Graphite India FY26 Net Sales Up 11.4% to ₹2,852 Cr; Net Profit ₹171 Cr
Graphite India reported FY2026 consolidated net sales of ₹2,852 Cr, up 11.4% YoY. Net profit was ₹171 Cr with EPS of ₹8.97. Q4 FY26 saw net sales of ₹816 Cr, up 22.5% YoY, but a net loss of ₹105 Cr. The company recommended a dividend of ₹7 per share. Net cash stands at ₹3,767 Cr.
The announcement includes full-year financial results with revenue growth and a positive net profit, alongside a recommended dividend. However, the substantial loss in the recent quarter and commentary on external challenges temper the positive impact. The strategic initiatives and industry outlook provide a medium-term perspective.
The company reported revenue growth and a full-year profit, which is positive. However, the significant net loss in the fourth quarter due to inventory write-downs and fair value losses on investments, alongside commentary on rising input costs and geopolitical impacts, introduces a neutral sentiment.
Graphite India Limited has announced its audited financial results for the year ended March 31, 2026. The company reported consolidated net sales of ₹2,852 crore, marking an increase of 11.4% year-on-year, primarily driven by higher sales volumes, with realizations remaining flat.
Consolidated EBITDA for the fiscal year stood at ₹375 crore, while the net profit was ₹171 crore. Earnings Per Share (EPS) was ₹8.97 per share. The company's capacity utilization increased to 104% in FY2026 compared to 81% in Q4 FY2025. The balance sheet remains robust with a net cash balance of ₹3,767 crore at the end of March 2026.
For the fourth quarter of FY2026, consolidated net sales grew by 22.5% year-on-year to ₹816 crore. However, the company reported an EBITDA loss of ₹100 crore and a net loss of ₹105 crore for the quarter, with an EPS of (₹5.31) per share. This was partly due to a fair value loss of ₹242 crore on investments and inventory write-down to Net Realizable Value (NRV).
On a standalone basis, net sales for FY2026 increased by 16.2% to ₹2,812 crore, with EBITDA at ₹461 crore and net profit at ₹264 crore. Standalone EPS was ₹13.54 per share. In Q4 FY2026, standalone net sales grew by 26.5% to ₹816 crore, with an EBITDA loss of ₹65 crore and a net loss of ₹73 crore.
The Board of Directors has recommended a dividend of ₹7 per share for FY2026, subject to shareholder approval. The dividend payout ratio is 350% on the face value of ₹2.
The Chairman highlighted ongoing geopolitical challenges impacting logistics and freight costs, as well as pressure on key input prices. Despite these, improved sales volume was recorded. The company is progressing with its electrode capacity expansion and Synthetic Graphite Anode Materials (SGAM) project. The EU's Carbon Border Adjustment Mechanism (CBAM) presents an opportunity due to the shift towards EAF-based steelmaking, which drives graphite electrode demand.
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Graphite India Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Graphite India Limited. Read the original for the full detail.