HEG Investor Presentation: Q3 FY26 Results Highlight Strong Performance & Industry Outlook
HEG Limited's Q3 FY26 results show strong performance with standalone PAT of ₹141.25 crore on total income of ₹756.20 crore. Consolidated PAT stood at ₹206.97 crore. The company is expanding graphite electrode capacity to 115,000 tons by end-2027. Global steel production is under pressure, but India shows growth.
The announcement provides detailed financial results and strategic updates on capacity expansion, which are material for investors. The industry outlook also provides context for future performance.
The results show growth in key financial metrics and the company is strategically expanding capacity and benefiting from positive industry trends like the shift to EAF steelmaking.
HEG Limited has released an investor presentation detailing its unaudited financial results for the quarter and nine months ended December 31, 2025. The company, a significant producer of Graphite Electrodes used in Electric Arc Furnaces for steel production, highlighted its unique strengths including being the world's largest single-site graphite electrode plant with a capacity of 80,000 tons per annum, expanded to 100,000 tons since November 2023. HEG exports approximately 65-70% of its production to about 35 countries and has a captive power generation capacity of around 80 MW. The company is further expanding its capacity to 115,000 tons by the end of 2027.
The presentation also provided an industry outlook, noting that global crude steel production faced pressure in CY2025, with a 2.0% YoY decline. However, world ex-China production grew by 0.8% YoY, primarily driven by India and the US. India, in particular, showed sustained supply growth with a 10.4% YoY increase in crude steel production. The company expressed confidence in the durable growth trajectory for graphite electrode demand, driven by the shift towards electric arc furnace (EAF) steelmaking outside China.
For the standalone results for the quarter ended December 31, 2025, HEG reported a total income of ₹756.20 crore and a profit after tax (PAT) of ₹141.25 crore. For the nine months ended December 31, 2025, total income stood at ₹2,220.48 crore, with PAT at ₹343.91 crore. Consolidated results for the quarter ended December 31, 2025, showed a total income of ₹758.29 crore and PAT of ₹206.97 crore. For the nine months ended December 31, 2025, consolidated total income was ₹2,253.65 crore, with PAT at ₹455.13 crore. The standalone EPS for the quarter was ₹7.32 and for the nine months was ₹17.82.
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HEG Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. 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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