Key takeaway: HEG Limited's investor presentation for the quarter ended June 30, 2026, reported a revenue from operations of ₹680.91 crore, an increase from ₹603.21 crore in the previous quarter. The total income for the quarter was ₹730.94 crore, compared to ₹619.94 crore in the prior quarter. The company recorded a profit before tax of ₹151.79 crore, a significant recovery from a loss of ₹189.01 crore in the previous quarter. The presentation highlighted HEG's position as the largest graphite electrode producer in the Western world, with plans to expand capacity from 100,000 tonnes to 115,000 tonnes. Management noted that global crude steel production declined 0.7% year-on-year, while production outside China increased by 2.1%. The document emphasized the ongoing transition to electric arc furnace steelmaking and HEG's readiness to meet future demand growth.

Key takeaway: HEG Limited announced a schedule for physical Institutional Investor Meetings and a Non-Deal Roadshow in Mumbai on July 15 and 16, 2026, focusing on the Greentech business as part of its Composite Scheme of Arrangement. The management emphasized that discussions would be based on an investor presentation, which is also available on the company's website. The presentation outlined the rationale for restructuring, aiming to unlock value, enhance investor focus, and maximize long-term shareholder value. It detailed the company's plans for advanced battery materials and green power generation, highlighting significant growth potential in the anode materials and battery energy solutions markets. The document also noted ongoing discussions with global customers for advanced offtake agreements and the establishment of a gigafactory for battery production. Management stated that the restructuring is subject to requisite approvals and that the company is committed to maintaining transparency and compliance with regulatory requirements.

Key takeaway: HEG Limited held its Q4 FY26 Earnings Conference Call on May 4, 2026, where management provided insights into the global steel production landscape, noting a 2% year-on-year decline in Q1 2026, primarily driven by China. Management highlighted India's 5% quarter-on-quarter growth in steel production, supported by infrastructure activities. The company reported a 20% increase in sales volume and a rise in revenue from INR 2,153 crores to INR 2,569 crores. EBITDA also increased from INR 388 crores to INR 497 crores, with margins improving from 17% to 19%. However, HEG reported a loss of INR 189 crores due to unrealized losses from foreign investments and currency depreciation. Management reaffirmed its commitment to long-term investments and expansion plans, including an increase in electrode production capacity. The discussion concluded with management expressing confidence in the company's positioning amid ongoing market challenges.

Key takeaway: HEG Limited's investor presentation detailed the audited financial results for the quarter and year ended March 31, 2026. The company reported a revenue from operations of ₹603.21 crore for Q4 FY26, compared to ₹536.58 crore in Q4 FY25. Total income for the year was ₹2,660.46 crore, up from ₹2,279.39 crore in the previous year. However, the company recorded a loss before tax of ₹189.01 crore for Q4 FY26, contrasting with a profit of ₹180.10 crore in Q4 FY25. The presentation highlighted HEG's position as the world's largest single-site graphite electrode plant and its ongoing expansion plans. Management noted that global steel production faced mixed trends, with India showing growth while other regions remained weak. The document also discussed rising input costs and the need for price increases in graphite electrodes due to geopolitical conflicts.

Key takeaway: During the earnings conference call for Q3 FY26, HEG Limited's management discussed the challenging global steel market, noting a 2% year-on-year decline in global steel production in 2025. They highlighted India's performance, with a 10.4% increase in crude steel production, driven by infrastructure spending and automotive demand. The management reported that HEG operates at high capacity utilization rates, achieving 89% over the last three quarters. They emphasized their cost efficiency, with the largest single-location facility for graphite electrodes globally. The management also mentioned ongoing expansion plans and a composite scheme of arrangement progressing through regulatory channels. Financially, HEG reported a revenue increase to Rs.656 crores for Q3 FY26, up from Rs.477 crores in the previous year, and a profit after tax of Rs.455 crores on a consolidated basis. The management expressed confidence in the long-term demand for graphite electrodes, driven by the transition to electric arc furnace steelmaking.

Key takeaway: HEG Limited's investor presentation detailed the unaudited financial results for the quarter and nine months ended December 31, 2025. The company reported total income of ₹756.20 crore for Q3 FY 25-26, a decrease from ₹803.82 crore in the previous quarter but an increase from ₹590.30 crore in the same quarter of the previous year. Profit before tax for the quarter was ₹180.10 crore, up from ₹162.89 crore quarter-on-quarter and ₹133.68 crore year-on-year. The presentation highlighted HEG's position as the world's largest single-site graphite electrode plant, with a capacity expansion to 100,000 tons. Management noted that the global crude steel production faced pressure, particularly from China, while India showed growth. The company plans to further expand its capacity to 115,000 tons by the end of 2027. The document also included insights on market dynamics and the company's operational strengths.