Graphite India Ltd

Graphite India’s Strategic Expansion & Q1 FY2026 Insights 📊

- Capacity expansion: 25,000 TPA planned with ₹600 Cr investment (phased rollout).

- Financials: Consolidated net sales at ₹665 Cr (down 8.7% y-o-y), EBITDA at ₹193 Cr (down 37.1% y-o-y).

- Profit: Net profit at ₹133 Cr (down 43.6% y-o-y), EPS at ₹6.87/share.

- Standalone performance: Net sales at ₹643 Cr (down 4.3% y-o-y), net profit at ₹145 Cr (down 29.3% y-o-y).

- Balance sheet strength: Net cash position of ₹4,173 Cr as of June 30, 2025.

- Industry trends: Global crude steel production fell 3.3% y-o-y (Q2 CY2025), but India grew 9.3% y-o-y.

- Technology shift: Rising adoption of Electric Arc Furnace (EAF) tech to benefit graphite electrode demand.

- Input costs: Needle coke prices stable; U.S. tariffs expected to have limited impact.

- Capacity utilization: Standalone at 82% in Q1 FY2026 vs. 87% in Q1 FY2025.