Graphite India Ltd

Q2 FY26Industrial Products

Graphite India Ltd Q2 FY26 Results & Presentation Highlights: Revenue, Margins & Order Book

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹821

Market cap₹16.2K Cr

P/E74.1

Updated25 Sept 2026

Read3 min read

Based on Graphite India Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.

The short version

Consolidated Net Sales for Q2 FY2026: Rs. Consolidated Q2 FY2026: - EBITDA: Rs.

From Graphite India Ltd's Q2 FY26 earnings-call transcript · updated 25 Sept 2026.

Revenue & Sales Performance

Consolidated Net Sales for Q2 FY2026: Rs. 729 Crores, up 13.4% year-on-year (Page 9, 15)
Standalone Net Sales for Q2 FY2026: Rs. 710 Crores, up 21.2% year-on-year (Page 10, 15)
Volume-driven sales growth: Explicitly mentioned as the driver for year-on-year sales growth (Page 9, 10, 15)
Capacity Utilization (Standalone): Increased to 99% in Q2 FY2026 from 84% in Q2 FY2025 (Page 11)
No explicit quantitative outlook for future quarter revenue or volumes stated in the presentation.

- **Chairman’s message notes positive industry outlook with growing steel demand, infrastructure investments, and decarbonization supporting rising demand for graphite electrodes (Page 5).** - **Strategy focus:** Penetration of new markets, value-enhancing growth, and cost competitiveness to support demand (Page 14, 15) No explicit forward guidance figures or targets for revenue/volumes are provided.

2 more points management made on revenue & sales performance

Profitability & Margins

Consolidated Q2 FY2026:
EBITDA: Rs. 132 Crores, down 52.5% y-o-y
Operating Margin: 18.1% (of Net Sales), down from 43.2% y-o-y
Profit After Tax (PAT): Rs. 76 Crores, down 60.8% y-o-y
Standalone Q2 FY2026:
EBITDA: Rs. 144 Crores, down 43.5% y-o-y
Operating Margin: 20.3% (of Net Sales), down from 43.5% y-o-y
Profit After Tax (PAT): Rs. 92 Crores, down 49.5% y-o-y
Margin Outlook:
No explicit future margin outlook is stated.

2 more points management made on profitability & margins

See what Graphite India Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The presentation does not explicitly detail any capex, capacity expansion, or new plant/project initiatives with specific amounts, status, or timelines. The relevant points mentioned include: - Graphite India has a manufacturing capacity of 98,000 tonnes per annum across three plants in Durgapur, Nashik (India), and Nurnberg (Germany), with no new capacity expansions stated. - The Company aims to become further vertically integrated and pursue value-enhancing inorganic growth opportunities. - Investments include acquiring a 60.25% stake in General Graphene Corporation for proprietary graphene technology and a 45.76% stake in Godi India for advanced battery technologies.

2 more points management made on capital expenditure plans

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential

1Susan Electricals India Ltd₹640 Cr

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2Shera Energy₹455 Cr

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3₹301 Cr

Rev 1Mar 1

4₹1.4K Cr

Rev 1Mar 2

5₹1.2K Cr

Rev 1Mar 2

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The presentation does not mention any fundraising through debt or equity during the reported period.
The leverage profile section (Page 13) shows detailed figures on cash, cash equivalents, total debt, and net cash for both standalone and consolidated entities, indicating a net cash position consistently over recent quarters.
As of September 2025, consolidated net cash stands at Rs. 3,782 Crores with total debt of Rs. 163 Crores.
Standalone net cash is Rs. 3,921 Crores with total debt of Rs. 267 Crores as of September 2025.

2 more points management made on fundraising & capital structure

See what Graphite India Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided investor presentation does not explicitly mention any details regarding order book, order inflow, or pending orders. The document focuses on financial performance, industry outlook, company background, segment performance, leverage profile, and strategic initiatives, but does not provide specific figures or commentary on current orders or order backlog.

Graphite India Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹642 Cr, net profit ₹67 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Graphite India Ltd's management said in earlier quarters

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PTC Industries Ltd (Q2 FY26)
Q2 FY26 total income (revenue) was ₹132.8 crores, a 64.4% year-on-year (YoY) increase from ₹80.8 crores in Q2 FY25. Key investor presentation takeaways from PTC
Kamdhenu Ltd (Q2 FY26)
191.1 Cr, up 1% YoY from Rs. Key investor presentation takeaways from Kamdhenu Ltd's Q2 FY26 investor presentation — and how it ranks against sector peers.
Bharat Wire Ropes Ltd (Q2 FY26)
Q2-FY26 revenue from operations: INR 1,646 Mn, up 8.1% YoY from INR 1,522 Mn in Q2-FY25 (Page 14). Key investor presentation takeaways from Bharat Wire Ropes Lt

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Frequently Asked Questions

What were Graphite India Ltd Q2 FY26 results?

Consolidated Net Sales for Q2 FY2026: Rs. Consolidated Q2 FY2026: - EBITDA: Rs.

What is Graphite India Ltd share price analysis?

Graphite India Ltd currently shows a neutral. The stock trades at a P/E of 74.1 with a market cap of ₹16,233 Cr. Investors should review the full earnings analysis for detailed insights.

Is Graphite India Ltd planning capital expenditure?

The presentation does not explicitly detail any capex, capacity expansion, or new plant/project initiatives with specific amounts, status, or timelines.

Keep Graphite India Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.

Revenue & Sales Performance

Profitability & Margins

Capital Expenditure Plans

Top-ranked in Industrial Products

Fundraising & Capital Structure

Order Book & Pipeline

Graphite India Ltd — Quarterly revenue & net profit

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What Graphite India Ltd's management said in earlier quarters

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Frequently Asked Questions