HEG Advanced Materials Ltd
HEG Advanced Materials Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
3 of 4 strong
The short version
HEG aims to produce at 90% to 95% capacity utilization consistently (Page 17). HEG aims to maintain current EBITDA margins (~28-29%) and sustain higher margins than competitors.
From HEG Advanced Materials Ltd's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- HEG aims to produce at 90% to 95% capacity utilization consistently (Page 17).
- New electric arc furnace (EAF) capacities globally, especially outside China, are expected to increase demand for graphite electrodes (Page 17).
- Anode project commercial production to start Q1 next year, with expected revenue of INR 600-700 crores in year 1, scaling over INR 1,200 crores in year 2 and INR 1,500-1,600 crores in year 3 (Page 13).
- The Greentech business targets a 4-digit crore EBITDA by 2030, driven by hydro and solar projects (Page 13).
- Price hikes of 5%-7% already implemented; further 5%-10% increase expected to cover rising costs including needle coke (Pages 11-13).
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Profitability & Margins
See what HEG Advanced Materials Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Anode project capex: INR 2,200 crores for 20,000 tons capacity, expected to start commercial production in Q1 FY '28 with initial 40%-50% utilization, ramping up by year 3. (Page 14)
- Post 20,000 tons anode capacity, expansion plan to add 10,000 tons more at approx. INR 800 crores capex, targeted by 2029. (Page 14)
- Total capex for 30,000 tons capacity at TACC is around INR 3,100 crores, with 70% expected to be financed via debt. (Page 11)
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Top-ranked in Industrial Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what HEG Advanced Materials Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- HEG Limited's current order book is mostly booked for the next 1 to 2 quarters.
- Approximately 70% of the capacity contracts are expected to be closed within the next 1 to 1.5 months.
- The company is securing long-term contracts (3 to 5 years) with top Tier 1 customers globally.
- New bookings are being made at higher prices in existing markets.
- Pricing increases are expected to take effect from October onwards due to cost rises in raw materials like needle coke.
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HEG Advanced Materials Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹603 Cr, net loss ₹114 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What HEG Advanced Materials Ltd's management said in earlier quarters
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Frequently Asked Questions
What were HEG Advanced Materials Ltd Q1 FY27 results?
HEG aims to produce at 90% to 95% capacity utilization consistently (Page 17). HEG aims to maintain current EBITDA margins (~28-29%) and sustain higher margins than competitors.
What is HEG Advanced Materials Ltd share price analysis?
HEG Advanced Materials Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 12.2 with a market cap of ₹4,336 Cr. Investors should review the full earnings analysis for detailed insights.
Is HEG Advanced Materials Ltd planning capital expenditure?
Anode project capex: INR 2,200 crores for 20,000 tons capacity, expected to start commercial production in Q1 FY '28 with initial 40%-50% utilization, ramping up by year 3.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.