15,000-ton capacity expansion by end of 2027
Capex of ₹650 crore for expansion from 100,000 to 115,000 tons, with production starting in Q1 CY2028.
HEG / guidance tracker
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HEG · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
expansion
NCLT approval for demerger expected by April 2026
Scheme of arrangement filed with stock exchanges; approval from NCLT anticipated by April 2026.
Green tech revenue to double in FY27 vs FY26
Revenue from green tech businesses (anode, BESS, IPP) expected to double in FY27 as projects become operational.
15,000-ton capacity expansion on track for early 2028
Construction progressing as per schedule; long-lead items ordered; target completion by early 2028.
50-60% of next year's volumes already contracted at similar pricing
Annual contracts for 2026 largely settled; realizations expected to remain similar to recent quarters.
NCLT scheme approval expected by Q1 2027
Composite scheme of arrangement on track; first motion order received; shareholder meetings to follow.
EBITDA margin guidance for FY27
Management guided EBITDA margin of ~17-18% for H1 FY27, improving to >20% for the full year as price hikes take effect.
Price hikes for uncommitted volumes
HEG is offering increased prices for uncommitted volumes from H2 FY27, aiming to offset cost inflation from energy and freight.
Capacity expansion to 115,000 tons
The expansion from 100,000 to 115,000 tons is progressing as planned, with completion targeted by early 2028.
Graphtech scheme of arrangement timeline
The composite scheme of arrangement for Graphtech is expected to receive NCLT approval in Q2 FY27, subject to shareholder and creditor approvals.