Q2-FY26 · Manish Gulati
We continue to operate at one of the highest utilization levels in the industry, 90% plus in the last two quarters compared with our peers.
HEG / language trends
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HEG · tone and specificity signals across the available quarters.
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Q2-FY26 · Manish Gulati
The global transition towards low emission electrical steel making continues to accelerate... estimated at approximately 200,000 tons of graphite electrodes by 2030 excluding China.
Q2-FY26 · Manish Gulati
We are hoping that these tariffs are down... we would of course like to remain in US market and we'll try.
Q3-FY26 · Ravi Jhunjhunwala
We have the single location largest facility in the world at a place called Mandi near Bhopal with a capacity of 100,000 tons combined with a cost structure which is amongst the lowest positions us as one of the most efficient and cost efficient graphite electrode manufacturers globally.
Q3-FY26 · Ravi Jhunjhunwala
This 20 million tons which is already in operation may take another 6 months 9 months 12 months to reach 70 80 85% capacity utilization. So this 20 million itself will require 25 to 30,000 tons of electrodes.
Q3-FY26 · Manish Kulkarni
We are not as much we don't worried about their impact of their UHP on us because we can also see the commensurate demand coming.
Q4-FY26 · Ravi Jhunjhunwala
We are clearly witnessing an acceleration in the regionalization of steel trade driven by rising protectionist measures globally in response to structural overcapacity particularly in China.
Q4-FY26 · Ravi Jhunjhunwala
The only reason that we decided to invest whatever we invested to buy Graphtech shares was primarily because that is the only graphite company in the world who is 75 to 80% backward integrated.
Q4-FY26 · Manish Kulkarni
We are offering increased prices in the market and we are quite hopeful that some amount of the price increase should get absorbed.