HEG Advanced Materials Limited share price

NSE: HEGAM · ISIN INE545A01024

Key numbers

Market cap
₹ 8,059 Cr
Current price
₹ 244.35
52-week high / low
₹ 754 / 214
Stock P/E
12.6
Book value
₹ 144.3
Dividend yield
1.39%
ROCE
8.1%
ROE
7.4%
Debt to equity
0.17
Sales growth (3 yrs)
1.6%
Profit growth (3 yrs)
-13.8%
1-year return
-53.2%

About HEG Advanced Materials Limited

HEG Advanced Materials Limited engages in the research and development of advanced battery materials, battery solutions. It manufactures custom machined components. The company also operates thermal power plants and a hydroelectric power facility. The company was formerly known as HEG Limited and change its name to HEG Advanced Materials Limited in September 2026. HEG Advanced Materials Limited was incorporated in 1972 and is headquartered in Noida, India.

Quarterly results

Consolidated figures in ₹ crores

Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales613699656603681
Operating profit233285277219297
Net profit105143207-114122
EPS (₹)5.437.4310.72-5.906.34

Concall summary (2026-07-28)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Despite all this, the medium- to long-term outlook for graphite electrodes demand remains highly positive.
  • This structural trend is heavily supported by latest OECD steel outlook, which highlights that approximately 71 million tons of new electric arc furnace steelmaking capacity is planned globally for completion between now and end of 2028.

Growth & demand

  • Steel production in the United States recorded an year-on-year growth of 6.3% in the first half of 2026 to reach 43 million tons.
  • We also saw an exceptional growth in Vietnam, which surged by as high as 27% year-on-year to over 15 million tons, cementing its position as a major Southeast Asian steel powerhouse.

Margins & costs

  • These pressures are also being felt across all raw materials like needle coke and other key inputs in the supply chain, which are gradually getting reflected in our input costs.
  • Stand-alone EBITDA increased by 38% on a year-on-year basis to INR211 crores from INR154 crores, with EBITDA margins also improved to 29% compared with 23% in the corresponding quarter of last year.

Capex & expansion

  • Our plant with an installed capacity of 100,000 tons per annum remains by far the world's largest single location plant in the world.
  • During the past quarter, we operated the plant at an average capacity utilization of more than 90%, reflecting strong operating efficiency and ex pect to continue operating at more than 90% in the forthcoming quarters as well.

Balance sheet & cash

  • The company remains debt-free with no long-term loan borrowings, and our treasury stood at approximately INR858 crores as of 30th June 2026.
  • So when this entire demerger exercise will completed and when you see 31st March '27 balance sheet, then there will be approximately around INR1,500 crores of debt lying on the company on a gross basis.

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