HEG Ltd (NSE:HEG)
₹ 678.25 -5.35 (-0.78%) Market Cap: 130.88 Bil Enterprise Value: 131.76 Bil PE Ratio: 36.48 PB Ratio: 2.75 GF Score: 75/100

Q1 2027 HEG Ltd Earnings Call Transcript

Jul 24, 2026 / 08:30 AM GMT
Release Date Price: ₹643.15 (+3.09%)

Key Points

Positve
  • HEG Ltd (BOM:509631) reported a strong start to the financial year with an 11% year-on-year increase in revenue from operations.
  • The company achieved a significant improvement in profitability, with standalone EBITDA increasing by 38% year-on-year.
  • HEG Ltd (BOM:509631) maintained a high capacity utilization rate of over 90%, reflecting strong operational efficiency.
  • The company remains debt-free, providing financial flexibility to pursue future growth opportunities.
  • HEG Ltd (BOM:509631) is well-positioned to benefit from the global shift towards electric arc furnace steelmaking, with plans to expand capacity to 115,000 tons by early 2028.
Negative
  • The ongoing geopolitical tensions in the Middle East have impacted energy prices and increased shipping costs, creating a challenging business environment.
  • The company faces near-term uncertainty due to changes in trade policies and geopolitical tensions affecting raw material costs.
  • Despite a strong quarter, there was a marginal decline in volumes, which the company offset through better realization and cost management.
  • The impact of price hikes in raw materials like needle coke is expected to affect costs towards the end of the year.
  • The potential imposition of anti-dumping duties in the US market could impact HEG Ltd (BOM:509631)'s sales, although the company is confident in its ability to redirect volumes to other markets.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HEGL.NS - HEG Ltd
Q1 2027 HEG Ltd Earnings Call
Jul 24, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to HDG Limited Q1 FY27 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touch tone phone. Please note that this conference is being recorded.

I now hand the. Conference over to Mr. Rajesh Majamdar from 361 Capital.

Thank you and over to you sir.

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Unidentified_2 [2]
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