Graphite India Limited · NSE:GRAPHITE
Graphite India — Q2 FY2027 Earnings Presentation
16 slides from Graphite India's earnings presentation, Nov 3, 2026
Slide 1: Exchange filing cover letter for earnings presentation
GRAPHITE INDIA LIMITED REGD. & H.0. : 31, CHOWRINGHEE ROAD PHONE : 91 33 4002 9600, 2226 5755/ 4942 / 4943 / 5547 / 23341 2217 1145 / 1146 FAX : 91 33 2249 6420. E-mail : gilro@graphiteindia.eom WEBSITE : www.graphiteindia.corn,CIN : L10101WB1974PLC094602 GIL: SEC/SM/26-27/86 3rd November, 2026 BSE
Slide 2: Q2 FY2027 Earnings Presentation
NSE: GRAPHITE, BSE: 509488 Q2 FY2027 Earnings Presentation November 3, 2026
Slide 3: Discussion Agenda
Discussion Agenda Executive Summary_______________________________________ 3 Chairman’s Message______________________________________ 4 Steel Industry Overview___________________________________ 5-6 Graphite Electrode Industry Overview________________________ 7 Financial Performance_________________
Slide 4: Executive Summary
Executive Summary Q2 FY2027 Financial Performance o Net Sales of Rs. 826 Crores, a growth of 13.3% y-o-y o Net Sales of Rs. 806 Crores, a growth of 13.5 % y-o-y Q2 FY2027 Q2 FY2027 o EBITDA of Rs. 189 Crores, a growth of 43.2 % y-o-y o EBITDA of Rs. 197 Crores, a growth of 36.8 % y-o-y Profit and Lo
Slide 5: Chairman's Message
Chairman’s Message “During the quarter, Graphite India delivered Net Sales of Rs. 826 Cr, up by 13.3% y-o-y, driven by higher volumes and realizations. The Company recorded EBITDA of Rs. 189 Cr and Net Profit of Rs. 94 Cr, after an exceptional item of Rs. 22 Cr arising from the closure of German ope
Slide 6: Steel Industry Overview
Steel Industry Overview Crude Steel Production Three Months Ended Nine Months Ended (million MT) Sept-26 Sept-25 Y-o-Y (%) June-26 Q-o-Q (%) 9M 2026 9M 2025 Y-o-Y (%) Asia and Oceania 320.1 321.0 (0.3)% 345.6 (7.4)% 1,009.8 1,016.5 (0.7)% India 43.1 41.7 3.4% 42.0 2.6% 130.0 122.4 6.2% China 225.1 2
Slide 7: Steel Industry Outlook and Dynamics
Steel Industry Outlook and Dynamics Q3 CY2026 Steel Production ▪ As per the World Steel Association (WSA), global crude steel production was 436.0 million MT in Q3 CY2026, a decline of 0.3% y-o-y. Global crude steel production excluding China was 210.9, a growth of 2.1% on a y-o-y basis ▪ China’s cr
Slide 8: Graphite Electrode Industry Overview
Graphite Electrode Industry Overview ▪ Governments continue to introduce stringent environmental regulations to reduce carbon related emissions, with the aim to achieve carbon neutrality targets ▪ This has led to substantial decarbonization measures in developing economies with increasing support fo
Slide 9: Consolidated Financial Performance
Consolidated Financial Performance Q2 y-o-y Q1 q-o-q Half Yearly y-o-y Comments (Rs. Crore) FY2027 FY2026 Growth (%) FY2027 Growth (%) FY2027 FY2026 Growth (%) Net Sales 826 729 13.3% 842 (1.9%) 1,668 1,394 19.7% Other Income 106 89 19.1% 97 9.3% 203 239 (15.1%) Total Income 932 818 13.9% 939 (0.7%)
Slide 10: Standalone Financial Performance
Standalone Financial Performance Q2 y-o-y Q1 q-o-q Half Yearly y-o-y Comments (Rs. Crore) FY2027 FY2026 Growth (%) FY2027 Growth (%) FY2027 FY2026 Growth (%) Net Sales 806 710 13.5% 765 5.4% 1,571 1,353 16.1% Other Income 99 91 8.8% 107 (7.5%) 206 237 (13.1%) Total Income 905 801 13.0% 872 3.8% 1,77
Slide 11: Quarter Performance Trends
Quarter Performance Trends Consolidated Net Sales Standalone Net Sales 842 806 826 765 710 729 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Consolidated Operating Profit / (Loss) Standalone Operating Profit / (Loss) 241 222 189 197 132 144 29% 29% 24% 23% 20% 18% Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY
Slide 12: Quarter Performance Trends
Quarter Performance Trends Consolidated Net Profit / (Loss) Standalone Net Profit / (Loss) 171 157 20% 128 94 21% 76 92 16% 11% 10% 13% Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Capacity Utilization (Standalone) 104% 99% 96% Notes: Q2FY26 Q1FY27 Q2FY27 1. All numbers in Crores unless specifically me
Slide 13: Leverage Profile
Leverage Profile Significant financial flexibility available for future organic and inorganic growth Consolidated Leverage Profile Standalone Leverage Profile (Rs. Crore) Sept- 26 June- 26 Mar- 26 Dec- 25 Sept- 25 (Rs. Crore) Sept- 26 June- 26 Mar- 26 Dec- 25 Sept- 25 Cash & Cash Cash & Cash 4,101 4
Slide 14: Quarterly Segment Performance
Quarterly Segment Performance Consolidated Segment Performance Standalone Segment Performance Q2 y-o-y Q1 q-o-q Q2 y-o-y Q1 q-o-q Growth Growth Growth Growth (Rs. Crore) FY2027 FY2026 FY2027 (Rs. Crore) FY2027 FY2026 FY2027 (%) (%) (%) (%) Graphite and Carbon 707 661 7.0% 687 2.9% Graphite and Carbo
Slide 15: Graphite India - At a Glance
Graphite India - At a Glance Company Background Graphite India is an Indian producer of graphite Graphite India’s strategy is to become further The Company, through its subsidiary, has electrodes and one of the largest globally by total vertically integrated, continue its penetration of progressivel
Slide 16: Disclaimer
Disclaimer This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to Graphite India’s future business developments and economic performance. W