Graphite India Limited · NSE:GRAPHITE
Graphite India — Investor Presentation (September 2025)
24 slides from Graphite India's investor presentation, Sep 2, 2025
Slide 1: Exchange filing cover letter for Corporate Presentation
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Slide 2: Corporate Presentation September 2025
NSE: GRAPHITE, BSE: 509488 Corporate Presentation September 2025
Slide 3: Important Notice
Important Notice Forward Looking Statements 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 develop
Slide 4: Graphite India at a Glance
Graphite India at a Glance Graphite India is globally well positioned through its product quality, scale of operations and manufacturing platform base Amongst Largest 98,000 mt Graphite Electrode Manufacturer in the Capacity with Plants at World three Locations Strong International Client Base with
Slide 5: Market Positioning
Market Positioning Attractive Industry Strong Financial Investment in Advanced Global Market Position Best-in-Class Operations Dynamics Performance Carbon Technologies ❖ Largest supplier of graphite ❖ High quality; around 33% of ❖ Consolidated industry with ❖ Consistent cash flows to ❖ Acquired over
Slide 6: Corporate Milestones
Corporate Milestones Over 50 Years of Experience in the Graphite Electrode Industry -Backward integration Further Predecessor through expanded company formed acquisition of Durgapur plant by Bangur family Fully integrated two CPC Graphite India capacity from and Great Lakes Expanded 34K to 54K MT In
Slide 7: Product Overview
Product Overview Graphite India Graphite and Carbon* Steel* Others* 89% 9% 2% • Core expertise in value-added Ultra-High Power (UHP) electrodes • Largest producer of High-Speed Steel (HSS) • Power generation capacity of 18MW • 98K tonnes/year (TPA) capacity, with flexibility to produce all grades of
Slide 8: Manufacturing Platform
Manufacturing Platform Strategically Located Manufacturing Facilities Caters to European Cater to global Countries markets Durgapur Nasik Nurnberg ❖ The Indian plants are located close to the Graphite India is the largest Indian producer of three main ports of India, offering logistic graphite elect
Slide 9: Customer Reach
Customer Reach Diversified Premier Global Customer Base EUROPE & UK - RIVA GROUP, ITALY FERALPI, ITALY TURKEY - PITTINI, ITALY IDC ACERINOX, SPAIN EKINCILER CANADA – SIDENOR, SPAIN KROMAN NORTH AMERICA - OUTOKOMPU, UK CELIK ALTA STEEL NUCOR GR. HÖGANÄS, SWEDEN ICDAS ARCELOR MITTAL ( DOFASCO) JAPAN –
Slide 10: Industry Positioning
Industry Positioning Global Player with Strong Profitability Graphite Electrode Capacity (in thousand tonnes / Year)2 GIL Exports1 37.4% 34.2% 33.5% 30.9% 27.3% 1,034 989 Rs. Crore 202 192 867 733 791 100 98 52 GrafTech Resonac HEG Graphite India Tokai Carbon 2021 2022 2023 2024 2025 Total Exports E
Slide 11: Corporate Structure
Corporate Structure Group Organizational Structure Graphite India Limited Carbon Finance Graphite Limited International B.V 100% Subsidiary 60.25% Subsidiary 45.76% Associate Bavaria Carbon General Bavaria Bavaria Carbon Specialties GmbH Graphite Cova Graphene Godi India Private Electrodes GmbH Hold
Slide 12: Consolidated Financial Performance
Consolidated Financial Performance Q4 y-o-y Q3 q-o-q Year Ended y-o-y Comments (Rs. Crore) FY2025 FY2024 Growth (%) FY2025 Growth (%) FY2025 FY2024 Growth (%) Net Sales 666 720 (7.5%) 523 27.3% 2,560 2,950 (13.2%) Other Income 57 72 (20.8%) 19 nm 438 304 44.1% Total Income 723 792 (8.7%) 542 33.4% 2
Slide 13: Standalone Financial Performance
Standalone Financial Performance Q4 y-o-y Q3 q-o-q Year Ended y-o-y Comments (Rs. Crore) FY2025 FY2024 Growth (%) FY2025 Growth (%) FY2025 FY2024 Growth (%) Net Sales 645 706 (8.6%) 517 24.8% 2,420 2,894 (16.4%) Other Income 54 73 (26.0%) 15 nm 425 291 46.0% Total Income 699 779 (10.3%) 532 31.4% 2,
Slide 14: Quarter Performance Trends
Quarter Performance Trends Consolidated Net Sales Standalone Net Sales 720 666 706 645 523 517 Q4FY24 Q3FY25 Q4FY25 Q4FY24 Q3FY25 Q4FY25 Consolidated Operating Profit / (Loss) Standalone Operating Profit / (Loss) 104 96 9% 6% 62 66 16% 32 14% 9% 11 2% Notes: Q4FY24 Q3FY25 Q4FY25 Q4FY24 Q3FY25 Q4FY25
Slide 15: Quarter Performance Trends
Quarter Performance Trends Consolidated Net Profit / (Loss) Standalone Net Profit / (Loss) 49 62 7% 10% 16 34 2% 5% (4)% 3 1% (21) Q4FY24 Q3FY25 Q4FY25 Q4FY24 Q3FY25 Q4FY25 Capacity Utilization (Standalone) 93% 81% 81% Notes: 1. All numbers in Crores unless specifically mentioned Q4FY24 Q3FY25 Q4FY2
Slide 16: Capital Structure
Capital Structure Significant financial flexibility available for future organic and inorganic growth Consolidated Leverage Profile Standalone Leverage Profile (Rs. Crore) Mar- 25 Dec- 24 Sept- 24 June- 24 Mar- 24 (Rs. Crore) Mar- 25 Dec- 24 Sept- 24 June- 24 Mar- 24 Cash & Cash Cash & Cash 4,177 4,
Slide 17: Annual Segment Performance
Annual Segment Performance Consolidated Segment Performance Standalone Segment Performance Full Year y-o-y Full Year y-o-y (Rs. Crore) FY2025 FY2024 Growth (%) (Rs. Crore) FY2025 FY2024 Growth (%) Graphite and Carbon 2,248 2,726 (17.5)% Graphite and Carbon 2,166 2,673 (19.0)% Steel 227 205 10.7% Ste
Slide 18: Quarterly Segment Performance
Quarterly Segment Performance Consolidated Segment Performance Standalone Segment Performance Q4 y-o-y Q3 q-o-q Q4 y-o-y Q3 q-o-q Growth Growth Growth Growth (Rs. Crore) FY2025 FY2024 FY2025 (Rs. Crore) FY2025 FY2024 FY2025 (%) (%) (%) (%) Graphite and Carbon 600 664 (9.6)% 470 27.7% Graphite and Ca
Slide 19: Steel Industry Overview
Steel Industry Overview Crude Steel Production Three Months Ended Year Ended (million MT) Mar-25 Mar-24 Y-o-Y (%) Dec-24 Q-o-Q (%) 2024 2023 Y-o-Y (%) Asia and Oceania 343.2 345.9 (0.8)% 325.0 5.6% 1,357.8 1,367.2 (0.7)% India 40.1 37.3 7.5% 38.5 4.2% 149.6 140.2 6.7% China 253.6 256.6 (1.2)% 236.3
Slide 20: Steel Industry Outlook and Dynamics
Steel Industry Outlook and Dynamics Q1 CY2025 Steel Production (1) ▪ As per the World Steel Association (WSA), global crude steel production was 462.1 million MT in Q1 CY2025, a decline of 1.5% y-o-y. Global crude steel production excluding China was 208.5, a decline of 1.9% on a y-o-y basis ▪ China
Slide 21: Graphite Electrode Industry Overview
Graphite Electrode Industry Overview ▪ The focus on substantial decarbonization measures in developing economies supports the growth of the Electric Arc Furnace (EAF) process compared with the Blast Furnace / Bessimer Oxygen Furnace (BF/BOF) process ▪ Governments around the world are also introducin
Slide 22: Steel Industry Dynamics
Steel Industry Dynamics Over the years, China remains the biggest crude steel producer with a 54.6% share in 2024 vs 45.4% in 2010 and 18.1% in 2001 Global Steel Production 2001 Global Steel Production 2010 Others China Others 15.7% 18.1% North America 11.8% China India North America 7.9% 45.4% 3.3%
Slide 23: EAF Process
EAF Process EAF Steel Production Process Electric Arc Furnace Graphite Electrodes Electrode Clamp/Power Supply Water Cooled Roof Molten Steel Slag Door Arc Zone EBT(Eccentric Bottom Tap Hole) Hearth Ladle Tilting Cylinder Rack & Pinion LTC(Ladle Transfer Car) ❖ An electric arc furnace (EAF) is a fur
Slide 24: Graphite India Limited contact details
Graphite India Limited (CIN: L10101WB1974PLC094602) 31 Chowringhee Road, Kolkata 700 016 Phone: +91 33 4002 9600 Fax: +91 33 4002 9676 www.graphiteindia.com M.K. Chhajer +91 33 40029604 Graphite India Limited mkchhajer@graphiteindia.com Anvita Raghuram +91 22 6169 5988 Churchgate IR graphite@churchg
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