HEG Ltd (HEGAM) Q4FY25 Concall Summary - Mar-2025 Qtr
Performance Overview
- HEG Ltd reported a 27% EBITDA margin in Q4 FY25, the highest of the year, excluding mark-to-market losses on GrafTech International shares.
- The company maintained 80-85% capacity utilization, significantly higher than the 50-60% average of international peers.
- HEG expanded its capacity to 100,000 tons, positioning itself as a low-cost producer amidst industry-wide capacity reductions.
- Global crude steel production declined, but India showed 6.8% growth, driven by infrastructure investments.
- The company remains optimistic about the mid-to-long-term outlook due to the global shift towards decarbonization and new greenfield electric arc furnace projects.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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