HEG Limited , a leading graphite electrode manufacturer, has announced its unaudited financial results for the quarter ended June 30, 2025, along with a significant capacity expansion plan.

Financial Performance

For Q1 FY26, HEG reported the following standalone results:

On a consolidated basis, the company achieved:

Capacity Expansion Plan

The Board of Directors has approved a capacity expansion plan for graphite electrodes and related products. Key details include:

• Additional Capacity: 15,000 TPA
• Current Capacity: 100,000 TPA
• Total Investment: Approximately Rs. 650 crores
• Expected Completion Time: Within 30 months
• Financing: Through internal accruals and debt if required

Current Operations

• Capacity Utilization: 85% to 90%

Strategic Rationale

The expansion decision is driven by:

1. Structural changes in the industry boosting demand for electrodes
2. Healthy payback expectations

Conclusion

HEG Limited's Q1 FY26 results demonstrate solid performance, while the approved capacity expansion plan positions the company to capitalize on growing market demand. The significant investment in increasing production capacity reflects confidence in the long-term prospects of the graphite electrode market.

Investors and industry observers will likely monitor how this expansion impacts HEG's market position and financial performance in the coming years.

HEG Limited 's wholly-owned subsidiary, TACC Limited, has taken a significant step towards advancing sustainable construction materials by signing a Memorandum of Understanding (MOU) with the National Council for Cement and Building Materials (NCB). This collaboration aims to develop high-performance concrete using graphene-based additives, potentially revolutionizing the construction industry.

Innovative Partnership

The partnership between TACC Limited and NCB focuses on integrating graphene's exceptional properties into concrete. Graphene, a single layer of carbon atoms arranged in a hexagonal lattice, is renowned for its strength, conductivity, and lightweight characteristics. By incorporating graphene-based additives into concrete, the collaboration aims to enhance:

• Strength
• Durability
• Overall performance

Sustainability Goals

This initiative aligns with India's vision for net-zero emissions and climate commitments. The development of graphene-enhanced concrete is expected to contribute to lowering carbon emissions in the construction sector, a significant step towards more sustainable building practices.

About the Partners

TACC Limited

• An innovation-driven venture of the LNJ Bhilwara Group
• Specializes in synthetic graphite and graphene derivatives
• Committed to green technologies and sustainability

National Council for Cement and Building Materials (NCB)

• Premier research body under the Department for Promotion of Industry and Internal Trade, Ministry of Commerce and Industry
• Focused on technology development for cement and construction industries
• Dedicated to protecting the interests of cement and concrete consumers in India

Potential Impact

This collaboration has the potential to drive advancements in next-generation construction materials. By combining TACC's innovative graphene-based additives with NCB's expertise in concrete technology, the partnership aims to pave the way for high-performance, sustainable infrastructure.

The development of graphene-enhanced concrete could have far-reaching implications for the construction industry, potentially offering:

• Stronger and more durable buildings
• Reduced carbon footprint in construction
• Improved overall performance of concrete structures

As this partnership progresses, it may set new standards for sustainable and high-performance construction materials, contributing to India's broader goals of technological advancement and environmental responsibility in the building sector.