Needle Coke

The company should benefit from the structural trend of decarbonisation in the steel industry

HEG: Traction in European demand key watch in the near term

While the quarterly performance was remarkable, near-term prospects are a bit subdued due to the lower demand in Europe.

This value pick has a favourable demand-supply dynamics, post Russian sanctions

Shortage of graphite electrodes is likely in the global markets, which puts the spotlight on HEG

HEG goes big on capacity, pins hopes on earnings recovery

HEG stock’s performance is contingent on the earnings cycle as realisations pick up

HEG: Valuation below replacement cost

The spot price for needle coke -- the key raw material -- is around $1,800 per tonne. At this price, according to HEG, the industry should make decent margins

Buy HEG on dips; higher FY19 capacity utilisation guidance a positive

The management said Chinese government’s anti-pollution campaign is stricter in the current year

Graphite electrodes supply-demand dynamics: Let’s do the math again

Graphite India is expected to continue to ride the strong cash flow cycle in the medium term

HEG Q4: Earnings upgrade cycle enters last phase; cash flow visibility remains intact

As contract renewals for graphite electrodes pick up pace, the company expects almost all its sales in the first quarter of FY19 to come from its most recent price regime.

HEG credits needle coke prices for accrued margins in Q3

HEG's order book for Q4 will keep them occupied to 100 percent of their capacity - 20, 000 tones for the quarter, also expecting their revenue to be higher in Q4 than in Q3.

HEG confident of achieving 25-30% growth next year

Manvinder Singh Ajmani, CFO of HEG, in an interview with CNBC-TV18’s Latha Venkatesh and Gautam Broker, spoke about the recent happenings in his company and the road ahead.