GRAPHITECapital Goods

Graphite India Limited

Electrodes & Refractories · ISIN INE371A01025 · BSE 509488 · NSE EQ · FV ₹2
Last price
₹814
+1.12%today
What this company does

Graphite India Limited operates in Electrodes & Refractories, part of the Capital Goods sector. It booked ₹842 cr of revenue in its latest quarter (Q1 FY27) and kept 20.4% of sales as profit. It is the largest of 8 Electrodes & Refractories companies we track, by market value.

The Company is engaged in the business of manufacturing Graphite electrodes, graphite equipment, steel, GRP pipes and tanks and generation of hydel power.
In the report:
59out of 100
Equitytale Health Score
Mixed

Healthier than 59% of companies in Capital Goods, on all six measures of filed financials. Each measure is ranked against the 77–113 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
64

At close. Not part of the score.

Profitability & returns50

How much profit it earns on the money it employs

Balance sheet72

How much it owes, and whether earnings cover the interest

Cash quality41

Whether reported profit actually arrives as cash

Growth & consistency23

Whether sales and profit have grown, and how steadily

Valuation81

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Strong 20% net margin
Sales up 27% vs last year
Profit up 28% vs last year
Promoters hold 65%
No promoter shares pledged
Virtually debt-free
Watch-outs
! Operating cash flow is negative

What if I invest in GRAPHITE?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 0% a year, it would become
₹12.00 lakh

The slider starts at 0%, taken from this company's own revenue trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹814 +1.12%
latest close · 2026-09-17
1-year return
+32.4%
52-wk low ₹35052-wk high ₹874
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio23.1Average
LowAverageHigh
P/B ratio2.71Moderate
Below bookModerateHigh
EV / EBITDA16.8High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity11.7%Fair
WeakFairStrong ▸15%
Return on capital14.4%Fair
WeakFairStrong
Net margin20.4%Strong
ThinDecentStrong
EBITDA margin28.6%Healthy
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.06Comfortable
LowModerateHigh ▸1
Interest cover54.5×Strong
RiskyOkayStrong ▸5×
Current ratio3.22Ample
Tight ◂1HealthyAmple
More figures
Market cap
₹15,875 cr
Book value
₹300
EPS
₹8.82
latest quarter
Net debt
₹345 cr
owes more than its cash
Enterprise value
₹16,220 cr
EBITDA
₹964 cr
annualised
EBIT
₹872 cr
annualised
Operating margin
25.9%
Return on assets
9.1%
Earnings yield
4.33%
P/S
4.71
Sales / share
₹172.7
Tax rate
20.1%
Face value
₹2
Shares
19.5 cr
Working capital
₹3,407 cr
Current assets
₹4,942 cr
Current liabilities
₹1,535 cr
Delivery %
30.3%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2026 report & filings
not investment advice
Hard to value confidentlyLow confidence
One year's profit is a one-off (far above the multi-year norm), so its recurring earnings power is unclear.
Models span ₹166₹213, midpoint ₹189

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹842 cr
Other Income₹97 cr
Total Income₹939 cr
Cost of Materials₹360 cr
Purchases of Stock-in-Trade₹2 cr
Inventory Change (±)₹-6 cr
Employee Benefit Expense₹70 cr
Finance Costs₹4 cr
Depreciation & Amortisation₹23 cr
Other Expenses₹272 cr
Total Expenses₹725 cr
Profit before Tax₹214 cr
Tax Expense₹43 cr
Net Profit₹171 cr
Net margin on total income18.2%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹356 cr37.9%
Employee benefit expense₹70 cr7.5%
Finance costs₹4 cr0.4%
Depreciation & amortisation₹23 cr2.4%
Other expenses₹272 cr29.0%
Tax expense₹43 cr4.6%
Profit for the period₹171 cr18.2%
Total income ₹939 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue642 cr816 cr842 cr
Total income750 cr855 cr939 cr
Expenses626 cr996 cr725 cr
Profit before tax97 cr-125 cr214 cr
Tax30 cr-20 cr43 cr
Net profit (owners' share)68 cr-104 cr172 cr
Net margin (owners' share, on revenue)10.6%-12.7%20.4%
EPS (₹)3.50-5.318.82
YoY (latest quarter): total income +15.2% · net profit +28.4%
Balance sheet & cash flow · as of Mar 2026
Low debt
Total assets
₹7,580 cr
Shareholder equity
₹5,859 cr
parent shareholders
Total debt
₹367 cr
Cash
₹22 cr
Cash flow · H1 FY26
Operating
₹-19 cr
Investing
₹87 cr
Financing
₹-134 cr
Peer comparison
Electrodes & Refractories · by market value
CompanyPriceMarket capP/E
Graphite India Limitedthis company₹814₹15,875 cr23.1
Vesuvius India Limited₹400₹8,120 cr34.7
Raghav Productivity Enhancers Limited₹1,654₹7,597 cr97.1
RHI MAGNESITA INDIA LIMITED₹366₹7,557 cr29.2
HEG Limited₹226₹4,358 cr8.9
IFGL Refractories Limited₹198₹1,425 cr20.8
ORIENT CERATECH LIMITED₹46₹552 cr13.1
De Nora India Limited₹785₹417 cr16.3
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.86%
trailing 12 months
Dividend / share (TTM)
₹7
Last dividend
₹7
ex 20 Jul 2026
ActionDetailEx-date
Dividend₹7 / share20 Jul 2026
Dividend₹11 / share17 Jul 2025
Dividend₹11 / share19 Jul 2024
Dividend₹8.5 / share20 Jul 2023
Dividend₹10 / share25 Jul 2022
Dividend₹5 / share9 Aug 2021
Who owns it · 2026-06-30
No pledge
Promoter
65.3%
FII / Foreign
6.0%
DII / Domestic
10.2%
Retail / others
18.4%
Smart-money activity
Insider trades
SoldKRISHNA KUMAR BANGUR · Promoter Group13.97 L · ₹103.4 cr5 Aug 21
BoughtEMERALD MATRIX HOLDINGS PTE LTD · Promoter Group13.97 L · ₹103.4 cr5 Aug 21
SoldKRISHNA KUMAR BANGUR · Promoters2.49 L5 Apr 21
Bulk / block deals
short · NSE39 Sep 26
SoldQE SECURITIES LLP · NSE14.06 L @ ₹842.659 Sep 26
BoughtQE SECURITIES LLP · NSE13.52 L @ ₹840.319 Sep 26
Stake changes
SoldFunds under the management of FMR LLC and its direct and indirect subsidiaries and FIL Limited and its direct and indirect subsidiaries→ 3.52% · 1.14 L14 Jul 17
SoldKiwi Investments Ltd · promoter→ 0.00% · 13.97 L30 Mar 16
SoldKiwi Investments Ltd · promoter→ 0.75% · 20.00 L29 Mar 16
What shareholders were asked to approve
1 proposal passed only on promoter votes

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Postal ballot · 24 Mar 2026
See the official result
1
Approve payment of Commission to Non-Executive Directors
Promoters had a personal stake in this
Backed by 80% of shareholders other than promotersneeded 75%
2.18 cr votes for, 54.43 L against · 20% of mutual funds and other big investors said no
2
Approve increase in remuneration of Mr. Siddhant Bangur
Promoters had a personal stake in this
Backed by 52% of shareholders other than promotersneeded 50%
1.41 cr votes for, 1.31 cr against · 48% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 15 named members
owning 65.4% between them · as of 2026-06-30
Emerald Company Private Limited61.33%
G K W Limited2.05%
Emerald Matrix Holdings Pte ltd0.71%
Shree Laxmi Agents Private Limited0.45%
Carbo Ceramics Limited0.20%
Manjushree Bangur0.13%
Siddhant Bangur0.13%
APARNA BANGUR0.10%
Business done with them
FY2026 · 11 of the group
The company paid ₹143 cr to companies in the promoter group last year — about 5.0% of its ₹2,852 cr revenue.
EMERALD COMPANY PRIVATE LIMITED
Other payments to them · Dividend Paid
also owns 61.33% of the company
₹132 cr
company paid
GKW LTD
Other payments to them · Dividend Paid
also owns 2.05% of the company
₹4 cr
company paid
KRISHNA KUMAR BANGUR
Other payments to them · Dividend Paid, Sitting Fees
also owns 0.01% of the company
₹2 cr
company paid
Emerald Matrix Holdings PTE. Ltd
Other payments to them · Dividend Paid
also owns 0.71% of the company
₹2 cr
company paid
Siddhant Bangur
Other payments to them · Dividend Paid, Remuneration Paid
also owns 0.13% of the company
₹1 cr
company paid
SHREE LAXMI AGENTS PRIVATE LIMITED
Other payments to them · Dividend Paid
also owns 0.45% of the company
₹97 L
company paid
CARBO - CERAMICS LIMITED
Other payments to them · Dividend Paid
also owns 0.20% of the company
₹43 L
company paid
Manjushree Bangur
Other payments to them · Dividend Paid
also owns 0.13% of the company
₹27 L
company paid
Aparna Bangur
Other payments to them · Dividend Paid
also owns 0.10% of the company
₹20 L
company paid
Divya Bagri
Other payments to them · Dividend Paid
also owns 0.09% of the company
₹19 L
company paid
Rukmani Devi Bangur
Other payments to them · Dividend Paid
also owns 0.03% of the company
₹6 L
company paid

The company also transacted with 28 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.