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Earnings · Electrodes & Welding · Mid cap

Graphite India profit drops 63% as margins compress

Consolidated net profit fell to ₹171 crore for FY26, even as revenue held steady at ₹3,026 crore.

1 earlier story on Graphite India Ltd.
Mkt cap₹14,591 cr
P/E44.35×
ROE7.88%
Debt / eq.0.03
Div yld1.47%
₹171 cr Consolidated net profit for FY26, down from ₹458 cr in FY25.

What's new

  • Net profit fell to ₹171 crore from ₹458 crore in the prior year.
  • Total income remained flat at ₹3,026 crore.
  • The board recommended a dividend of ₹7 per share.

Why this matters

The sharp profit decline on flat revenue indicates severe margin pressure. Maintaining a ₹7 dividend payout despite the earnings volatility suggests management is prioritizing shareholder returns over cash retention.

What we're watching

  • Whether margins recover in the coming quarters.
  • Management commentary on the factors driving the profit compression.
  • The impact of the dividend payout on the company's cash position.

The full read

Graphite India closed FY26 with a consolidated net profit of ₹171 crore, a sharp drop from the ₹458 crore earned in the previous year. While total income held steady at ₹3,026 crore, the bottom line suffered from significant margin compression.

Profitability collapsed.

Despite the lower earnings, the board recommended a dividend of ₹7 per share, signaling an intent to maintain payouts even as the company faces a difficult year for its core operations. The company also confirmed the re-appointment of Sudha Krishnan as a non-executive independent director for a second five-year term beginning in December 2026. Investors are left with a stable top line but a diminished ability to convert that revenue into profit, raising questions about the sustainability of current dividend levels if these margins do not recover quickly.

Questions answered

How did Graphite India's profit compare to the previous year?
Net profit dropped to ₹171 crore for FY26, a significant decline from the ₹458 crore reported in FY25.
Did the company see a change in its total income?
No. Total consolidated income remained nearly unchanged at ₹3,026 crore for the fiscal year.
What is the dividend payout for the year?
The board recommended a dividend of ₹7 per equity share.
Are there any changes to the board of directors?
Yes. Sudha Krishnan was re-appointed as a non-executive independent director for a second five-year term starting in December 2026.
Mentioned: Graphite India · Sudha Krishnan
Primary source BSE · NSE

An independent reading of the company's own disclosure — the primary filing above is the final word.

  1. 28 May 2026 · 2:24 PM IST Graphite India profit drops 63% as margins compress
  2. today Graphite India profit drops 63% as margins buckle