External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

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Equity Bottom-Up

<ul><li>Graphite India (GIL) is the largest Indian producer of graphite electrodes by total capacity.</li><li>Its manufacturing capacity is 98000 tonnes per annum. While GIL manufactures a full range of graphite electrodes, it stays focused on the higher margin, large diameter, ultra-high power (UHP) electrodes </li><li>GIL has over 40 years of technical expertise in the industry.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Graphite India (GIL) is the largest Indian producer of graphite electrodes by total capacity.Its manufacturing capacity is 98000 tonnes per annum. While GIL manufactures a full range of graphite electrodes, it stays focused on the higher margin, large diameter, ultra-high power (UHP) electrodes GIL has over 40 years of technical expertise in the industry.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Graphite India (CAREVE) - Performance Likely to Improve, Going Forward…

<p>During the quarter ended September 2021 (Q3CY21), global steel production excluding China registered a strong increase of 15.3% YoY but was down 2.7% QoQ. Chinese steel production for the quarter declined 14.2% YoY and 16.6% QoQ, in line with their strategy to keep steel output at 2020 levels as a part of their goal to reduce carbon emissions.</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

During the quarter ended September 2021 (Q3CY21), global steel production excluding China registered a strong increase of 15.3% YoY but was down 2.7% QoQ. Chinese steel production for the quarter declined 14.2% YoY and 16.6% QoQ, in line with their strategy to keep steel output at 2020 levels as a part of their goal to reduce carbon emissions.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Graphite India: Performance Set to Improve, Going Forward

<p>Graphite India (GIL) reported an operationally healthy set of Q4FY21 numbers, especially for the standalone entity. For Q4FY21, standalone operations reported capacity utilisation of 85% compared to 78% in Q3FY21, 49% in Q4FY20. Standalone operations reported topline of Rs 563 crore, up 24% QoQ, 3% YoY. EBITDA of standalone operations was at Rs 128 crore, while adjusted standalone EBITDA (EBITDA excluding onetime income and expense) was at Rs 188 crore. Standalone PAT was at Rs 114 crore (up 356% YoY, 23% QoQ).</p><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Graphite India (GIL) reported an operationally healthy set of Q4FY21 numbers, especially for the standalone entity. For Q4FY21, standalone operations reported capacity utilisation of 85% compared to 78% in Q3FY21, 49% in Q4FY20. Standalone operations reported topline of Rs 563 crore, up 24% QoQ, 3% YoY. EBITDA of standalone operations was at Rs 128 crore, while adjusted standalone EBITDA (EBITDA excluding onetime income and expense) was at Rs 188 crore. Standalone PAT was at Rs 114 crore (up 356% YoY, 23% QoQ).Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Graphite India: Healthy Operational Performance

Asia-Focused Industry Research, Speeda Research

Speeda

Asia-Focused Industry Research

Speeda Research

Speeda Research analysts cover China, Japan, India and SEA on the latest trends and topics. We have analysts of diverse nationalities who are able to access information in their respective local languages to provide customers with comprehensive reports. With access to private company data in these regions, Speeda Research is also able to provide insights into niche sectors which are not usually covered by other parties. We are also able to undertake ad hoc company and industry research reports.

Thematic (Sector/Industry)

<p>Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The segment remains in a sorry state with the logistics sector largely inundated by unorganised players. Nevertheless, we think the introduction of GST, multimodal logistics parks and the dedicated freight corridors could prove to be a game changer. Also the container manufacturing sector in India is almost negligent and new players could easily gain market share over the current market which is dominated by Chinese containers being imported into the country at a premium.</p>

Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The segment remains in a sorry state with the logistics sector largely inundated by unorganised players. Nevertheless, we think the introduction of GST, multimodal logistics parks and the dedicated freight corridors could prove to be a game changer. Also the container manufacturing sector in India is almost negligent and new players could easily gain market share over the current market which is dominated by Chinese containers being imported into the country at a premium.

Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India

<p>Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high time the Indian Railways did a re-evaluation of its strategy to keep rail freight a going concern. In this report we will look into reasons for the slump in freight traffic and how it can be rejuvenated to continue as the highest revenue grossing segment of the Indian Railways.</p>

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high time the Indian Railways did a re-evaluation of its strategy to keep rail freight a going concern. In this report we will look into reasons for the slump in freight traffic and how it can be rejuvenated to continue as the highest revenue grossing segment of the Indian Railways.

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

India

Graphite India Limited manufactures graphite electrodes, anodes, and other miscellaneous carbon and graphite products, manufactures graphite equipment (IGE) and glass reinforced pipes (GRP). The Company also generates electric energy.

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Graphite India (GRIL IN)

Graphite India (CAREVE) - Performance Likely to Improve, Going Forward…

Graphite India (GIL) is the largest Indian producer of graphite electrodes by total capacity. Its manufacturing capacity is 98000 tonnes per annum.

ICICI Securities Limited

Graphite India: Performance Set to Improve, Going Forward

During the quarter ended September 2021 (Q3CY21), global steel production excluding China registered a strong increase of 15.3% YoY but was down...

ICICI Securities Limited

Graphite India: Healthy Operational Performance

Graphite India (GIL) reported an operationally healthy set of Q4FY21 numbers, especially for the standalone entity. For Q4FY21, standalone...

ICICI Securities Limited

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...

Speeda Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Graphite India (CAREVE) - Performance Likely to Improve, Going Forward…

Graphite India (GIL) is the largest Indian producer of graphite electrodes by total capacity. Its manufacturing capacity is 98000 tonnes per annum.

ICICI Securities Limited

Graphite India: Performance Set to Improve, Going Forward

During the quarter ended September 2021 (Q3CY21), global steel production excluding China registered a strong increase of 15.3% YoY but was down...

ICICI Securities Limited

Graphite India: Healthy Operational Performance

Graphite India (GIL) reported an operationally healthy set of Q4FY21 numbers, especially for the standalone entity. For Q4FY21, standalone...

ICICI Securities Limited

Containerisation: Prerequisite to Efficient Inter-Modal and Multi-Modal Transportation in India

Containerisation of generalised cargo in India is stated to be only about 22%, a very low figure compared to the 80% in developed nations. The...

Speeda Research

"Freight" or Flight: A Look into the Indian Railways' Largest Revenue Segment

Since Independence, rail freight has played an important role in carrying the nation forward. But with freight traffic growth slowing, it is high...

Speeda Research