The graphite electrode price is expected to remain subdued in current FY. Graftech increased capacity utilization and commissioning of HEG new capacity will further add on the supply side there by further impacting the realization… Anode story is 24 months ahead story…
Long term growth story seems intact but that will probably play after 12 to 18 months. As there are other good opportunities in the current market, one should carefully allocate capital as you may loose out growth opportunity on other stocks/sectors.
Disclosure : Not invested but tracking the industry for academic purpose…
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