Added to YB: 2026-05-12
Pitch date: 2026-05-09
EAF [neutral]
GrafTech International Ltd.
Author Info
Zen Nivesh analyses India’s equity markets to help you discover high-conviction, research-backed stock ideas—long before they hit the mainstream. Our edge lies in identifying fundamentally strong, underfollowed companies with serious upside potential. Sign up for the newsletter.
Company Info
GrafTech International Ltd. manufactures graphite electrode products worldwide. The company offers graphite electrode products for the production of EAF steel and other ferrous, and non-ferrous metals; and petroleum needle coke products.
Market Cap
$221.9M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
-51.65
P/E
-0.99
EV/Sales
2.32
Sector
Electrical Equipment
Category
turnaround
Graftech: The Phoenix of the Graphite Electrode Cycle
EAF (overview): Graphite electrode producer w/ captive needle coke integration via Seadrift. Fell from 2018 peak as LTA contracts rolled off, Monterrey plant suspended, volumes dropped 91K→29K tonnes, EBITDA $536M→$20M. Now announcing $600-1200/tonne price hikes as global capacity cut 18%, peers unprofitable. EU CBAM driving EAF steel shift; HEG & Graphite India hold stakes betting on cycle turn.
Read full article (22 min)