Professional
Added to YB: 2025-03-05
Pitch date: 2025-03-04
EAF [neutral]
GrafTech International Ltd.
-43.6%
current return
Author Info
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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
$172.2M
Pitch Price
$11.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
-73.17
P/E
-0.79
EV/Sales
2.24
Sector
Electrical Equipment
Category
turnaround
Three Interesting Setups - GrafTech International Ltd.
EAF (overview): Graphite electrode mkt challenges from Chinese exports. Spot prices down to $3900/mt vs $4900 breakeven. Mgmt locked 60% 2025 volumes, guiding low double-digit growth. 15% price hike planned H2 2025. HEG bought 8.2% stake. New tariffs on Chinese steel/electrodes in EU, SK, Japan, US, Vietnam may boost demand. Risks: tariff uncertainty, potential US downturn.
Read full article (5 min)