Japan's Move Against Chinese Graphite Electrodes Puts HEG & Graphite India in the Spotlight

Japan has officially announced a five-year anti-dumping duty of 95.2% on graphite electrode imports from China, starting from July 3, 2025, and running through July 2, 2030. The decision comes after authorities determined that low-cost imports from China were negatively impacting Japan’s local industry. 🏭 What This Means for Indian Graphite Makers With Chinese supply curbed in Japan, companies like HEG and Graphite India could see stronger global demand for their products. This opens up opportunities for Indian firms to capture market share in export markets, especially if other regions follow Japan's lead. 💰 Stock Performance Snapshot (as of June 27, 2025) HEG Ltd. Price: ₹2,145.80 (up 6.2% intraday) P/E: 18.4 1-Month Gain: +14.7% Graphite India Price: ₹592.30 (up 5.8% intraday) P/E: 21.1 1-Month Gain: +12.3%