Graphite India has been one of the good wealth creators for investors with the stock price nearly multiplying ~3.3x since our Sector Update in July, 2017. However, we believe there is more leg room in the stock price appreciation given the bright outlook of the global graphite electrode sector. Graphite India is the largest producer of graphite electrodes by capacity in India and accounts for 12.6% of global capacity (ex-China). Multiple triggers put graphite electrode industry in sweet spot The fortunes of the graphite electrode sector have been on an uptrend....