| Margins | Standalone EBITDA/tonne fell 20% YoY to ₹982 due to cost pressures. |
|---|---|
| Demand visibility | Strong project pipeline ensuring long-term demand visibility with government capex push. |
Growth
Standalone revenue grew 21% YoY; Net sales reached ₹3,786 Cr. Volume growth was robust at 18% for grey cement.
Outlook
Targeting 50 MTPA by FY30. Planned capex of ₹5,000-6,000 Cr over next two years for expansion projects.
Risks
EBITDA margin pressure from abnormally high maintenance activity, increased packaging costs, and pet coke price volatility.
Last quarter's promises, checked
Delivered
- Guided double-digit volume growth → delivered 18% Grey / 29% White (= BEAT)
- Guided FY27 Paint revenue ₹500-550Cr → delivered >₹125Cr in Q1 (= BEAT)
- Guided 8-10% White Cement volume growth → delivered 29% (= BEAT)
Partly delivered
- Guided FY27 Capex ₹3,500-4,000Cr → current plan raised to ₹5k-6k Cr over two years (= PARTIAL)
Missed
- Guided unit cost savings of ₹50/ton → delivered EBITDA/ton of ₹982, down 20% YoY (= MISS)
Earnings Call filed with BSE, NSE: JKCEMENT. Summary written with AI assistance from the document.
JK Cement Ltd: key numbers
- Share price
- ₹5,050.00
- Market cap
- ₹39,020 Cr
- Revenue (annual)
- ₹13,722 Cr
- Net profit (annual)
- ₹992.5 Cr
- P/E (TTM)
- 41.3×Sector 31.7×
- Promoter holding
- 45.66%+0.00% QoQ
- FII holding
- 16.85%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JK Cement Ltd
All →JK Cement Debt & Borrowing: ₹14.3 Cr
J.K. Cement Limited successfully paid Rs. 14.30 Crore as interest and principal redemption for its NCDs (ISIN INE823G07219), ensuring timely debt servicing.
- Value
- ₹14.30 Cr
JK Cement Debt & Borrowing
J.K. Cement has announced record dates for interest payment and part redemption of its non-convertible debentures. These scheduled payments are part of routine debt servicing obligations.
JK Cement Legal & Regulatory
J.K. Cement and its officers were fined ₹9.65 Lakh by the ROC for delayed Form BEN-2 filings. This regulatory penalty follows a voluntary adjudication application.
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- ₹0.10 Cr
JK Cement Production Started
J.K. Cement commissioned a new 0.60 MnTPA Wall Putty manufacturing plant in Rajasthan. The company's total White Cement & Wall Putty capacity increased to 3.65 MnTPA.
JK Cement Merger & Restructuring Worth ₹4.91 Cr
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- Value
- ₹4.91 Cr
JK Cement Promoter Buying (Off-Market)
Dr. Nidhipati Singhania, a promoter, acquired 5,000 shares of J.K. Cement Limited via an inter-se off-market gift from his mother.