| Revenue growth | Standalone up 23% YoY; Consolidated up 22% YoY. |
|---|---|
| Margins | Standalone EBITDA margin 16.9% vs 21.9% YoY; peak costs seen in Q2. |
| Demand visibility | Supportive demand environment expected to continue. |
| Management confidence | High on capacity expansion and market share gains in Central India. |
Growth
Grey cement volume grew 19% YoY; White cement grew 11%. Combined volume up 18% YoY.
Outlook
Targeting 40MT capacity by FY28 and 50MT by FY30. Planned ₹3,500 Cr capex for FY27.
Risks
Rising fuel and diesel costs expected to increase Q2 costs by ₹150 per ton; geopolitical shipping restrictions.
Last quarter's promises, checked
Delivered
- Guided FY27 gray cement growth double-digit → delivered 19% YoY (= BEAT)
- Guided paint business breakeven in FY27 → delivered breakeven in Q1 (= BEAT)
- Guided 6 lakh ton Wall Putty plant at Nathdwara → delivered 0.6 MTPA unit setup (= BEAT)
Partly delivered
- Guided ₹3,500-4,000 Cr FY27 capex → delivered ₹3,500 Cr planned (= PARTIAL)
Missed
- Guided FY26 EBITDA margin 18.5% → delivered Q1 FY27 margin 16.9% (= MISS)
Earnings Call Transcript filed with BSE, NSE: JKCEMENT. Summary written with AI assistance from the document.
JK Cement Ltd: key numbers
- Share price
- ₹5,047.00
- Market cap
- ₹38,997 Cr
- Revenue (annual)
- ₹13,722 Cr
- Net profit (annual)
- ₹992.5 Cr
- P/E (TTM)
- 41.2×Sector 31.4×
- 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
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- Value
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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.
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- Value
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