| Margins | Margins impacted by fuel cost (up to ₹1.85/Kcal) and packaging. |
|---|---|
| Demand visibility | Q2 cyclical demand cyclicity noted; demand expected to improve post-monsoon. |
| Management confidence | High on long-term 30MT target and passing through costs. |
Growth
Industry grew ~8%; Company saw realization up ~9% sequentially driven by non-trade segment price increases.
Outlook
Targeting 30 million tons capacity by 2030; FY27 capex guided at ₹1,500 crores; FY28 at ₹2,000 crores.
Risks
Geopolitical conflicts impacting fuel supply chain; rising pet coke, coal, and packaging (granule) prices.
Last quarter's promises, checked
Delivered
- Guided 6% industry growth → delivered ~8% (= BEAT)
- Guided 30MT target by 2030 → reaffirmed in current call (= BEAT)
- Guided Northeast project after East expansion → Northeast expansion underway (= BEAT)
Partly delivered
- Guided ₹1,500-1,700cr FY27 capex → current guide ₹1,500cr (= PARTIAL)
- Guided realization growth via non-trade price hikes → achieved 9% seq. but offset by costs (= PARTIAL)
Missed
- Guided ₹1,000 EBITDA/ton anchor → delivered ₹730-odd (= MISS)
- Guided Q1 cost hit of ₹120-130/ton → delivered ₹150-185/ton (= MISS)
Investor Presentation filed with NSE, NSE: JKLAKSHMI. Summary written with AI assistance from the document.
JK Lakshmi Cement Ltd: key numbers
- Share price
- ₹471.65
- Market cap
- ₹5,855 Cr
- Revenue (annual)
- ₹6,763 Cr
- Net profit (annual)
- ₹412.1 Cr
- P/E (TTM)
- 15.8×Sector 31.4×
- Promoter holding
- 45.12%+0.00% QoQ
- FII holding
- 8.64%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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