| Revenue growth | +6% YoY; -15% QoQ |
|---|---|
| Margins | EBITDA/t ₹517 vs ₹732 YoY; fuel costs rising |
| Demand visibility | Industry H1 FY27 volume +8-9%; FY27 demand ~8% |
Growth
Volume +5% YoY to 29.83 lakh t; realisation flat YoY at ₹4,885/t; EBITDA/t down 29% YoY to ₹517.
Outlook
No explicit company FY27 guidance. Capacity 18.0 MTPA to 22.6 (FY28P) and 25.1 MTPA (FY30P); Durg Line II ongoing.
Risks
Fuel cost ₹1.82/kcal (+18% YoY); Brent above $115; RBI rate hike; weak rural demand; utilisation down to 62%.
Last quarter's promises, checked
Delivered
- Guided ND/EBITDA ≤2.5x (max 2.75x) → 2.31x (= BEAT)
- Guided Q2 fuel ₹1.80–1.85/kcal → ₹1.82/kcal (= BEAT, in range)
Partly delivered
- Guided 18 MTPA by FY27-end → 18.0 MTPA shown; FY27-end not yet reported (= PARTIAL)
Missed
- Guided 30 MTPA by FY30 → 25.1 MTPA FY30P (= MISS)
- Guided full cost pass-through → realisation +1% QoQ vs fuel ₹1.65→₹1.82/kcal (= MISS)
Investor Presentation filed with NSE, NSE: JKLAKSHMI. Summary written with AI assistance from the document.
JK Lakshmi Cement Ltd: key numbers
- Share price
- ₹482.95
- Market cap
- ₹5,996 Cr
- Revenue (annual)
- ₹6,763 Cr
- Net profit (annual)
- ₹412.1 Cr
- P/E (TTM)
- 16.2×Sector 32.4×
- Promoter holding
- 45.12%+0.00% QoQ
- FII holding
- 8.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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