| Revenue growth | 21.6% YoY |
|---|---|
| Margins | Operating EBITDA margin compressed to 15.7% from 20.7% YoY. |
| Demand visibility | Infra spend holding up demand; rural housing remains a risk. |
Growth
Revenue rose 21.6% YoY to ₹1,896.4 Cr; PAT at ₹153.4 Cr; total volume sold increased 15% YoY.
Outlook
Approved expansion to 43.3 MTPA grinding capacity; targeting 68.3 MTPA long-term. Significant renewable energy capacity additions planned.
Risks
High fuel costs, rupee depreciation, and below-normal monsoon impacting rural housing demand (~60% of total demand).
Last quarter's promises, checked
Delivered
- Guided 50-60% Nagaur utilization → delivered 50-60% range (= BEAT)
- Guided FY26 Capex ~₹2,468 Cr → delivered ₹2,468 Cr (= BEAT)
- Guided FY26 Net Debt ~₹3,635 Cr → delivered ₹3,635 Cr (= BEAT)
Partly delivered
- Guided 43.5 MTPA FY30 capacity → approved 43.3 MTPA (= PARTIAL)
Missed
- Guided mid-to-high teens volume growth → delivered 15% (= MISS)
- Guided 19.3% EBITDA Margin → delivered 15.7% (= MISS)
Investor Presentation filed with NSE, NSE: JSWCEMENT. Summary written with AI assistance from the document.
JSW Cement Ltd: key numbers
- Share price
- ₹112.14
- Market cap
- ₹15,289 Cr
- Revenue (annual)
- ₹6,512 Cr
- Net profit (annual)
- ₹-756.3 Cr
- P/E (TTM)
- 20.1×Sector 31.4×
- Promoter holding
- 72.02%-0.01% QoQ
- FII holding
- 3.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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