| Revenue growth | 5% YoY growth driven by higher volumes; realizations broadly stable. |
|---|---|
| Margins | Q1 moderated due to energy costs; expansion expected from H2 efficiencies. |
| Demand visibility | Strong visibility in AP/Telangana/MP; H2 looks robust post-election. |
| Management confidence | Balanced; optimistic on demand but cautious on near-term input inflation. |
Growth
Q1 revenue rose 5% YoY, led by 13% volume growth; realization remained broadly stable with marginal sequential improvement.
Outlook
Targeting 7 million tons volume in FY27 with EBITDA/ton guidance of ₹500–550.
Risks
High fuel and packaging costs (up ₹100/ton) and potential delays in the generic GO for Vizag land monetization.
Last quarter's promises, checked
Delivered
- Volume target ~6 MT → delivered 6.1 MT (= BEAT)
- Commission 2.8MW WHRS by May 2026 → delivered May 12, 2026 (= BEAT)
- Andhra unit turnaround → delivered near breakeven in Q4 (= BEAT)
Partly delivered
- Volume growth 15-16% (7MT) → delivered 13% in Q1 (= PARTIAL)
- Vizag land monetization → awaiting generic GO (= PARTIAL)
Missed
- Net debt target ₹1,300Cr → delivered ₹1,550Cr+ (= MISS)
Earnings Call Transcript filed with BSE, NSE: SAGCEM. Summary written with AI assistance from the document.
Sagar Cements Ltd: key numbers
- Share price
- ₹146.94
- Market cap
- ₹1,921 Cr
- Revenue (annual)
- ₹2,650 Cr
- Net profit (annual)
- ₹-11.07 Cr
- P/E (TTM)
- -54.2×Sector 31.7×
- Promoter holding
- 48.33%+0.00% QoQ
- FII holding
- 1.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sagar Cements Ltd
All →Sagar Cements Investor Presentation: Key Takeaways
Sagar Cements reported Q1 FY27 revenue of ₹706 Cr (up 5% YoY) but a PAT loss of ₹28.1 Cr. Sales volume grew 13% YoY to 1.61 MnT.
Sagar Cements Q1 FY27 Results: Net Loss of ₹28.1 Cr
Sagar Cements Ltd reported revenue from operations of ₹706.1 Cr (+5.3% YoY) and a net loss of ₹28.1 Cr for Q1 FY27.
- Key figure
- Net loss ₹28.1 Cr
Sagar Cements Board Meeting Date
Sagar Cements scheduled a Board Meeting for July 27, 2026. The board will consider un-audited standalone and consolidated financial results for the quarter ended June 30, 2026.
Sagar Cements Credit Rating
Sagar Cements' bank loan facilities were downgraded to 'IND BBB' by India Ratings. This is a regulatory disclosure of a credit rating action for investor information.
Sagar Cements Annual General Meeting
Sagar Cements held its 45th AGM via video conference. Shareholders approved financial statements and director re-appointments.
Sagar Cements Capacity Expansion
Sagar Cements has commissioned the remaining 1.55 MW of its 4.35 MW WHRS, now fully operational. The added capacity will boost energy efficiency and cut power costs.