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Earnings Call

JK Cement Earnings Call: Key Takeaways

JK Cement reported FY26 net sales of ₹12,568cr (up 16% YoY) and PAT of ₹1,033cr (up 21% YoY). Strategic focus remains on capacity expansion and transition to green power.

Why this was an Alfa AlertNot a filter event. Results were generally in line with industry growth and management's expansion trajectory without a qualifying 10% guidance beat.
Highlights
Revenue growth16% YoY for FY26; 11% YoY for Q4 FY26.
MarginsFY26 EBITDA margin at 18.5%; paint business eyeing FY27 breakeven.
Demand visibilityExpect 6-8% industry growth; company to outperform at 10%+.
Management confidenceHigh confidence in reaching 50MT capacity target by FY30.

Growth

FY26 revenue grew 16% to ₹12,568cr; EBITDA up 18% to ₹2,318cr; PAT grew 21% to ₹1,033cr.

Outlook

FY27 gray cement growth target of 10%+; FY27 capex guided at ₹3,500-4,000cr; aim for 50MT capacity by FY30.

Risks

Potential geopolitical impact on housing demand; diesel price hikes impacting freight costs; increasing competitive intensity in Central India.

Source

Earnings Call filed with BSE, NSE: JKCEMENT. Summary written with AI assistance from the document.

Read the document ↗

JK Cement Ltd: key numbers

Share price
₹5,000.00
Market cap
₹38,634 Cr
Revenue (annual)
₹13,722 Cr
Net profit (annual)
₹992.5 Cr
P/E (TTM)
40.9×Sector 33.0×
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.

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17:12 IST BSE
Debt & Borrowing

JK Cement Debt & Borrowing: ₹14.3 Cr

J.K. Cement Limited successfully paid Rs. 14.30 Crore as interest and principal redemption for its NCDs (ISIN INE823G07219), ensuring timely debt servicing.

Value
₹14.30 Cr