| Margins | Standalone EBITDA/tonne fell 20% YoY to ₹982 due to cost pressures. |
|---|---|
| Demand visibility | Strong project pipeline ensuring long-term demand visibility with government capex push. |
Growth
Standalone revenue grew 21% YoY; Net sales reached ₹3,786 Cr. Volume growth was robust at 18% for grey cement.
Outlook
Targeting 50 MTPA by FY30. Planned capex of ₹5,000-6,000 Cr over next two years for expansion projects.
Risks
EBITDA margin pressure from abnormally high maintenance activity, increased packaging costs, and pet coke price volatility.
Last quarter's promises, checked
Delivered
- Guided double-digit volume growth → delivered 18% Grey / 29% White (= BEAT)
- Guided FY27 Paint revenue ₹500-550Cr → delivered >₹125Cr in Q1 (= BEAT)
- Guided 8-10% White Cement volume growth → delivered 29% (= BEAT)
Partly delivered
- Guided FY27 Capex ₹3,500-4,000Cr → current plan raised to ₹5k-6k Cr over two years (= PARTIAL)
Missed
- Guided unit cost savings of ₹50/ton → delivered EBITDA/ton of ₹982, down 20% YoY (= MISS)
Earnings Call filed with BSE, NSE: JKCEMENT. Summary written with AI assistance from 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.
More from JK Cement Ltd
All →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
JK Cement Earnings Call Transcript: Key Takeaways
JK Cement Q1 FY27 standalone revenue grew 23% YoY to ₹3,786 Cr, though EBITDA margins contracted to 16.9% due to higher fuel costs and maintenance expenses.
JK Cement Q1 FY27 Results: Net Profit ₹274.6 Cr, Down 15.3% YoY
JK Cement Ltd reported revenue from operations of ₹4,032 Cr (+20.3% YoY) and net profit of ₹274.6 Cr (-15.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹274.6 Cr · -15.3% YoY
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.
JK Cement Earnings Call: Key Takeaways
JK Cement reported strong Q4FY26 results with a 13% YoY growth in combined volumes and standalone Net Profit reaching ₹345 Cr, driven by grey cement expansion and operational efficiency.
JK Cement Earnings Call: Key Takeaways
JK Cement Q4FY26 standalone net profit surged 91% QoQ to ₹345cr, driven by 15% volume growth in Grey Cement and capacity expansion in Central India.