ALFA Finder| 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
- ₹5,273.80
- Market cap
- ₹40,750 Cr
- Revenue (annual)
- ₹13,722 Cr
- Net profit (annual)
- ₹992.5 Cr
- P/E (TTM)
- 42.5×Sector 33.5×
- Promoter holding
- 45.66%+0.00% QoQ
- FII holding
- 18.35%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 Promoter Selling: ₹0.53 Cr
Promoter group member Kalpana Singhania sold 1,000 JK Cement shares on the NSE on 05-11-2026. Holding fell to 324,296 shares, roughly 0.41%, worth about Rs.0.53 Crore.
- Value
- ₹0.53 Cr
JK Cement Promoter Selling
Promoter Kalpana Singhania sold 1,000 JK Cement shares via open market on 05 November 2026. Holding fell to 324,296 shares, with the stake effectively unchanged at 0.41%.
JK Cement Earnings Call Transcript: Key Takeaways
Q2 FY27 standalone revenue ₹3,595 Cr (+26% YoY), EBITDA ₹500 Cr (+14%), margin 14.2% (down 1.7ppt YoY). PAT ₹190 Cr (+8%). Grey volume up 21%.
JK Cement Board Meeting Outcome
JK Cement's board approved appointing Price Waterhouse Chartered Accountants LLP as statutory auditor for 60 months. The appointment takes effect from 30 September 2027.
- Execution
- 60 months, effective from 2027-09-30
JK Cement Capacity Expansion: ₹130 Cr Investment
JK Cement's board approved a 75,000 KLPA capacity addition at subsidiary JK Maxx Paints, costing Rs 130 Crore. Completion is expected within 12 months of construction start.
- Value
- ₹130.0 Cr
- Execution
- 12 months (from the start of construction)
- paints manufacturing capacity
- 75000.0 KLPA
JK Cement Other Announcement
J. K. Cement's board appointed Price Waterhouse Chartered Accountants LLP as statutory auditor for a 60-month term from 30 September 2027. No monetary value is disclosed.