ALFA Finder| Revenue growth | Standalone up 23% YoY; Consolidated up 22% YoY. |
|---|---|
| Margins | Standalone EBITDA margin 16.9% vs 21.9% YoY; peak costs seen in Q2. |
| Demand visibility | Supportive demand environment expected to continue. |
| Management confidence | High on capacity expansion and market share gains in Central India. |
Growth
Grey cement volume grew 19% YoY; White cement grew 11%. Combined volume up 18% YoY.
Outlook
Targeting 40MT capacity by FY28 and 50MT by FY30. Planned ₹3,500 Cr capex for FY27.
Risks
Rising fuel and diesel costs expected to increase Q2 costs by ₹150 per ton; geopolitical shipping restrictions.
Last quarter's promises, checked
Delivered
- Guided FY27 gray cement growth double-digit → delivered 19% YoY (= BEAT)
- Guided paint business breakeven in FY27 → delivered breakeven in Q1 (= BEAT)
- Guided 6 lakh ton Wall Putty plant at Nathdwara → delivered 0.6 MTPA unit setup (= BEAT)
Partly delivered
- Guided ₹3,500-4,000 Cr FY27 capex → delivered ₹3,500 Cr planned (= PARTIAL)
Missed
- Guided FY26 EBITDA margin 18.5% → delivered Q1 FY27 margin 16.9% (= MISS)
Earnings Call Transcript filed with BSE, NSE: JKCEMENT. Summary written with AI assistance from the document.
JK Cement Ltd: key numbers
- Share price
- ₹5,155.10
- Market cap
- ₹39,833 Cr
- Revenue (annual)
- ₹13,722 Cr
- Net profit (annual)
- ₹992.5 Cr
- P/E (TTM)
- 41.6×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.