ALFA Finder| Margins | Margins impacted by fuel cost (up to ₹1.85/Kcal) and packaging. |
|---|---|
| Demand visibility | Q2 cyclical demand cyclicity noted; demand expected to improve post-monsoon. |
| Management confidence | High on long-term 30MT target and passing through costs. |
Growth
Industry grew ~8%; Company saw realization up ~9% sequentially driven by non-trade segment price increases.
Outlook
Targeting 30 million tons capacity by 2030; FY27 capex guided at ₹1,500 crores; FY28 at ₹2,000 crores.
Risks
Geopolitical conflicts impacting fuel supply chain; rising pet coke, coal, and packaging (granule) prices.
Last quarter's promises, checked
Delivered
- Guided 6% industry growth → delivered ~8% (= BEAT)
- Guided 30MT target by 2030 → reaffirmed in current call (= BEAT)
- Guided Northeast project after East expansion → Northeast expansion underway (= BEAT)
Partly delivered
- Guided ₹1,500-1,700cr FY27 capex → current guide ₹1,500cr (= PARTIAL)
- Guided realization growth via non-trade price hikes → achieved 9% seq. but offset by costs (= PARTIAL)
Missed
- Guided ₹1,000 EBITDA/ton anchor → delivered ₹730-odd (= MISS)
- Guided Q1 cost hit of ₹120-130/ton → delivered ₹150-185/ton (= MISS)
Investor Presentation filed with NSE, NSE: JKLAKSHMI. Summary written with AI assistance from the document.
JK Lakshmi Cement Ltd: key numbers
- Share price
- ₹487.40
- Market cap
- ₹6,051 Cr
- Revenue (annual)
- ₹6,763 Cr
- Net profit (annual)
- ₹412.1 Cr
- P/E (TTM)
- 19.6×Sector 33.5×
- Promoter holding
- 45.12%+0.00% QoQ
- FII holding
- 8.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JK Lakshmi Cement Ltd
All →JK Lakshmi Cement Investor Presentation: Key Takeaways
Q2 FY27 net sales ₹1,617 Cr (+6% YoY, −15% QoQ), PAT ₹21 Cr (−75% YoY), EBITDA ₹154 Cr (−26% YoY); fuel costs compressed margins and net debt rose to ₹2,027 Cr.
JK Lakshmi Cement Q2 FY27 Results: Net Profit ₹20.4 Cr, Down 74.7% YoY
JK Lakshmi Cement Ltd reported revenue from operations of ₹1,617 Cr (+5.6% YoY) and net profit of ₹20.4 Cr (-74.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹20.4 Cr · -74.7% YoY
JK Lakshmi Cement Board Meeting Date
JK Lakshmi Cement will hold a board meeting on 4 November 2026 to approve Q2 and half-year unaudited results. The trading window stays closed from 1 October until 7 November 2026.
JK Lakshmi Cement Other Announcement
The company filed its shareholding pattern for the quarter ended September 30, 2026, as required under SEBI Regulation 31(1)(b).
JK Lakshmi Cement Merger & Restructuring Worth ₹20.5 Cr
JK Lakshmi Cement approved an investment of up to ₹20.50 Crore to acquire a 26% stake in STLC RE 1 Ltd for a captive solar project.
- Value
- ₹20.50 Cr
JK Lakshmi Cement Q1 FY27 Results: Net Profit ₹108.1 Cr, Down 27.9% YoY
JK Lakshmi Cement Ltd reported revenue from operations of ₹1,905 Cr (+9.4% YoY) and net profit of ₹108.1 Cr (-27.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹108.1 Cr · -27.9% YoY