JSW Cement Earnings Call Transcript: Key Takeaways
Consolidated revenue ₹1,912 Cr (+33% YoY) was volume-led, while operating EBITDA rose only 4% YoY to ₹278 Cr on price softness and fuel inflation. North turned marginally EBITDA-positive.
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Consolidated revenue ₹1,912 Cr (+33% YoY) was volume-led, while operating EBITDA rose only 4% YoY to ₹278 Cr on price softness and fuel inflation. North turned marginally EBITDA-positive.
CRISIL reaffirmed JSW Cement's long-term rating at AA-/Stable and its short-term ratings at A1+. No new borrowing or fund raise is announced.
Q2 FY27: Revenue ₹1,912 cr (+33.1% YoY), Op. EBITDA ₹278 cr (+3.9%), PAT ₹77.6 cr (+3.0%). Volume-led growth; North (Nagaur) ramp-up; approved capacity to 43.3 MTPA grinding.
Q2 FY27 revenue rose 33% YoY to ₹1,912 crore; PAT was ₹77.6 crore. Release also covers a proposed Shiva Cement amalgamation.
JSW Cement Ltd reported revenue from operations of ₹1,912 Cr (+33.1% YoY) and net profit of ₹77.6 Cr (+2.9% YoY) for Q2 FY27.
JSW Cement Ltd has submitted its quarterly shareholding pattern report for the period ended September 30, 2026. This filing is a routine regulatory disclosure.
The High Court of Orissa allowed JSW Cement's writ petition regarding IPR 2015, directing the determination and release of the company's SGST reimbursement claims within four weeks.
JSW Cement Limited will hold a board meeting on October 27, 2026. The board will consider and approve unaudited financial results for the quarter ended September 2026.
JSW Cement has commissioned a new 1 MTPA grinding unit in Nagaur, Rajasthan, increasing its total cement grinding capacity to 25.1 MTPA.
JSW Cement Limited's board approved the amalgamation of its subsidiary, Shiva Cement Limited. This merger aims to achieve business synergies and backward integration.
JSW One Platforms Limited has filed its Draft Red Herring Prospectus for an Initial Public Offer with regulatory authorities.
JSW Cement received a GST show cause notice from the Belagavi Audit Commissionerate alleging a tax demand of ₹229.85 crore. The company is preparing a response.
India Ratings assigned 'IND AA-/Stable' to JSW Cement’s proposed non-convertible debentures and affirmed its 'IND AA-/Stable/IND A1+' ratings on existing bank loan facilities.
JSW Cement received a Show Cause Notice from the Joint Commissioner of State Tax regarding a FY 2022-23 GST audit. The total tax demand is ₹55.98 Crore.
JSW Cement received a GST show cause notice for Rs. 13.91 Crore regarding alleged excess Input Tax Credit claims for FY 2020-21.
JSW Cement received a Show Cause Notice from tax authorities demanding ₹81.03 Crore. The company is currently in the process of filing a reply.
JSW Cement received a GST Show Cause cum Demand Notice of Rs. 10.27 Crore. The Company is in the process of filing a reply.
JSW Cement delivered Q4FY26 results with strong EBITDA growth despite significant election-led demand softness in April. Management is aggressively pivoting to Rajasthan and UAE capacity to offset Punjab regulatory delays.
JSW Cement reported 21.6% YoY revenue growth driven by volume expansion. Strategy focuses on green product leadership and aggressive capacity growth.
JSW Cement Limited reported Q1 FY27 revenue of ₹1,896 crore and operating EBITDA of ₹298.6 crore, alongside a profit after tax of ₹153.4 crore.
JSW Cement submitted its quarterly Monitoring Agency Report regarding the utilization of IPO proceeds for the quarter ended June 30, 2026.
JSW Cement Limited's board approved participating in JSW One Platforms Limited's IPO as a promoter selling shareholder. The offer for sale aggregates up to ₹123.00 Crore.
JSW Cement Ltd reported revenue from operations of ₹1,896 Cr (+21.6% YoY) and net profit of ₹153.4 Cr for Q1 FY27.
JSW Cement Ltd will hold a Board meeting on 13th August, 2026, to approve the company's standalone and consolidated financial results for the quarter ended June 2026.
JSW Cement Limited held its 20th Annual General Meeting on July 31, 2026, where members adopted financial statements and approved a dividend of Re 0.50/share.
JSW Cement will provide a corporate guarantee of USD 29.24 million (approx. ₹280.7 Crore) to secure a loan for its subsidiary's new grinding unit in UAE.
JSW Cement Ltd filed its quarterly shareholding pattern for the period ending June 30, 2026. The report details equity distribution among promoters and public shareholders.
JSW Steel approved divesting up to Rs. 811 Crore in JSW One Platforms via an IPO offer-for-sale. JSW Cement noted the joint venture partner's board approval.
India Ratings upgraded JSW Cement's long-term bank facilities rating to IND AA- from IND A+. The upgrade covers facilities totaling ₹3,249 Crore.
JSW Cement provided shareholders with a web-link and QR code to access the FY 2025-26 Integrated Annual Report. The 20th AGM is scheduled for July 31, 2026.