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Earnings Call

Sagar Cements Earnings Call: Key Takeaways

Sagar Cements delivered resilient volume growth in Q4FY26 but faces immediate margin pressure from rising fuel costs and West Asia crisis logistics. Profits were significantly boosted by one-time deferred tax asset recognition.

Why this was an Alfa AlertNot a filter event. Volume performance was broadly in line with expectations at 6.1MT vs 6MT guided.
Highlights
Revenue growth20% Q4 growth; 11% annual volume growth to 6.1 million tons.
MarginsEBITDA/ton improved to ₹445; headwinds from ₹150/ton fuel cost hike.
Demand visibilityStrong visibility from government infrastructure spend and stable rural demand.
Management confidenceBalanced but cautious on fuel cost pass-through and geopolitical risks.

Growth

FY26 volumes grew 11% to 6.1 million tons, supported by strong non-trade segment realizations and infrastructure demand.

Outlook

Targeting 7 million tons volume for FY27; ₹190cr remaining capex; expected ₹150cr from Vizag land sale.

Risks

Fuel costs rising ₹100-150/ton; West Asia crisis impact on coal; high debt levels at 0.74 equity ratio.

Source

Earnings Call filed with BSE, NSE: SAGCEM. Summary written with AI assistance from the document.

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Sagar Cements Ltd: key numbers

Share price
₹152.64
Market cap
₹1,995 Cr
Revenue (annual)
₹2,650 Cr
Net profit (annual)
₹-11.07 Cr
P/E (TTM)
-56.4×Sector 33.0×
Promoter holding
48.33%+0.00% QoQ
FII holding
1.61%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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21:02 IST BSE
Financial Results

Sagar Cements Q4 FY26 Results: Turns Profitable, Net Profit ₹100 Cr

Sagar Cements Ltd reported revenue from operations of ₹787 Cr (+19.6% YoY) and net profit of ₹100 Cr for Q4 FY26.

Key figure
Net profit ₹100 Cr