ALFA Finder| Revenue growth | 5% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin contracted to 10% from 18% YoY. |
| Demand visibility | Demand remains resilient despite temporary disruptions from heatwaves/elections. |
| Management confidence | Confident in achieving 7 million MT volume guidance for FY27. |
Growth
Revenue grew 5% YoY; volume increased 13% YoY. EBITDA per ton fell 47% YoY to ₹451 due to elevated costs.
Outlook
FY27 volume guidance of ~7 Mn MT. Commissioned 1.55 MW WHRS and 0.50 MTPA expansion. ₹326 Cr budgeted capex for FY27.
Risks
Elevated input costs (energy, fuel, packaging) due to geopolitical tensions and soft momentum in pricing towards quarter-end.
Last quarter's promises, checked
Delivered
- Guided 6 MnT FY26 volume → delivered 6.1 MnT (= BEAT)
- Guided 2.8 MW WHRS commissioning by May 2026 → delivered 2.8 MW (= BEAT)
- Guided Andhra clinker stabilization → delivered operationalized clinker line (= BEAT)
Partly delivered
- Guided 1.55 MW WHRS by June 2026 → delivered in Q1FY27 (= BEAT/PARTIAL)
- Guided 0.5 MTPA Jeerabad expansion by Q1FY27 → delivered (= BEAT/PARTIAL)
Missed
- Guided EBITDA/ton ~₹600 for FY27 → delivered ₹451 in Q1FY27 (= MISS)
- Guided net debt ~₹1,300 Cr → delivered ₹1,550 Cr+ (= MISS)
Investor Presentation filed with NSE, NSE: SAGCEM. Summary written with AI assistance from the document.
Sagar Cements Ltd: key numbers
- Share price
- ₹142.25
- Market cap
- ₹1,859 Cr
- Revenue (annual)
- ₹2,650 Cr
- Net profit (annual)
- ₹-11.07 Cr
- P/E (TTM)
- -50.4×Sector 33.5×
- Promoter holding
- 48.33%+0.00% QoQ
- FII holding
- 1.63%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Sagar Cements Ltd
All →Sagar Cements Acquisition
Sagar Cements received BSE and NSE observation letters, with no adverse observations, on the scheme of amalgamation of Andhra Cements into Sagar Cements. The scheme still needs NCLT approval.
Sagar Cements Earnings Call Transcript: Key Takeaways
Q2 FY27 volume rose 26% and revenue 17% YoY, with net profit at ₹52 Cr. Fuel costs and plant shutdowns squeezed margins. Management guides H2 recovery and FY27 AITA of ₹350–375 Cr, below the prior ₹410 Cr.
Sagar Cements Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹705 Cr (+17% YoY), EBITDA ₹45 Cr (-12%), net loss ₹52 Cr. Volume +26%, margin pressure from costs and soft prices.
Sagar Cements Q2 FY27 Results: Net Loss of ₹51.5 Cr, Loss Widens
Sagar Cements reported a Q2 standalone net loss of Rs.2,058 lakh. The unaudited results were approved by the board on 30 October 2026.
- Key figure
- Net loss ₹51.5 Cr
Sagar Cements Board Meeting Date
Sagar Cements Limited will hold a board meeting on October 30, 2026, to consider the company's standalone and consolidated financial results for the quarter ended September 30, 2026.
Sagar Cements Other Announcement
Sagar Cements Ltd submitted its quarterly shareholding pattern for the quarter ended September 30, 2026, as required under SEBI Regulation 31(1)(b).