| Revenue growth | 5% YoY growth driven by higher volumes; realizations broadly stable. |
|---|---|
| Margins | Q1 moderated due to energy costs; expansion expected from H2 efficiencies. |
| Demand visibility | Strong visibility in AP/Telangana/MP; H2 looks robust post-election. |
| Management confidence | Balanced; optimistic on demand but cautious on near-term input inflation. |
Growth
Q1 revenue rose 5% YoY, led by 13% volume growth; realization remained broadly stable with marginal sequential improvement.
Outlook
Targeting 7 million tons volume in FY27 with EBITDA/ton guidance of ₹500–550.
Risks
High fuel and packaging costs (up ₹100/ton) and potential delays in the generic GO for Vizag land monetization.
Last quarter's promises, checked
Delivered
- Volume target ~6 MT → delivered 6.1 MT (= BEAT)
- Commission 2.8MW WHRS by May 2026 → delivered May 12, 2026 (= BEAT)
- Andhra unit turnaround → delivered near breakeven in Q4 (= BEAT)
Partly delivered
- Volume growth 15-16% (7MT) → delivered 13% in Q1 (= PARTIAL)
- Vizag land monetization → awaiting generic GO (= PARTIAL)
Missed
- Net debt target ₹1,300Cr → delivered ₹1,550Cr+ (= MISS)
Earnings Call Transcript filed with BSE, NSE: SAGCEM. Summary written with AI assistance from the document.
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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- Key figure
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