ALFA Finder| 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
- ₹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).