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Earnings Call

Star Cement Earnings Call: Key Takeaways

Star Cement reported record FY26 EBITDA of ₹944 Cr (+60% YoY). The company is executing an aggressive expansion plan to double cement capacity to 16.7 MTPA by FY29.

Why this was an Alfa AlertNot a filter event. Company met growth targets and reported record earnings, but did not beat explicit prior-year single-year guidance by >10%.
Highlights
Revenue growthFY26 revenue reached ₹3,776 Cr, up 19% YoY.
MarginsFY26 EBITDA margin improved significantly to ₹1,717/ton from ₹1,245/ton YoY.
Demand visibilityStrong Q4 demand fulfillment cited; expansion targeting high-growth NE and East markets.
Management confidenceHigh; fast-tracking land acquisition for expansion projects in Bihar and Rajasthan.

Growth

Q4 FY26 Revenue grew 12% YoY to ₹1,174 Cr; EBITDA grew 19% to ₹318 Cr. FY26 PAT grew 131% YoY to ₹390 Cr.

Outlook

Planned capex of ₹3,650 Cr through FY29. Commissioning Bihar (FY28), Nimbol (FY29), and Haryana (FY29) units.

Risks

West Asia crisis impacting diesel and packing costs; railway route restrictions affecting coal availability and fuel costs.

Last quarter's promises, checked

Delivered

  • Guided 10-12% Q4 volume growth → delivered 13% (= BEAT)
  • Guided ~5.3 MT volume for FY26 → delivered 5.5 MT (= BEAT)
  • Guided Silchar commissioning in Feb 2026 → delivered Feb 2026 (= BEAT)

Partly delivered

  • Guided sustainable EBITDA ₹1,300-1,500/ton → delivered ₹1,717/ton (= BEAT/PARTIAL on sustainability)

Missed

  • Guided FY27 capex revision in next call → delivered ₹700 Cr (vs unclear earlier plan) (= MISS)
Source

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

Read the document ↗

Star Cement Ltd: key numbers

Share price
₹186.61
Market cap
₹7,542 Cr
Revenue (annual)
₹3,776 Cr
Net profit (annual)
₹393.4 Cr
P/E (TTM)
20.4×Sector 33.0×
Promoter holding
58.10%-0.02% QoQ
FII holding
2.29%Current quarter

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

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