Investors Presentation Q4FY25
Awaiting price reaction for this filing.
JK Cement reported a strong Q4 FY25 with standalone net sales of ₹3,225 Cr (up 24% QoQ, 13% YoY) and EBITDA of ₹736 Cr (up 50% QoQ, 34% YoY). Standalone PAT doubled QoQ to ₹417 Cr, with EBITDA per tonne improving to ₹1,265 from ₹1,040 the previous quarter. For full-year FY25, consolidated revenue grew 3% YoY to ₹11,879 Cr with PAT of ₹872 Cr (up 10% YoY). Grey cement sales volumes jumped 25% QoQ driven by pent-up demand and higher government spending. The Board proposed a dividend of ₹15 per share. Capacity expansion is on track with 3 MTPA split grinding unit in Bihar and 6.3 MTPA at Panna, Hamirpur and Prayagraj scheduled for commissioning in December 2025. Paints business Net Sales more than doubled to ₹273 Cr in FY25 from ₹153 Cr in FY24.
Strong sequential jump in EBITDA per tonne signals margin recovery for the stock. Expansion projects nearing commissioning in late 2025 should support future volume growth, while the healthy dividend and 10% PAT growth provide confidence on shareholder returns.