JK Cement Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

JKCEMENT · price

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Price reaction · full curve 14 horizons · vs prior close

-4.0%1-day move

₹5545.50

prior close

₹5546.50

base price

After-mkt

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AI summary

JK Cement reported strong Q4 FY26 standalone results with 15% QoQ volume growth in Grey Cement (6.13 MT) and 91% QoQ jump in net profit to ₹345 crore. Standalone EBITDA improved to ₹670 crore with margins expanding 140 bps QoQ to 18.5%. For full year FY26, standalone revenue reached ₹12,945 crore (up 16% YoY) and PAT was ₹1,033 crore (up 21% YoY). Consolidated revenue was ₹13,722 crore with PAT of ₹988 crore. The company commissioned 6 MTPA grey cement capacity during the year and has capex projects worth ₹5,430 crore underway targeting H1 FY28 completion. Energy costs rose due to pet coke price increase from geopolitical factors, impacting white cement UAE operations. Board proposed dividend of ₹20 per share.

Likely market impact

Strong sequential recovery in profitability with margin expansion signals operational leverage working well. Volume growth in grey cement and capacity additions support long-term growth. Rising energy costs and geopolitical headwinds remain watch items for sustainability of margins.