JK Cement Limited has informed the Exchange about Investor Presentation
JKCEMENT · price
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JK Cement filed its Q2 FY2026 investor presentation alongside its results announcement. On a consolidated basis, revenue from operations rose 18% YoY to ₹3,019 Cr with PAT of ₹159 Cr. Standalone performance was stronger, with PAT jumping to ₹176 Cr (from ₹40 Cr YoY) and EBITDA at ₹440 Cr, up 63% YoY. Grey cement sales volumes grew 16% YoY and white cement/wall putty grew 10% YoY, with EBITDA per tonne improving to ₹902 from ₹639. However, sequentially (QoQ) numbers softened due to monsoon weakness and GST-led demand impact, with EBITDA margin falling from 21.9% to 15.9% standalone. The company highlighted several capacity expansion projects, including the Prayagraj grinding unit commissioned on 25 Oct 2025, Panna, Hamirpur, Bihar grinding unit, and new projects where bhoomi pujan was done on 5 Sep 25 with combined project cost of nearly ₹3,825 Cr.
Strong YoY earnings growth and margin expansion signal healthy underlying business momentum, but the sharp QoQ decline reminds investors of demand seasonality and pricing pressure. Capacity expansion pipeline of over 7 MTPA could support future volume growth, though it means significant capex of ~₹2,155 Cr already spent YTD Sep'25 on projects not yet commissioned.