Announced Tue, 21 Jul · 18:09 IST
JK Cement Q1 FY27: Volumes up 18% YoY, margin pressure flagged
Mgmt Guided Margin PressureAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF
JKCEMENT · price
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Price reaction · full curve 14 horizons · vs prior close
+0.0%1-day move
₹5657.00
prior close
₹5680.00
base price
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AI summary
Q1 FY27 standalone net sales rose 23% YoY to INR3,786 cr on 18% combined volume growth. Grey cement volumes up 19% YoY, white up 11%. EBITDA at INR639 cr with margins falling to 16.9% from 21.9% YoY. PAT INR291 cr vs INR333 cr YoY. Mgmt guided INR150 per ton cost rise in Q2 from fuel and diesel. FY27 grey volume target 22.5 to 23 million tons. Capex of INR3,500 cr planned for FY27 and INR1,200 cr for FY28. Expansion plans on track for 40 MT by FY28 and 50 MT by FY30.
Likely market impact
Strong volume growth offset by margin pressure; cost headwinds flagged for Q2. Capacity expansion remains on schedule.