JK Lakshmi Cement Limited has informed the Exchange about Investor Presentation
JKLAKSHMI · price
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JK Lakshmi Cement shared its Q1 FY26 investor presentation following a conference call with PhillipCapital. Standalone net sales rose 11% YoY to ₹1,741 crore, while profit after tax jumped 169% YoY to ₹152 crore (EPS at ₹12.22). Cement sales volume grew 10% YoY to 33.26 lakh tons, though it dipped 8% QoQ on lower capacity utilization of 69%. EBITDA per ton improved sharply by 26% YoY to ₹936, supported by a 9% drop in fuel cost to ₹1.50/K.Cal and a 5% YoY rise in sales realisation. The company strengthened its balance sheet, with net debt falling to ₹1,329 crore and Net Debt/EBITDA improving to 0.99x from 1.50x a year ago. Trade sales mix rose to 56% (from 53% YoY), while 49% of power continues to come from renewable sources (161 MW).
The presentation highlights strong YoY margin expansion and notable deleveraging, which are positive for shareholders. However, the sequential QoQ decline in volume, revenue, and EBITDA suggests demand softness in Q1, which may temper near-term sentiment despite the favourable cost trends.