Announced Wed, 19 Aug · 20:05 IST
JSW Cement Q1 FY27 call flags cost pressure, targets Q2 North EBITDA breakeven
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
JSWCEMENT · price
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AI summary
JSW Cement's Q1 FY27 transcript shows revenue up 22% year on year to INR1,896 crore and sales volume up 15% to 3.81 million tonnes. Operating EBITDA fell 7.5% to INR299 crore due to higher fuel, packing and North launch costs. Management expects North EBITDA breakeven in Q2, lower fuel and clinker costs, and high-teens total volume growth. It cited approvals for more than 29 infrastructure projects.
Likely market impact
Q1 profit pressure may weigh on sentiment, but expected cost savings, North breakeven and infrastructure demand could support earnings in the next few quarters.