JSW Cement Q2 FY27: 26% volume growth, North at EBITDA breakeven

Management guided margin improvementCFO laid out a debt-reduction roadmapInvestor Communications View source PDF Explain this filing

JSWCEMENT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+1.3%Reaction day

₹119.90

prior close

₹120.62

announcement price

After-mkt

timing

Nifty Smallcap 250market+0.4%+0.9% vs market

Cement & Cement Products peers, median of 36sector+0.9%+0.5% vs sector

On the reaction day the stock moved 0.9 pts more than Nifty Smallcap 250 and 0.5 pts more than its Cement & Cement Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.4

10m

+0.8

15m

+0.9

30m

+1.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.3+0.4+0.9+0.9+0.5

Next day

+1.8+2.4-0.6+3.1-1.4

+2.3+3.2-1.0+5.4-3.1

+2.9pendingpending+3.5-0.6

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15d

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UpDownMarket · Nifty Smallcap 250Sector · Cement & Cement Products peers, median of 36Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

JSW Cement filed its Q2 FY27 call transcript. Revenue rose 33% year on year to INR1,912 crore, volume rose 26% to 3.93 million tonnes, operating EBITDA was INR278 crore (up 4%) and profit after tax INR77 crore. North India reached EBITDA breakeven. September and October price rises should support margins, though fuel costs will rise. Net debt was INR4,287 crore, or 3.2 times EBITDA. FY28 capex is planned at INR2,000 crore.

Likely market impact

Volume growth and price hikes help earnings, but high fuel costs and 3.2 times leverage cap upside. North savings and capacity growth are positives.