JSWCEMENTBSEJSW Cement LtdMediumNeutral
Announced Thu, 21 May · 13:11 IST

Please find attached the Investor Presentation.

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

JSWCEMENT · price

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

Price reaction · full curve 14 horizons · vs prior close
+13.3%1-day move
₹120.70
prior close
₹128.03
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.0+1.2+0.7+1.1+13.3+10.9+9.0+8.8+7.9+8.1+6.0+7.8+16.9
Up moveDown movePending
AI summary

JSW Cement reported strong Q4 FY26 results with total volume sold of 3.99 million MT (up 6.8% YoY) and revenue of ₹1,895 crore (up 10.9% YoY). Operating EBITDA jumped 45.9% to ₹365 crore with margin expanding to 19.3%, driven by operating leverage and improved cement prices. For full year FY26, total volume was 13.96 million MT (+10.6% YoY) and revenue reached ₹6,512 crore (+12% YoY) with operating EBITDA of ₹1,240 crore (+43.6% YoY). The company successfully listed on NSE and BSE in August 2025 and entered North India with Nagaur Integrated Unit commissioning in March 2026. The board recommended dividend of ₹0.50 per share. Net debt stood at ₹3,635 crore with Net Debt/EBITDA improving to 2.72x.

Likely market impact

Strong operational performance with margin expansion signals improved profitability. Entry into North India and capacity expansion plans (targeting 46 MTPA by FY30 from current 24.1 MTPA) provide multi-year growth visibility. The deleveraging trend in balance sheet is positive for shareholders.