Pursuant to Regulation 30 and other applicable provisions of SEBI (LODR) Regulations, 2015, we enclose herewith Investor Presentation.
JSWCEMENT · price
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JSW Cement filed its May 2026 investor presentation covering FY2026 and Q4 FY26 results. The company reported strong performance with total volume sold of 13.96 mn MT (+10.6% YoY) and revenue of ₹6,512 crore (+12%). Operating EBITDA surged 43.6% to ₹1,240 crore with margins expanding from 14.6% to 19.3%, driven by operating leverage, cost reduction and improved cement realisations. Key recent milestones include successful IPO listing in August 2025, commissioning of the Nagaur Integrated Unit in March 2026 (marking entry into North India with 3.3 MTPA clinker + 2.5 MTPA grinding), and Shiva Cement's Sambalpur Grinding Unit (1.0 MTPA) commissioned in October 2025. The company was declared Preferred Bidder for two limestone blocks in Assam. Capacity expansion roadmap targets 35.25 MTPA by CY2028 and 46 MTPA by CY2030, with a new 2.5 MTPA grinding unit approved at Nagaur (₹430 crore capex).
Strong operational performance with significant EBITDA margin expansion demonstrates successful execution and cost management. The North India entry via Nagaur plant and continued capacity expansion position the company for sustained growth. The ₹361.7 crore PAT includes a one-time tax benefit of ₹211.2 crore from adopting the New Tax Regime.