Sagar Cements Limited has informed the Exchange about Transcript
SAGCEM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Sagar Cements reported strong Q4 FY26 with volumes growing 8% YoY and full-year volumes of 6.1 million tonnes (up 11%). Revenue grew 20% during the quarter driven by improved realisations. EBITDA per tonne improved significantly to Rs 445 vs Rs 218 in Q4 FY25. Profit after tax stood at Rs 100 crores. Management guided FY27 volume target of 7 million tonnes (15-16% growth) and expects EBITDA per tonne to improve towards Rs 600, driven by cost efficiencies from Andhra turnaround, WHRS commissioning, and expansion projects at Jeerabad and Dachepalli. Cost pressures from rising pet coke prices (due to West Asia crisis) are expected to impact by Rs 100-150 per tonne from mid-Q2 onwards. The company also announced a new Superfine Building Materials division targeting high-value GGBS products with 30%+ margins.
Strong operational performance with margin improvement trajectory. Management's FY27 volume guidance of 7 million tonnes implies significant growth, though cost pressures from pet coke price hikes and working capital needs bear watching.