Sagar Cements Limited has informed the Exchange about transcription of the Conference Call held by on 22nd July, 2025 in connection with the recently announced Un-audited Stand-alone and Consolidated financial results of the company for the quarter ended 30th June, 2025.
SAGCEM · price
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Sagar Cements reported strong Q1 FY26 results with revenue up ~20% YoY at ₹671 crore and EBITDA more than doubling to ₹121 crore (margin ~18% vs 8% last year). EBITDA per tonne stood at ₹851, supported by ~11% volume growth and pricing improvement of ₹45-55 per bag across key South markets. PAT was ₹7 crore. Management guided FY26 volume at ~6 million tonnes with EBITDA per tonne of minimum ₹600, and FY27 volume target of ~7 million tonnes. Current year Capex is pegged at ₹360 crore (Andhra preheater upgrade due by Sept-Oct 2025), with rights issue planned at Andhra Cements to reduce holding from 90% to 75%. Vizag land sale approval is expected by October 2025, with ₹100-150 crore receipts targeted in FY26.
Sharp margin recovery and strong volume growth signal improving earnings cycle for the cement maker. Conservative ₹600/tonne EBITDA guidance leaves room for upside, while Vizag land monetisation and Andhra capacity expansion could further strengthen balance sheet. Positive for shareholder sentiment.