SAGCEMNSESagar Cements Limited· Cement And Cement ProductsLowNeutral
Announced Mon, 12 May · 20:44 IST

Sagar Cements Limited has informed the Exchange regarding a press release dated May 12, 2025, titled "Press Release ".

SAGCEM · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sagar Cements reported a weak set of numbers for Q4 FY25, with consolidated revenue falling 7% year-on-year to ₹658 crore despite a 5% rise in sales volume to 1.69 MnT. Operating EBITDA nearly halved to ₹36.8 crore, with margins contracting 400 basis points to 6% and EBITDA per ton falling 48% to ₹218, as price weakness outweighed cost benefits. The company swung to a consolidated loss after tax of ₹73 crore in Q4 FY25, compared to a profit of ₹11.6 crore a year ago, partly cushioned by a ₹27.2 crore exceptional recovery related to fuel and power cost adjustments from FY23 and FY24. For the full year FY25, consolidated revenue declined 10% to ₹2,258 crore, EBITDA fell 43% to ₹141 crore, and the company reported an annual loss of ₹217 crore versus a loss of ₹52 crore in FY24. The management has guided for FY26 sales volumes of 6.0–6.3 MnT and reiterated a ₹470 crore capex plan to expand the Dachepalli plant by FY26, along with ongoing investments in green power capacity.

Likely market impact

Sharply lower profitability and a swing to a full-year loss are negative for shareholders and could weigh on the stock in the short term. However, volume growth, cost reduction efforts, capacity expansion plans, and FY26 volume guidance provide some medium-term optimism.