SAGCEMNSESagar Cements Limited· Cement And Cement ProductsHighNeutral
Announced Mon, 21 Jul · 19:00 IST

Sagar Cements Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionExceptional ItemAuditor Mid Year ChangeResults View source PDF

SAGCEM · 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

Awaiting price reaction for this filing.

AI summary

Sagar Cements reported a strong turnaround in Q1 FY26 with consolidated revenue from operations rising about 19.6% year-on-year to Rs 67,066 lakhs versus Rs 56,060 lakhs in Q1 FY25. The company swung back to a consolidated net profit of Rs 749 lakhs from a loss of Rs 3,220 lakhs in the same quarter last year, while standalone net profit was Rs 1,144 lakhs versus a loss of Rs 376 lakhs. Operating margin expanded sharply from around 6% to about 19% on a consolidated basis, helped by better pricing and lower per-unit costs. The results include an exceptional charge of Rs 2,717 lakhs (consolidated) related to a fuel and power cost adjustment ordered by the Andhra Pradesh electricity regulator for FY23 and FY24. The statutory auditor B S R and Co (B S Rand Co) issued an unmodified limited review conclusion, noting it is the successor to the company's previous auditor. The company also completed the final redemption of NCDs held by IFC worth Rs 1,65,000 lakhs in May 2025.

Likely market impact

The sharp swing from loss to profit and the broad-based margin expansion are positive signals for shareholders and could lift sentiment on the stock. The auditor change and the fuel/power regulatory true-up are items investors should watch, but the underlying operating performance this quarter looks materially better than the year-ago period.