STARCEMENTNSEStar Cement LimitedMediumNeutral
Announced Thu, 14 Aug · 18:45 IST

Star Cement Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

STARCEMENT · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Star Cement reported its strongest-ever Q1 performance with revenue up 21% YoY to ₹912 Cr and EBITDA nearly doubling to ₹230 Cr (up 94% YoY). EBITDA per ton jumped 74% to ₹1,774, described as industry-leading, helped by subsidies on new units. Sales volume grew 6% to 12.22 lakh tons, and profit after tax surged 508% to ₹98 Cr. The company shared expansion plans: total CAPEX of ~₹800 Cr planned for FY26, with new cement units at Silchar (2MTPA in FY26) and Jorhat (2MTPA in FY27), targeting ~12 MTPA cement capacity by FY27. It also set ESG targets including 55% green energy share by FY26 and 20% thermal substitution rate. A ₹150 Cr state subsidy for SCNEL was approved, with disbursement expected in Q2 FY26.

Likely market impact

Strong Q1 results with sharp margin expansion and robust volume growth signal improving business momentum; the multi-year capacity expansion roadmap and ESG targets could support long-term growth, though execution of ₹800 Cr FY26 capex will need monitoring.