Star Cement Limited
2,076words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
7.7 MT
6.1 MT
51MW
24.3 MW
27%
85%
12.2%
51 MW
INR 1,200
INR
800
2MT
4MT
Guidance — 13 items
Achieved strong financial performance
opening
“7 Highlights | Q1 FY26 AAC block commercial production started from 2nd Jun’25.”
Achieved strong financial performance
opening
“Full benefit from 12MW WHRS at the newly commissioned clinker unit accrued in Q1 FY26.”
Achieved strong financial performance
opening
“Silchar project progressing at full pace; plant is expected to give production during peak period (Q4).”
Achieved strong financial performance
opening
“8 Sales Performance Overview | Q1 FY26 Sales volume for Q1 FY26 grew 6% YoY; NE sales grew by 5.5% whereas ROE sales grew by 7% Non Trade 19% Trade Mix (%) Geo-Mix (%) OSNE 27% Sales realizations during Q1 FY26 grew 4.2% YoY and 3.2% QoQ.”
Achieved strong financial performance
opening
“Premium sales at 12.2% of Trade sales in Q1 FY26; up from 9.1% in Q1FY25.”
Achieved strong financial performance
opening
“In Q1 FY26 – Utilization of new grinding unit in Guwahati was 94%.”
Achieved strong financial performance
opening
“Trade 81% NE 73% Product wise (%) OPC 15% Road:Rail mix Rail 6% Growth in Non-trade volumes in Q1 FY26 was ~29% YoY.”
Achieved strong financial performance
opening
“PPC 85% PPC includes Premium Road 94% 9 Logistics 1129 1280 1234 209 229 220 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 ➢ YoY average logistics cost majorly increased due to increase in Non-Trade mix in overall sales.”
Achieved strong financial performance
opening
“Q1 FY25 Q4 FY25 Q1 FY26 Lead Distance (kms) 7.70% 5.59% 4.80% Q1 FY25 Q4 FY25 Q1 FY26 Rail co-efficent (%) 10 Power & Fuel 992 1194 1091 1.5 1.4 1.4 10.5% 13.5% 18.5% Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Q1 FY25 Q4 FY25 Q1 FY26 Fuel cost ( Rs./Kcal) Q1 FY25 Q4 FY25 Q1 FY26 TSR (%) ➢ YoY power cost is lower due to purchase clinker to the tune 74KT.”
Achieved strong financial performance
opening
“➢ AFR for new clinker line has been commissioned in Q1 FY26 which led to TSR increase from Q4 FY25.”
Speaking time
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Opening remarks
Achieved strong financial performance
✓ Industry leading EBITDA of INR 1,774/ton on the back of subsidies on new units. ✓ Highest ever 1st Quarter EBITDA in Q1’26. ✓ Clinker sales ~74 KT. ✓ Highest ever 1st quarter Non-Trade sales in Q1’26. 7 Highlights | Q1 FY26 AAC block commercial production started from 2nd Jun’25. Lumshnong limestone mine awarded with ‘Five Star’ Rating by Indian Bureau of Mines for FY 2023-24. Star Marketing team recognized as “Best Marketing Team” by the Economic Times. Awarded Best GST Compliance entity for FY 2024-25 by the state of West Bengal & Assam. Full benefit from 12MW WHRS at the newly commissioned clinker unit accrued in Q1 FY26. State subsidy of ₹150 Cr plus approved for SCNEL ; Disbursement expected in Q2 FY’26. Silchar project progressing at full pace; plant is expected to give production during peak period (Q4). 8 Sales Performance Overview | Q1 FY26 Sales volume for Q1 FY26 grew 6% YoY; NE sales grew by 5.5% whereas ROE sales grew by 7% Non Trade 19% Trade Mix (%) Geo-Mix (%) OSNE 27
The celebrated sports partner are
1. Mirabai Chanu - Padmashri and Olympic medalist in Weight-lifting 2. Riyan Parag - Indian National Team Cricketer 3. Lovelina Borgoain - Olympic medalist in Boxing 4. Baichung Bhutia - Former Indian Team Football Captain 5. Association with Shillong Lajong FC – one of the premier football clubs in India. 17 Safe Harbour Clause Safe Harbour Clause The given communication, except for historical information reflect current estimates and views of the management and no representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness, or correctness of such information or opinions contained herein. Certain statements made in this presentation may not be based on historical information or facts and may be ‘forward-looking statements, including those relating to the general business plans and strategy of Star Cement, its future financial condition and growth prospects, future developments in its industry, and its competi