Star Cement Limited
2,182words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
7.7 MT
6.1 MT
51MW
24.3 MW
26%
84%
13.1%
51 MW
INR 720
2MT
4MT
6.1MT
Guidance — 10 items
Achieved strong financial performance
opening
“✓ Premium sales ratio improved from 12.2% Q1’FY26 to 13.1% Q2’FY26.”
Achieved strong financial performance
opening
“8 Sales Performance Overview | Q2 FY26 Sales volume for Q2 FY26 grew 20% YoY; NE sales grew by 2% whereas ROE sales grew by 45% Non Trade 20% Trade Mix (%) Geo-Mix (%) OSNE 29% Sales realizations during Q2 FY26 grew 6.2% YoY.”
Achieved strong financial performance
opening
“Trade 80% NE 71% Premium sales at 13.1% of Trade sales in Q2 FY26; up from 10.6% in Q2FY25.”
Achieved strong financial performance
opening
“In Q2 FY26 – Utilization of new grinding unit in Guwahati was 83%.”
Achieved strong financial performance
opening
“Product wise (%) OPC 16% Road:Rail mix Rail 9% Growth in Non-trade volumes in Q2 FY26 was ~45% YoY.”
Achieved strong financial performance
opening
“PPC 84% PPC includes Premium Road 91% 9 Logistics 1092 1234 1225 218 220 231 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 ➢ YoY average logistics cost majorly increased due to increase in Non-Trade mix in overall sales.”
Achieved strong financial performance
opening
“Q2 FY25 Q1 FY26 Q2 FY26 Lead Distance (kms) 5.30% 5.59% 9.60% Q2 FY25 Q1 FY26 Q2 FY26 Rail co-efficent (%) 10 Power & Fuel 1193 1091 1133 1.5 21.5% 18.5% 1.4 1.3 9.8% Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 Fuel cost ( Rs./GCV) TSR (%) ➢ 12MW WHRS having commissioned during Q4FY25 and stabilized now, is giving higher mix as a 25% of overall power mix driving significant cost savings.”
Achieved strong financial performance
opening
“34% 29% 31% 21.9% 23.0% 25.1% ➢ AFR for new clinker line has been commissioned in Q1 FY26 which led to steep TSR increase YoY.”
Achieved strong financial performance
opening
“• Srijani-Ananya: a Shopping bag preparation project has been started and going on at Srijani, • Beautician unit is going on with 40 new students.”
Achieved strong financial performance
opening
“Classes for Kala Mandir are going on as per schedule with all other extra-curricular activities for 350 students • Computer Education on Wheels is going on in Sonapur and project will be newly launched at Silchar .”
Speaking time
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Opening remarks
Achieved strong financial performance
✓ Sept sales tepid due to demand deferment ahead of GST rate reduction from 28% to 18%, despite that YoY volume growth of 20%; expecting strong demand momentum for Q3 and onwards. ✓ Highest ever EBITDA, PBT and PAT for 2nd quarter. ✓ Sales volume includes clinker sales of 100 KT. ✓ Premium sales ratio improved from 12.2% Q1’FY26 to 13.1% Q2’FY26. 8 Sales Performance Overview | Q2 FY26 Sales volume for Q2 FY26 grew 20% YoY; NE sales grew by 2% whereas ROE sales grew by 45% Non Trade 20% Trade Mix (%) Geo-Mix (%) OSNE 29% Sales realizations during Q2 FY26 grew 6.2% YoY. Trade 80% NE 71% Premium sales at 13.1% of Trade sales in Q2 FY26; up from 10.6% in Q2FY25. In Q2 FY26 – Utilization of new grinding unit in Guwahati was 83%. Product wise (%) OPC 16% Road:Rail mix Rail 9% Growth in Non-trade volumes in Q2 FY26 was ~45% YoY. PPC 84% PPC includes Premium Road 91% 9 Logistics 1092 1234 1225 218 220 231 Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 ➢ YoY average logistics cost majorly incr
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