JK Cement Limited
1,841words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
9%
19%
53%
6%
12.3%
5 Lakh
30%
₹5.46
34%
₹6.16
36%
Speaking time
1
1
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Opening remarks
Paint Portfolio
Growing boundaries for Paints Business 237.14 MW Green Power Capacity 82.3 MW Waste Heat Recovery System (WHRS) 154.84 MW Captive Solar and Wind Power Capacity ₹3019 Cr Revenue from operations (Q2FY26)* ₹ 159 Cr Profit after Tax (Q2FY26)* * Consolidated Complete Portfolio Grey Cement, White Cement (WhitemaxX); value-added products like wall putty, gypsum plaster, tile adhesives, grouts and paints 8 Kiln & TAD 4 MTPA Grey Clinker Capacity at Panna - Construction work is progressing as per schedule and ~95 % work completed 3 MTPA Cement Capacity at Panna, Hamirpur & Prayagraj (1 MTPA at each location) - Panna – Cement Mill Output increased by process optimization . - Prayagraj – Commissioned on 25th Oct 25 - Hamirpur –Civil work of silo is in progress and expected to complete shortly - Expenditure YTD Sep 2025 - ₹ 1576 crores Note: Schedule Commissioning - December 2025 Pre Heater 9 Additive Shed & Clinker Silo Packing Plant Building & Cement Silo 3 MTPA Split Grinding Unit at Bihar - Co
Business Performance Highlights
(Standalone) Q2FY26 10% YOY White Cement & Wall Putty Sales volume growth EBIDTA per tonne Rs 902 (up Rs 263 per ton YOY) 16% YOY Grey Cement Sales volume growth Achieved EBIDTA of Rs 440 crore (Rs 271 crores in Q2FY25 ) Achieved Net Profit of Rs 176 crores (Rs 40 crores in Q2FY25 ) Increased capacity of Prayagraj Grinding 1.0 MTPA (from 2.0 MTPA to 3.0 MTPA) unit by 13 Q2 FY26 Performance Grey Cement (standalone) Capacity Utilisation Cement- 69% Clinker - 90% Blended Cement Volumes Net Sales Realisation Trade Mix 67% 1% Lower (QOQ) due to lower trade sales 4.43 Million Tons Vs 5.05 Million Tons in Q1FY26 ₹4,847 per ton Vs ₹ 4,944 per ton in Q1FY26 Lower due to weak demand on account of monsoon & GST reduction 67% Vs 68% in Q2FY25 Premium products 15% of Trade Sales 15 (in Lakh Tons) ⬆︎ QoQ ⬆︎ YoY ⬆︎QoQ ⬆ YoY ⬆ QoQ ⬆ YoY 0.0 38.3 0.1 50.6 0.2 44.3 Q2 FY25 Q1 FY26 Standalone Subsidiary Q2 FY26 5.5 50.6 5.6 44.5 5.3 38.3 1.3 4.0 1.3 4.2 1.2 4.4 Q2 FY25 Q1 FY26 Standalone Subsidiary Q2 FY
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