JK Cement Limited
1,878words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
15%
19%
52%
6%
12 %
20 Lakh
4.25 Lakh
3.75Lakh
31%
₹15.08
30%
Guidance — 2 items
Other Portfolio
opening
“12 • 100% Land has been acquired and approvals are in process • Major Plant & Equipment Ordering completed • Project Cost –₹ 610 crores • Expenditure YTD Mar’26–₹ 83 crores • Schedule Commissioning – H1’FY28 13 Dolomite Silo Hopper Building • Ordering Completed • Construction work progressing as per schedule • Project Cost –₹ 195 crores • Expenditure YTD Mar’26–₹ 100 crores • Schedule Commissioning –Q2FY27.”
Business Performance Highlights
opening
“White business growth was flat on account of volume loss in UAE operations due to ongoing US - Iran War 18 Volume (in Lakh Tons) ⬆︎ YoY 0.00 180.0 1.1 209.3 ⬆ YoY ⬆ YoY 5.9 16.3 FY25 5.9 18.2 FY26 Standalone Subsidiary 22.2 180.0 24.0 210.4 FY25 FY26 Grey White 19 FY25 FY26 Standalone Subsidiary Double digit volume growth in Grey Cement due to extended footprint.”
Speaking time
1
1
Opening remarks
Other Portfolio
Growing boundaries for Paints, Construction Chemicals & RMC 32.26 MTPA Grey Cement Capacity (Includes 0.42 MTPA in Subsidiary) 3.05 MTPA White Cement and Wall Putty Capacity (Includes 0.60 MTPA in Subsidiary) 50.0 MW Coal Based Captive Power Capacity 290.7 MW Green Power Capacity 119.3 MW Waste Heat Recovery System (WHRS) 171.4 MW Captive Solar and Wind Power Capacity ₹ 13722 Cr Revenue from operations (FY26)* ₹ 988 Cr Profit after Tax (FY26)* Complete Portfolio Grey Cement, White Cement, Wall Putty & other products like gypsum plaster, tile adhesives, grouts, construction chemicals, RMC and Paints * Consolidated 8 Panna, M.P. – 3.3 MTPA Clinker and 1 MTPA Cement capacity (Commissioned) Pending work of Waste Heat Recovery System & Over Land Belt Conveyor has been completed Waste Heat Recovery System (WHRS) Over Land Belt Conveyor(OLBC) 9 1 MTPA Cement capacity addition at Prayagraj and Hamirpur was already commissioned 3 MTPA Split Grinding Unit in Bihar has also been commissioned Ceme
Business Performance Highlights
(Standalone) Q4FY26 8% QOQ White Cement & Wall Putty Sales volume growth EBIDTA per tonne Rs 1012 (Vs Rs 927 in Q3FY26) 15 % QOQ Grey Cement Sales volume growth Achieved EBIDTA of Rs 670 crore (Rs 536 crores in Q3FY26 ) Achieved Net Profit of Rs 345 crores (Rs 181 crores in Q3FY26 ) Commissioned -6 MTPA Grey Cement capacity 3 MTPA Split Grinding unit at Buxar, Bihar 1 MTPA at Panna 1 MTPA at Hamirpur 1 MTPA at Muddapur through debottlenecking 15 Q4FY26 Performance Grey Cement (standalone) Capacity Utilisation Cement- 82% Clinker - 93% Blended Cement Volumes Net Sales Realisation Trade Mix 65% 1% Higher (QOQ) due to higher trade sales 6.13 Million Tons Vs. 5.32 Million Tons in Q3FY26 ₹4,841 per ton Vs ₹ 4,724 per ton in Q3FY26 Higher due to increase in price and sales mix 68% Vs 60% in Q3FY26 Premium products 18% of Trade Sales 17 (in Lakh Tons) ⬆︎ QoQ ⬆︎ YoY ⬆ YoY QoQ ⬆ QoQ ⬆ YoY 0.0 0.4 54.6 53.2 0.3 61.3 1.7 1.9 1.5 4.3 4.6 5.0 6.0 6.5 54.6 53.5 6.5 61.5 Q4 FY25 Q3 FY26 Standalone Su