Q2 2025 Shri Keshav Cements and Infra Ltd Earnings Call Transcript
Key Points
- Shri Keshav Cements & Infra Ltd (BOM:530977) has achieved a significant milestone by commissioning an additional three megawatt solar plant, increasing their total solar capacity to around 40 megawatts.
- The company has received a credit rating upgrade to IVA BBB- with a stable outlook, reflecting its financial strength and sustainable practices.
- Despite challenging market conditions, the company reported a total income of INR25.36 crore in Q2 FY25, demonstrating resilience in revenue generation.
- The company has a robust distribution network with over 350 distributors and around 600 retail touch points, enhancing its market reach.
- Shri Keshav Cements & Infra Ltd (BOM:530977) is poised to benefit from increased infrastructure spending and government housing schemes, which are expected to drive cement demand in the coming quarters.
- The company reported a negative EBITDA for its cement segment due to a significant drop in pricing, impacting overall profitability.
- There has been a delay in the commencement of operations for the new plant due to government-related power supply issues, affecting potential revenue generation.
- Cement prices have decreased by approximately 12% compared to the previous year, negatively impacting revenue and margins.
- The company's EBITDA margin has significantly decreased to 12.44% in Q2 FY25 from higher levels in previous quarters, primarily due to lower cement prices.
- The company faces challenges in achieving its projected EBITDA targets for FY26 if current cement prices persist, potentially impacting future financial performance.
Ladies and gentlemen, good day and welcome to the Q2 FY25 results conference call of Shri Keshav Cements and Infra Limited hosted by Kirin Advisors. As a reminder, all participants line will be in the listen-only mode. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Jainam Savla from Kirin Advisors. Over to you, sir.
Good evening, everyone. Thank you. On behalf of Kirin Advisors, I welcome you all to the Shri Keshav Cements and Infra Limited Q2 FY25 conference call. From the management team, we have Mr. Venkatesh Katwa, Executive Director and Chairman, Mr. Srinivas, sir, Senior Finance Head. Now I hand over the call to Mr. Venkatesh, sir for the opening remarks. Over to you, sir.
Yeah, thank you, Jainam. And good afternoon, everyone. I'm Venkatesh Katwa. I'm the Chairman of Shri Keshav Cements and Infra Limited. I
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
