Q3 2025 Shri Keshav Cements and Infra Ltd Earnings Call Transcript
Key Points
- Shri Keshav Cements & Infra Ltd (BOM:530977) has achieved 100% of its energy needs through solar power since April 2018, significantly reducing costs and reinforcing its ESG commitments.
- The company reported an 88% surge in EBITDA for Q3 F525, showcasing improved profitability through operational efficiencies and cost management.
- Cement dispatches grew by 12.6%, contributing to a 14% increase in turnover quarter-on-quarter.
- The addition of a new 3-megawatt solar plant in August 2024 led to a 10.4% improvement in solar generation, reinforcing the company's leadership in sustainable manufacturing.
- The company is optimistic about future growth due to the Indian government's emphasis on infrastructure development, which is expected to drive demand for cement.
- Despite improved EBITDA, the company's bottom line has not shown significant growth due to reduced cement pricing, which has decreased by 8-9% compared to the previous year.
- The company's EBITDA margin on cement is significantly lower than industry standards, primarily due to lower net realizations in the South region.
- Q3 F525 saw a 14% dip in cement volumes compared to the same quarter last year, indicating challenges in maintaining sales momentum.
- The company faces operational challenges with increasing raw material costs and a decline in EBITDA, which are affecting profitability.
- The new kiln and infrastructure, expected to improve margins, have faced delays and are now scheduled to be operational by March, impacting short-term performance.
Ladies and gentlemen, good day and welcome to the Q3 F 525 conference call Austria of Cement and Infra Limited, hosted by Korean advisors. As a reminder, all participant lines will be in the lesson only mode, and there'll be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call, please signal an operator by pressing and then 0 on your touchtone phone.
I now hand the conference over to Mr. Jainna Salvala from Cre Advisors.
Thank you and over to you.
Thank you. Good afternoon, everyone. On behalf of current advisors, I welcome you all to the conference call of Shrikeja Siemens Infant Limited for Q3F5 25. From the management team, we have Mr. Venkateshwa, Chairman. Now I hand over the call to Mr. Meares, sir, for the opening remarks over to you, sir.
Yeah, thank you, Jane.
Good afternoon everyone
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