Shri Keshav Cements & Infra Ltd (BOM:530977)

Q4 2025 Shri Keshav Cements and Infra Ltd Earnings Call Transcript

Jun 2, 2025 / 11:30 AM GMT

Release Date Price: ₹143.65 (-0.93%)

Transcript

Key Points

Positve

Shri Keshav Cements & Infra Ltd (BOM:530977) has successfully commissioned a new cement plant with a capacity of 1 million tons per annum, which is expected to enhance market share and improve margins.
The company has achieved a credit rating upgrade for its long-term bank facilities, indicating improved financial stability.
There is a strong demand revival in the cement sector, driven by public infrastructure projects and real estate momentum, which is expected to benefit the company.
The company is focusing on capacity optimization, green energy integration, and expansion into new geographies, which could drive future growth.
Shri Keshav Cements & Infra Ltd (BOM:530977) is leveraging digital tools and data analytics to optimize distribution and increase market penetration, enhancing its competitive edge.

Negative

The company faced a decrease in net realization by around 425, impacting EBITDA margins due to subdued infrastructure demand and policy uncertainties around renewables.
Cement prices reduced by almost 11.5% in Q4, affecting profitability despite high capacity utilization.
Early monsoons have shown a step down in dispatches, potentially delaying demand recovery.
The company is facing challenges in maintaining competitive pricing against larger cement brands, with a significant price gap still existing.
There is uncertainty regarding the expansion of solar capacity, with internal discussions ongoing but no final decision made yet.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKCE.BO - Shri Keshav Cements and Infra Ltd
Q4 2025 Shri Keshav Cements and Infra Ltd Earnings Call
Jun 02, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Shi Kesha Simmons and Info Limited Q4 F 525 and F 525 results conference call hosted by Kit and Advisors Private Limited. As a reminder, all participant lines will be in the listen-only mode, and there will 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, then 0 on your touch on phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Hershel Ganjani.

Thank you and over to you, sir.

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Unidentified_2

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