Shri Keshav Cements & Infra Ltd (BOM:530977)

Q1 2026 Shri Keshav Cements and Infra Ltd Earnings Call Transcript

Aug 13, 2025 / 06:00 AM GMT

Release Date Price: ₹167 (+10.41%)

Transcript

Key Points

Positve

Total income grew by 32.53% year-on-year, supported by robust cement demand and steady solar power contributions.
EBITDA rose to 10.4 crores, delivering a margin of 25.5%, while profit after tax surged by nearly 74%.
The company has successfully commissioned a new kiln, improving capacity utilization and efficiency.
Shri Keshav Cements & Infra Ltd (BOM:530977) is strategically focusing on optimizing capacity and expanding into high-growth urban areas.
The solar operations provide a stable, low-cost energy backbone, contributing significantly to profitability.

Negative

The South market has been volatile, with significant capacity additions by competitors affecting price realizations.
Cement prices in the South have reduced by 1.2% year-on-year, impacting revenue growth.
The company faces higher material costs compared to competitors, partly due to purchasing limestone externally.
There are challenges in ramping up the new plant to full capacity, with current utilization at 36%.
Debt servicing remains a concern, with substantial repayments due in the current financial year.

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
Q1 2026 Shri Keshav Cements and Infra Ltd Earnings Call
Aug 13, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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So you join, good good morning everyone.

My speaks on behalf of key advisors. Welcome all for the webinar of Speakation limits and Infra Limited. On the management side, we are pleased to have Mr. Venkatesh Kaswa, Chairman, Mr. Via Kawa, managing director of the company. To begin with, I would like to give a short introduction of which I'll hand over the call to Mr. Venkatesh to give a detailed overview of the company.

Incorporated in 1,993, Shrike Cements and Infra Limited is engaged in cement manufacturing and solar power generation and distribution.

In the state of Karnataka, India. With that now I hand over the call.

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