Shri Keshav Cements & Infra Ltd (BOM:530977)

Q2 2026 Shri Keshav Cements and Infra Ltd Earnings Call Transcript

Nov 18, 2025 / 10:00 AM GMT

Release Date Price: ₹216.7 (-3.90%)

Transcript

Key Points

Positve

Shri Keshav Cements & Infra Ltd (BOM:530977) reported a strong top-line growth with a total income of 36.22 crores, marking a 42.81% year-on-year increase.
The company's EBITDA for the quarter stood at 8.38 crores, reflecting a growth of 175%, with margins improving to 23.65% from 12.44% in the previous year.
The company achieved a significant turnaround with a PAT of 0.69 crores, compared to a loss in the previous year, and EPS improved to 0.39 from a negative base.
The cement segment remains the strongest contributor to revenue and profitability, with higher dispatches and improved realizations.
The company's operations are fully backed by renewable energy, providing a strong cost advantage and helping maintain competitiveness in a dynamic pricing environment.

Negative

The company's finance costs remain elevated, impacting overall profitability.
Capacity utilization is currently low at 35% to 36%, affecting potential revenue growth.
Logistics costs do not benefit from economies of scale, limiting cost reduction opportunities.
The company faces challenges in expanding to new markets like Pune and Bangalore due to pricing pressures.
The working capital cycle has stretched slightly, with receivables increasing from 14 days to 18 days.

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
Q2 2026 Shri Keshav Cements and Infra Ltd Earnings Call
Nov 18, 2025 / 10:00AM 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 Shrikeisha Simmons and Infra Limited Q2 and H1F526 results earnings conference call hosted by Kitten 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 touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Herschel Ganshani from Kiran Advisors.

Thank you and over to you.

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