Q4 2026 J K Cement Ltd Earnings Call Transcript
Key Points
- Net sales increased by 15% quarter-on-quarter and 11% year-on-year, indicating strong revenue growth.
- EBITDA for the quarter rose by 25% compared to the previous quarter, showing improved operational efficiency.
- Profit after tax for the quarter increased by 91% compared to the previous quarter, reflecting strong profitability.
- The company commissioned a greenfield expansion in Bihar, adding significant capacity to its operations.
- The Board of Directors proposed a dividend of INR20 per share, indicating confidence in the company's financial health.
- EBITDA was lower by 9% year-on-year, suggesting some challenges in maintaining previous year's profitability levels.
- Employee expenses grew by 25% year-on-year, partly due to new plant commissioning, impacting overall cost structure.
- Incentive income was lower than expected due to changes in GST and inability to claim certain incentives.
- The geopolitical situation has impacted white cement supply from UAE, potentially affecting market dynamics.
- The company faces increased competition in Central India, which could pressure margins and market share.
Ladies and gentlemen, good day, and welcome to the JK Cement Limited Earnings Conference Call for the Quarter and Year Ended March 31, 2026, hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Vaibhav Agarwal from PhillipCapital India Private Limited. Thank you, and over to you, sir.
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Thank you, Davin. Good evening, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the Q4 and FY26 call of JK Cement Limited. On the call, we have with us Mr. Ajay Kumar Saraogi, Deputy Managing Director and Chief Finance Officer; and Mr. Prashant Seth, President, Business Information and Investor Relations at JK Cement.
I would like to mention on behalf of JK Cement and its management that certain statements that may be made or discussed on today's conference call may be forward-looking statements related to future developments and
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