Q2 2025 J K Cement Ltd Earnings Call Transcript
Key Points
- JK Cement Ltd (BOM:532644) reported a reduction in operating expenses by 2% quarter-over-quarter, indicating cost management efforts.
- The company is progressing well with its 6-million-tonne expansion project, expected to be commissioned by the end of FY26.
- Net debt has decreased to INR2,582 crores from INR3,044 crores, improving the company's financial leverage.
- The paint business is showing growth with a turnover of INR117 crores in the first half of the fiscal year.
- JK Cement Ltd (BOM:532644) is working on cost-saving measures, including logistics and green power agreements, expected to yield significant savings by FY26.
- The company's net sales for the quarter decreased by 9% compared to the previous quarter, reflecting weaker market conditions.
- EBITDA for the quarter fell by 43% quarter-over-quarter, leading to a significant drop in EBITDA margins from 18.7% to 11.7%.
- Profit after tax declined sharply to INR45 crores from INR293 crores in the previous quarter, impacting earnings per share.
- The company faced one-time expenses of approximately INR45 crores to INR50 crores due to shutdowns and clinker purchases.
- Demand was negatively impacted by monsoon conditions, leading to lower-than-expected sales volumes and pricing pressure.
Ladies and gentlemen, good day and welcome to JK Cement Limited's earnings conference call for quarter and half year ended September 24, 2024, 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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Yeah, thank you, Michelle. Good evening, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the Q2 and H1 FY25 call of JK Cement Limited. On the call, we have with us Mr. Ajay Kumar Saraogi, Deputy Managing Director and CFO; and Mr. Prashant Seth, President, Business Information and Investor Relations.
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 which
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