Q4 2025 J K Cement Ltd Earnings Call Transcript
Key Points
- JK Cement Ltd (BOM:532644) reported a 24% increase in net sales for the quarter, reaching INR3,225 crores compared to the previous quarter.
- EBITDA for the quarter rose by 50% to INR736 crores, with EBITDA margins improving to 22.8%.
- The company declared a dividend of INR15 per share, reflecting strong financial performance.
- The expansion projects at Panna and Bihar are on track, expected to be completed within the fiscal year, potentially boosting future capacity.
- The UAE subsidiary has shown a turnaround, contributing positively to the consolidated EBITDA.
- The EBITDA for the year decreased by 1% to INR1,978 crores, indicating some challenges in maintaining profitability.
- The company's net debt increased to INR2,565 crores, reflecting higher borrowing levels.
- There are ongoing challenges in securing the Odisha limestone mining lease, which could impact future operations.
- The paint segment continues to incur losses, with an EBITDA loss of INR45 crores for the year.
- Competitive intensity remains high in the putti segment, affecting realizations and margins.
Ladies and gentlemen, good day, and welcome to J.K. Cement's earnings call for quarter and year ended March 31, 2025, 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, Mr. Agarwal.
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Yes. Thank you, Michel. Good morning, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the Q4 and FY25 call of J.K. 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 J.K. Cement Limited and risk 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 statements which
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