Q1 2026 J K Cement Ltd Earnings Call Transcript
Key Points
- JK Cement Ltd (BOM:532644) achieved significant growth in the South region, driven by a low base and increased clinker sales.
- The company completed a debottlenecking project at the Ujjain unit, increasing the consolidated capacity of Grey Cement to 25.6 million tonnes.
- The acquisition of Saifco was completed, making it a subsidiary, with plans to improve its performance in the J&K region.
- The 6 million tonne greenfield and brownfield expansion projects are on track, with completion expected by the end of the calendar year.
- The company plans to expand putty production by 6 lakh tonnes in Rajasthan to meet growing demand, with a capital outlay of INR195 crores.
- There was a degrowth in the North region due to unfavorable market conditions.
- The net debt increased to INR2,796 crores as of June 30, compared to INR2,565 crores on March 31.
- White cement margins have declined sequentially, though they have now stabilized.
- Marketing and other expenses are expected to increase in the second quarter due to scheduled maintenance and festive season branding expenses.
- The company faces challenges in securing a mining lease for Toshali, impacting potential capacity additions.
(audio in progress) attained growth in the South region, where the base was low and there has been a good growth, a good sale of clinker during this quarter.
However, there has been some degrowth in the North, mainly on account of the market conditions as the North did not grow that much. So if we look at the white cement, the white cement year on year grew by 8%. And so these are the major financial highlights.
If we look at during this quarter, the company also completed a debottleneck at Ujjain unit, and now the consolidated capacity of the Grey Cement stands at 25.6 million tonnes. The green power capacity as on June 30 is 184 megawatts. And the company also completed the acquisition of Saifco on June 6. So now, Saifco becomes a subsidiary of the company and the management of Saifco has been taken over, and now company is working on improving the performance of Saifco in the J&K region.
The 6 million tonne greenfield and brownfield expansion is on track. The integrated
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