Q3 2026 J K Cement Ltd Earnings Call Transcript
Key Points
- Net sales increased by 14% quarter-over-quarter and 19% year-over-year, indicating strong revenue growth.
- EBITDA for the quarter rose by 22% compared to the previous quarter, showcasing improved operational efficiency.
- The company is undertaking significant expansion projects, including a 6 million ton capacity increase in central India, which is expected to enhance future production capabilities.
- The Jaisalmer greenfield expansion is progressing well, with commissioning expected by September 2027, indicating long-term growth plans.
- The paint business is showing signs of improvement with a lower loss expected this year and a breakeven anticipated in FY '27.
- Profit before tax decreased by 5% year-over-year for the quarter, indicating some pressure on profitability.
- The EPS for the quarter decreased from INR25.80 in the previous year to INR23.30, reflecting a decline in earnings per share.
- Incentives booked for Q3 were lower due to a GST rate cut, impacting the financials by approximately INR25 crores.
- There is a potential risk of increased debt levels due to ongoing and planned capital expenditures, which could affect the balance sheet.
- Non-trade prices have been under pressure, affecting overall realizations and potentially impacting future pricing strategies.
Ladies and gentlemen, good evening and welcome to J K Cement earnings conference call for the quarter and 9-months ended December 31, 2025, hosted by Philip Capital India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Vaibhav Agarwal from Philip Capital India Private Limited.
Thank you and over to you, sir.
()-
Thank you, [Rutida]. Good evening, everyone. On behalf of Philip Capital India Private Limited, we welcome you to the Q3 and 9-month FY '26 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 of Business Information and Investor relations and J K Cement.
I would like to mention on behalf of J K Cement and its management that sort of statements that we've made or discussed on this conference call may be forward-looking statements related to future
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