Q1 2027 Sagar Cements Ltd Earnings Call Transcript
Key Points
- Sagar Cements Ltd (BOM:502090) delivered a healthy volume growth of around 30% during the quarter, reflecting strong demand across key markets.
- The company successfully commissioned a 1.55-megawatt waste heat recovery system and completed a 0.5-million-ton capacity expansion, enhancing its manufacturing footprint.
- Sagar Cements Ltd (BOM:502090) expects input cost pressures to gradually ease as geopolitical situations normalize, with ongoing cost optimization initiatives further strengthening its cost structure.
- The company is confident of achieving volumes of approximately 7 million tons in FY27, supported by expanding market presence and operational initiatives.
- Sagar Cements Ltd (BOM:502090) anticipates achieving an EBITDA per ton of INR500 to INR550 for the full year, driven by stable pricing and cost-saving measures.
- Profitability and margins were impacted during Q1 due to elevated input prices across energy, fuel, and packaging, amid geopolitical tensions in West Asia.
- The company's pricing momentum moderated towards the end of the quarter due to competitive intensity and regional market dynamics.
- Sagar Cements Ltd (BOM:502090) reported a loss after tax of INR28 crores for the quarter.
- Operational metrics are expected to be under stress in Q2 due to seasonal challenges, including maintenance shutdowns and monsoon impacts.
- The company is facing delays in government approvals for land monetization, which is affecting its ability to realize expected proceeds.
Good morning, ladies and gentlemen. We welcome you all to the Q1 FY27 results conference call of Sagar Cements Limited. From the management, we have with us today, Mr. Sreekanth Reddy, Joint Managing Director; Mr. K. Prasad, Chief Financial Officer; Mr. Rajesh Singh, Chief Marketing Officer; and Mr. Raja Reddy, the Company Secretary.
I would now like to hand over the call to Gavin Desa from CDR India for his opening comments, post which we will hand over the call to management. Over to you, Gavin.
Thank you, Vibha, and thank you for introducing the management. We will begin this call with opening remarks from the management, following which we will have the floor open for an interactive Q&A session.
Before we begin, I would just like to point out that some statements made in today's discussions may be forward-looking in nature. A note to that effect was stated in the con call invite sent to you earlier.
I would now like to hand
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