Q4 2025 Shree Cement Ltd Earnings Call Transcript
Key Points
- Shree Cement Ltd (BOM:500387) reported a 13% increase in total India sales volume, reaching 9.84 million tonnes in Q4 FY25.
- The company's EBITDA for the quarter grew by 47%, with EBITDA per tonne increasing by 29% to INR1,406.
- The company achieved a significant milestone with 60.2% of its energy consumption coming from green energy sources, one of the highest in the industry.
- Shree Cement Ltd (BOM:500387) received an ESG rating of Care Edge ESG 1 with a score of 70.8%, highlighting its leadership in managing ESG risks.
- The company launched several premium products, increasing the share of premium product sales from 11.9% to 15.6% year-over-year.
- Despite the positive results, the company faces challenges with capacity utilization, which remains around 65%, indicating underutilization of its installed capacity.
- The company incurred a one-off cost of INR30.66 crores due to a voluntary separation scheme, impacting its financials.
- Shree Cement Ltd (BOM:500387) made an additional provision of INR24 crores for expected credit losses, reflecting a more conservative accounting approach.
- The company's strategy to focus on profitability over volume growth may limit its market share expansion in a competitive industry.
- There are concerns about the impact of new capacity additions on pricing and market dynamics, especially with the industry's supply overhang.
Ladies and gentlemen, good day, and welcome to the Shree Cement Limited Q4 FY25 earnings conference call hosted by ICICI Securities Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Navin Sahadeo for opening remarks. Thank you, and over to you, sir.
Thank you, Sasha. Good evening, everyone. On behalf of ICICI Securities, I welcome you all to the Q4 FY25 earnings call of Shree Cement. From the management, we have with us MD, Mr. Neeraj Akhoury; Senior Adviser, Mr. Ashok Bhandari; and CFO, Mr. Subhash Jajoo. So without any further ado, I hand over the call to the management for their opening comments. Over to you, sir.
Thank you. Thank you, Navin. Good morning or good evening, ladies and gentlemen. Most welcome to the earnings call of Shree Cement Limited. I'm sure you must have had a chance to read our quarterly results.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
