Q1 2026 Star Cement Ltd Earnings Call Transcript
Key Points
- Star Cement Ltd (NSE:STARCEMENT) reported a significant increase in EBITDA, reaching INR230 crores in Q1 FY '26 compared to INR118 crores in the same quarter last year.
- The company achieved a notable rise in profit after tax, which stood at INR98 crores for the quarter, up from INR31 crores in the previous year.
- Cement production increased to 12.31 lakh tonnes in Q1 FY '26 from 11.8 lakh tonnes in the same quarter last year.
- The company is on track with its expansion plans, with the Silchar plant expected to be commissioned by January of the current financial year.
- Star Cement Ltd (NSE:STARCEMENT) has maintained stable pricing in both the Northeast and East regions, which is expected to support future revenue growth.
- Variable costs, particularly power and fuel, have increased, impacting overall cost efficiency.
- The company faced operational challenges due to fluctuating demand, leading to increased costs from operating and shutting down kilns.
- Despite the positive revenue growth, the company needs to achieve a 17% to 20% growth in the remaining quarters to meet its annual volume guidance.
- There is a backlog in receiving subsidies, with INR150 crores yet to be received, which could impact cash flow.
- The competitive landscape in the Northeast market is expected to intensify with potential new entrants, which could pressure pricing and market share.
(technical difficulty) (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Harsh Mittal from Emkay Global. Thank you, and over to you, sir.
Thank you, Shubham. Good afternoon. Good evening, everyone, for participating in this call. On behalf of Emkay Global, I welcome you to the Q1 FY '26 Results Conference Call of Star Cement. From the management, we have with us Tushar Bhajanka, who is the Deputy Managing Director and joined by Mr. Manoj Agarwal, who is the company's CFO. So without any further ado.
I hand over the call to the management for their opening comments. Over to you, sir.
Yes. Hi, and good afternoon, all. My name is Tushar Bhajanka, and I'm the Deputy MD of Star Cement. I welcome you all to the conference call of Q1 '26.
I'll hand the reins to our CFO, Mr. Manoj Agarwal, who
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