Q3 2026 Star Cement Ltd Earnings Call Transcript
Key Points
- Star Cement Ltd (NSE:STARCEMENT) reported a significant increase in clinker production, reaching 8.94 lakh tonnes compared to 6.42 lakh tonnes in the same quarter last year.
- Cement production also saw a notable rise, with 12.57 lakh tonnes produced this quarter versus 10.82 lakh tonnes in the previous year.
- The company's total revenue for the quarter increased to INR880 crores from INR719 crores in the same period last year.
- EBITDA, excluding exceptional items, improved significantly to INR207 crores from INR107 crores in the previous year.
- Profit after tax (PAT) surged to INR74 crores compared to INR9 crores in the same quarter last year, indicating strong financial performance.
- Freight costs increased by 13% year-on-year and 6% sequentially, attributed to transport disruptions and a strike in Meghalaya.
- Subsidy income decreased by 28% year-on-year, from INR43 crores to INR33 crores, due to a reduction in GST rates.
- The company does not anticipate an upward revision in volume guidance despite achieving a 21% growth in Q3.
- There was a one-off cost of INR5 crores due to a political donation, impacting the overall cost structure.
- The company faces challenges in maintaining stable logistics costs due to external factors like strikes and transport disruptions.
Ladies and gentlemen, good day, and welcome to the Earnings Call for the Quarter and 9 months ending 31st December 2025 for Star Cement Limited hosted by PhillipCapital India Private Limited. (Operator Instructions)
I now hand the conference over to Mr. Vaibhav Agarwal from PhillipCapital India Private Limited. Thank you, and over to you, sir.
Yes. Thank you, Rio. Good evening, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the Q3 and 9 months FY '26 call of Star Cement Limited. On the call, we have with us Mr. Tushar Bhajanka, Deputy Managing Director; and Mr. Manoj Agarwal, Chief Finance Officer at Star Cement Limited. I would like to mention on behalf of Star Cement Limited and its management that certain statements that may be made or discussed on today's conference call may include forward-looking statements related to future performance and anticipated company developments by its management. Such statements stated on today's call would be based on Star
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