Q4 2026 Star Cement Ltd Earnings Call Transcript
Key Points
- Star Cement Ltd (NSE:STARCEMENT) reported a significant increase in cement production, reaching 16.45 lakh tonnes in Q4 FY26 compared to 14.79 lakh tonnes in the same quarter last year.
- The company achieved a notable rise in total revenue for the quarter, amounting to INR1,174 crores, up from INR1,052 crores in the previous year.
- EBITDA excluding exceptional items increased to INR324 crores in Q4 FY26 from INR268 crores in the same period last year.
- Profit after tax for the quarter improved to INR147 crores, compared to INR123 crores in the previous year.
- Star Cement Ltd (NSE:STARCEMENT) plans a 10% to 12% growth in cement volumes for FY27, indicating a positive outlook for the upcoming year.
- The demand was sluggish in April due to elections in Assam and West Bengal, impacting sales.
- Subsidies are expected to reduce by INR40 crores to INR50 crores in FY27 compared to FY26, potentially affecting profitability.
- The company anticipates an increase in fuel costs due to coal shortages and increased diesel prices, which may impact margins.
- CapEx guidance for FY27 has been adjusted to INR600 crores to INR700 crores, indicating potential delays in project timelines.
- There is a risk of increased competition in the Northeast market as other major players like Shree Cement and Ambuja Cement plan to enter the region.
Ladies and gentlemen, good day, and welcome to the earnings conference call for the quarter and year ended March 31, 2026 of Star Cement hosted by Philip Capital India Private Limited. (Operator Instructions) Please note that this conference is being recorded. I will now hand the conference over to Mr. Vaibhav Agarwal from Phillips Capital India Pvt. Ltd for opening remarks. Thank you and over to you.
Yeah. Thank you, Ryan, and good evening, everyone. Sincere apologies for the delay due to some connection issues. On behalf of PhillipCapital India Private Limited, we welcome you to the Q4 and FY26 call of Star Cement Limited. On the call, we have with us Mr. Tushar Bhajanka, Deputy Managing Director; and Mr. Manoj Agarwal, Chief Financial 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 be forward-looking statements related to future business
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