JK Lakshmi Cement Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

JK Lakshmi Cement reported a two-fold net profit increase and 5-6% volume growth in Q1 FY26, outperforming the industry. Management targets over 27% premium cement sales and Rs. 100-120/ton cost savings from efficiency drives, including increasing renewable energy to 52%. The Durg expansion (4.6 MnT cement) orders begin this quarter for March 2027 commissioning. The Northeast project is now 100% owned, with 250 MnT limestone reserves secured, planning a plant post-Durg. Total CAPEX for FY26-28 is Rs. 4,800 Cr. Company maintains strong market share and confident outlook on achieving 30 MnT by 2030.