Sagar Cements Limited — Investor Meet, 29-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sagar Cements reported Q2 FY26 revenue of ₹602 crore (+27% YoY) and EBITDA of ₹51 crore (9% margin), with a ₹44 crore net loss. Volume grew 17%. Management noted seasonal demand weakness and price softening, expecting a strong H2 FY26 driven by government spend. FY26 volume outlook is 6 million tonnes, with profitability supported by cost optimization and rising capacity utilization. Debt-to-equity is 0.69:1. The company is advancing expansions at Andhra Cement, Jeerabad, and Gudipadu, positioning for future infrastructure growth. Outlook remains positive on demand rebound and efficiency gains, especially in Andhra/Telangana.