JK Cement Limited — PPTs, 01-11-2025: Investor Presentation

J.K. Cement reported strong Q2FY26 performance with consolidated revenue at ₹3019 Cr, an 18% YoY jump, and consolidated net profit reaching ₹159 Cr, up 17% YoY. Standalone results were notably robust: EBITDA rose 63% YoY to ₹440 Cr, and net profit surged 334% YoY to ₹176 Cr. Growth was fueled by a 16% YoY increase in Grey Cement sales volume and a 10% YoY rise in White Cement & Wall Putty sales, driven by expanded market reach.

The company is aggressively expanding capacity, with a 4 MTPA clinker unit at Panna nearing completion (95% done by Dec 2025) and a 3 MTPA cement capacity spread across Panna, Hamirpur, and Prayagraj, with the Prayagraj unit already commissioned. Further expansions include a 3 MTPA grinding unit in Bihar (Q4FY26), and new large-scale projects at Naya Gaon (H1FY28) and Nimberhera (Q2FY27).

Looking ahead, despite increasing pet coke prices, the focus on capacity expansion and operational efficiency, including logistics initiatives, positions the company for continued growth.