SHREE CEMENT LIMITED — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Shree Cement reported strong Q4 FY26 performance: domestic sales volume up 11% YoY to 10.56 million tons, driving operating EBITDA to INR 1,212 crore (+34% QoQ). Full-year FY26 sales volume rose 2.2% to 36.4 million tons, with EBITDA/ton at INR 1,161. Capacity now at 69.3 million tons, boosted by Kodla commissioning. New Meghalaya plant (0.95 MT clinker / 0.99 MT cement) and UAE expansion underway. The company has a net cash balance of INR 6,400 crore and increased total FY26 dividend to INR 150/share. Management anticipates 7-8% demand growth, focusing on profitability amid rising fuel and packaging costs. Proactive cost management, green power (61% share), and RMC expansion are key strategic areas. Sentiment is confident in long-term growth and operational efficiency.