Sagar Cements Limited — Investor Meet, 20-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sagar Cements reported robust Q4 FY26 results, with volumes up 8% (full-year 11%) and PAT at ₹100 Cr. EBITDA per tonne significantly improved to ₹445 from ₹218 YoY. Management is optimistic about future demand, targeting 7 million tonnes in FY27, driven by Jeerabad upgrades and Andhra Cements ramp-up. Expected operational efficiencies from Waste Heat Recovery Systems and plant upgrades aim to boost EBITDA per tonne to ₹600. A new Superfine Building Materials division was launched, focusing on advanced solutions with high margin potential. Cost pressures from fuel are being managed through inventory and domestic sourcing. Gross debt stands at ₹1,672 Cr, with plans for repayment supported by operational income and expected Vizag land monetization (₹350 Cr over two years). The company expresses confidence in sustained growth and enhanced profitability.