Star Cement Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Star Cement posted strong Q4 FY26 results with revenue up 11.6% YoY to ₹1,174 Cr and PAT at ₹147 Cr (+19.5% YoY). Full-year FY26 revenue was ₹3,776 Cr (+19.4% YoY), PAT ₹390 Cr (+130% YoY), and EBITDA/ton ₹1,738. Management targets 10-12% volume growth in FY27. Capex plans are significant: ₹600-700 Cr for FY27 and ₹1,500 Cr for FY28, focusing on grinding units in Bihar and Haryana. Q1 FY27 faces cost pressure from fuel and packing, partially offset by recent price hikes. Long-term Northeast EBITDA/ton is expected at ₹1,500-1,700. Management expresses confidence in strategic expansion despite increasing competition.