JK Cement Limited — PPTs, 18-07-2026: Investor Presentation

Here's a concise summary of J. K. Cement's investor presentation for Q1 FY27:

**Business Performance:**

J. K. Cement reported robust Q1 FY27 consolidated revenue of ₹4,032 crore, up 20% year-on-year, driven by 18% growth in grey cement volumes and 11% in white cement volumes (combined standalone and subsidiary). However, consolidated EBITDA decreased by 6% to ₹648 crore, primarily due to cost pressures and abnormally high maintenance activity.

**Growth Drivers or Strategy:**

The company is aggressively expanding its capacity towards 50 MTPA by FY30 with planned capex of ₹5,000-6,000 crore in the next two years. This expansion is supported by a strong sectoral outlook, fueled by India's projected 6.6% GDP growth, substantial government infrastructure spending (₹12.2 lakh crore), and solid housing demand.

**Recent Developments:**

Major grey cement expansion projects, including 7 MTPA capacity across Jaisalmer, Bikaner, and Bhatinda, are progressing towards H1 FY28 commissioning. Additionally, a new 6 lakh MT wall putty plant in Nathdwara is nearing completion, expected to start operations in Q2 FY27.

**Key Financial Metrics:**

For Q1 FY27, consolidated Profit After Tax (PAT) stood at ₹275 crore, down 15% year-on-year, with Earnings Per Share (EPS) at ₹35.9. Standalone EBITDA per tonne was ₹982.

**Management Commentary / Outlook:**

Management noted that price adjustments and growth in the white cement business helped offset some impact from increased costs due to geopolitical situations. A strong project pipeline ensures long-term demand visibility, aligning with the company's strategic expansion roadmap.