JK Cement Limited — Investor Meet, 21-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JK Cement posted robust Q1 FY27 volumes, up 18% YoY, primarily from Central India expansion. Net Sales rose 23% YoY to ₹3,786 Cr, with EBITDA at ₹639 Cr (16.9% margin) and PAT at ₹291 Cr. Net debt stood at ₹3,864 Cr. Management expects Q2 costs to increase by ~₹150/ton, though no significant price drop is foreseen in monsoon despite seasonality. Capacity expansion to 40MT by FY28 and 50MT by FY30 remains on schedule. White cement gained from import disruptions, while RMC and paint businesses show growth and breakeven. Outlook confident on strategic growth.