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JK Lakshmi Cement's Q1 FY27 saw ~9% QoQ realization jump from better geo-mix and non-trade price increases. However, fuel costs (per Kcal 1.54 -> 1.65, expected 1.8+ in Q2) and packaging expenses surged due to global factors. Management aims to pass these cost increases, acknowledging Q2 may see margin pressure from typical monsoon weakness and maintenance. Capex for Durg and Northeast expansions is on track (~INR1500 Cr FY27), targeting 30MT capacity by FY30 with Net Debt/EBITDA below 2.75x. Renewable energy now constitutes 49% of consumption. Investor takeaway: Company focused on strategic growth and cost mitigation amid an inflationary environment.