JSW Cement Limited — PPTs, 28-08-2026: Investor Presentation
Here's a summary of the investor presentation for JSW Cement, tailored for retail investors:
**1. Business Performance:**
JSW Cement saw a strong 21.6% YoY increase in revenue to ₹1,896.4 crore in Q1 FY27, driven by a 26.5% jump in cement volumes and a 2.6% rise in GGBS volumes. Despite this growth, Operating EBITDA saw a slight dip of 7.5% YoY to ₹298.6 crore, mainly due to higher operational costs and the ramp-up of new facilities.
**2. Growth Drivers or Strategy:**
The company is focused on expanding its capacity, with plans to significantly increase both grinding and clinker capacity by FY28 and beyond. A key strategic focus remains on its GGBS business, where JSW Cement is the market leader, aiming to increase its usage in the RMC sector through customer education and advisory services.
**3. Recent Developments:**
JSW Cement added 56 MW of wind capacity in Q1 FY27, bringing its total renewable energy capacity to 112 MW. The Vijayanagar plant received a "GOLD AWARD" for outstanding achievement in "Environment Excellence."
**4. Key Financial Metrics:**
* Revenue from Operations (Q1 FY27): ₹1,896.4 crore (+21.6% YoY)
* Operating EBITDA (Q1 FY27): ₹298.6 crore (-7.5% YoY)
* PAT (Q1 FY27): ₹153.4 crore
* Net Debt to TTM EBITDA: 2.95x
**5. Management Commentary / Outlook:**
The cement sector is poised for growth, with demand expected to outpace capacity additions, especially driven by infrastructure development. JSW Cement is strategically positioning itself through capacity expansion and a focus on sustainable products like GGBS, aiming to capitalize on India's infrastructure boom. The company also benefits from strong synergies within the JSW Group.
