Here's a summary of JSW Cement's investor presentation:
**Business Performance:**
JSW Cement saw robust growth in FY26, with total volume sold up 10.6% YoY to 13.96 million MT and revenue from operations increasing by 12.0% to ₹6,512 Cr. Operating EBITDA surged by 43.6% to ₹1,240 Cr, translating to ₹888 per ton, showing improved profitability. The company's strong performance was driven by increased sales in both Cement and GGBS segments.
**Growth Drivers or Strategy:**
JSW Cement is focused on expanding its pan-India presence. Key initiatives include commissioning its Nagaur Integrated Unit in North India (3.3 MTPA clinker, 2.5 MTPA grinding) and the Sambalpur Grinding Unit in East India (1.0 MTPA). The company also launched a super-premium cement in South and East India.
**Recent Developments:**
The company successfully listed on NSE and BSE in August 2025. The Nagaur Integrated Unit in Rajasthan commenced production in March 2026, marking its entry into the North Indian market. JSW Cement was also declared the Preferred Bidder for two limestone blocks in Assam.
**Key Financial Metrics:**
* **Revenue from Operations (FY26):** ₹6,512 Cr (up 12.0% YoY)
* **Operating EBITDA (FY26):** ₹1,240 Cr (up 43.6% YoY)
* **Operating EBITDA per ton (FY26):** ₹888
**Management Commentary / Outlook:**
The company's strategic roadmap focuses on capacity expansion, including greenfield and brownfield projects, aiming for significant growth in grinding and clinker capacity by 2028. The entry into North India and continued focus on GGBS expansion are key priorities.