JK Cement Limited (JKCEMENT) — Financial Results Announcement
Investor Takeaways
Overall Tone: Positive
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue | ₹3,826 Cr | 17% |
| Net Profit | ₹331 Cr | 91% |
| EBITDA | ₹683 Cr | 22% |
| EPS | Not available | |
| OPM | Not available |
What Changed
JK Cement reported consolidated revenue of ₹3,826 crores for Q4 FY26, reflecting a 13% quarter-on-quarter and 17% year-on-year increase. The growth was driven by 18% volume expansion in grey cement and expansion of premium product mix. Net profit rose sharply by 91% to ₹331 crores compared to the previous quarter, while EBITDA grew 22% to ₹683 crores. Grey cement capacity utilisation was recorded at 82%, and premium trade mix contributed 68% to overall sales, indicating improved pricing power. Capital expenditure of ₹742 crores was deployed toward new grinding units and captive power infrastructure, supporting the company’s target of 16% YoY revenue growth for FY26. The results reflect strong margin expansion and volume growth, underpinning future capacity additions scheduled for commissioning by H1 FY28.
Peer Comparison
| Company | P/E | ROE | ROCE | Market Cap (₹ Cr) |
|---|---|---|---|---|
| JKCEMENT | 58.6 | Not available | Not available | 42,219.37 |
| ULTRACEMCO | 44.08 | 10.84% | 12.31% | 3,38,497.96 |
| GRASIM | 21.08 | 4.62% | 4.86% | 1,99,652.33 |
| AMBUJACEM | 23.34 | 7.73% | 4.61% | 1,07,215.34 |
JK Cement trades at a higher P/E multiple compared to UltraTech, Grasim, and Ambuja Cements, reflecting market expectations of future growth.
Risks & Concerns
Quarterly Trend
| Quarter | Revenue (₹ Cr) | Net Profit (₹ Cr) | OPM% |
|---|---|---|---|
| Q3FY25 | 2,930.28 | 189.87 | 16.79 |
| Q2FY25 | 2,560.12 | 136.15 | 11.09 |
| Q1FY25 | 2,807.57 | 184.82 | 17.32 |
| Q4FY24 | 3,105.77 | 219.68 | 18.03 |
📄 View Original Announcement (PDF)
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.