Earnings call · Apr–Jun 2026
JSW Cement Limited
Apr–Jun 2026 saw revenue grow 22% from a year earlier to ₹1,896 crore, but operating EBITDA fell 7.5% to ₹299 crore due to fuel costs & North region marketing spend of ₹33 crore. Management guides high-teens volume growth company-wide & expects North to turn EBITDA-positive by Q2.
The full notes: numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Vaibhav Agarwal
- Kunal Mukherjee
- Nilesh NarwekarChief Executiveofficermr. Narinder Singh Kahlon
- Narinder Singh
Questions came from
- Prateek KumarJefferies
- RaashiCiti
- Shravan ShahDolat Capital
- Sanjeev Kumar SinghMotilal Oswal Financial Services
- Navin SahadeoICICI Securities
- Amit MurarkaAxis Capital
- Siddharth MehrotraKotak Securities
- Kunal ShahDAM Capital
- Girija RayNirmal Bang
- Rajesh RaviHDFC Securities
Topics in this call
Opening remarks
Kunal Mukherjee
Yeah, thank you Vaibhav. Good morning to all, and we welcome you to the quarter 1 FY27 Earnings Call of JSW Cement. I hope all of you have had the chance to review our results and investor presentation. With this, I will hand over the call to Mr. Nilesh Narwekar for his opening remarks. Over to you, sir.
Read the whole call: 117 paragraphs, 11 analysts' questions with every answer, 9 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.