Industrial Goods/Services
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Updated on 01 Nov 2025, 09:32 am
Reviewed By
Aditi Singh | Whalesbook News Team
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JK Cement Ltd. has reported robust financial performance for the second quarter of FY26. The company's net profit saw a significant jump of 27.6% year-on-year, increasing from ₹125.8 crore in Q2FY25 to ₹160.5 crore in Q2FY26. Revenue from operations also demonstrated strong growth, rising by 18% to ₹3,019 crore from ₹2,560 crore in the same period last year. A key highlight is the substantial increase in Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA), which grew by 57% to ₹446 crore, up from ₹284 crore. This led to an expansion in the EBITDA margin to 14.8%, a notable improvement from 11.1% in the prior year's quarter. The company experienced healthy sales growth, with grey cement sales increasing by 16% and white cement & wall putty sales growing by 10% year-on-year. JK Cement is also actively pursuing capacity expansion. Projects include adding 4 MTPA grey clinker capacity at Panna, a 3 MTPA cement facility at Panna, Hamirpur, and Prayagraj, and a 3 MTPA split grinding unit in Bihar. Commissioning for these projects is expected between Q4FY26 and H1FY28, with a total planned expenditure of ₹2,155 crore. The company's paint portfolio and value-added products are also contributing to growth.
Impact: This news is highly positive for JK Cement investors. The strong profit and revenue growth, coupled with margin expansion and strategic capacity enhancements, indicate healthy operational efficiency and market demand. The expansion plans signal a commitment to future growth, which could lead to increased market share and profitability. Investors will likely view these results and forward-looking plans favorably, potentially impacting the stock price positively. Rating: 9/10
Difficult terms: EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company's operating performance, excluding non-operating expenses such as interest and taxes, and non-cash expenses like depreciation and amortization. EBITDA margin: This is calculated by dividing EBITDA by revenue. It represents the profitability of a company's core operations as a percentage of its total revenue.
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