Whalesbook
JK Lakshmi Cement ne FY26 ke Q4 results reveal kiye hain, jisme net profit 23.4% gir kar ₹124.1 crore ho gaya hai, jo pichle saal isi quarter mein ₹175.7 crore tha. Operations se revenue 0.2% badh kar ₹1,901.5 crore ho gaya, jo pehle ₹1,897.6 crore tha.
Expenses ka pressure!
EBITDA mein 18.5% ki girawat aayi, jo ₹286.1 crore ho gaya. EBITDA margin bhi 18.5% se kam hokar 15.1% ho gaya. Total expenses ₹1,752.86 crore tak pahunch gaye, jo pehle ₹1,667.41 crore the. Transport, clearing aur forwarding charges ₹419.62 crore (previous: ₹390.84 crore) aur finance costs ₹53.19 crore (previous: ₹44.37 crore) badh gaye, jisse profit kam hua.
Dividend aur Naye Investments
Profit kam hone ke baad bhi, Board of Directors ne ₹6.50 per equity share ka dividend recommend kiya hai, jo FY26 ke liye 130% payout hai. Strategic moves mein, company Assam mein 605 hectares ke teen limestone blocks ke liye preferred bidder bani hai. Saath hi, JK Lakshmi Cement ne NECEIVI Cement Limited mein 77.96% stake acquire karke use subsidiary bana liya hai. Naye limestone blocks ke liye ₹12.32 crore ka advance payment bhi kiya gaya hai.
Expansion ki taiyari!
Company apne Dug cement plant mein ek naya railway siding bana rahi hai, jisme ₹325 crore lagane hain. Iska pehla phase complete ho chuka hai. Chhattisgarh, Uttar Pradesh, Bihar aur Jharkhand mein clinker aur cement grinding capacity badhane ke liye ₹3,000 crore ka capital expenditure program bhi chal raha hai, jo March 2028 tak complete hone ki ummeed hai.
Aage ka outlook aur challenges
Company ko FY27 mein cement demand mein 6-7% growth ki ummeed hai, par government capital expenditure mein slowdown ka risk hai. Geopolitical factors, rupee depreciation aur supply chain issues bhi challenges hain. Earnings report se pehle, JK Lakshmi Cement ke shares NSE par 1.44% gir kar ₹635.30 par band hue the.