So, ye jo Buxar, Bihar mein naya grinding unit start hua hai na, woh 3 MnTPA capacity ka hai. Yeh company ke 6 MnTPA wale bade expansion plan ka ek part hai jo January 2024 mein approve hua tha. Iske baad, JK Cement ki total grey cement capacity ab 31.26 MnTPA ho gayi hai. Matlab, East India mein company ab aur bhi strong ho gayi hai aur local customers ko fast delivery de paayegi.
Ab asli sawaal yeh hai ki itna bada expansion hone ke baad bhi stock 2.13% kyun gira? Share ₹5,550.00 par band hua January 29 ko. Ho sakta hai market investors ko expansion ke kharcho ki chinta ho, ya sector mein chal rahi price wars ka asar dikh raha ho. Aise time mein jab demand badh rahi hai, tab bhi price ko lekar pressure rehta hai.
Agar recent results dekhein toh Q2 FY26 mein company ka profit 17% badh kar ₹159 crore ho gaya tha, aur revenue 18% badh kar ₹3,019 crore hua. Magar margins pe thoda pressure tha. Company ka P/E ratio abhi bhi around 40.8-43.01 chal raha hai, jo future growth ko reflect karta hai. Market cap tha lagbhag ₹42.83 crore as of Jan 29, 2026.
Waise, Indian cement sector mein FY26 mein 7-8% growth ki ummeed hai, kyunki government housing aur infrastructure par focus kar rahi hai. Par competition bhi badh raha hai, jaise UltraTech, Ambuja, Shree Cement bhi apni capacity badha rahe hain. JK Cement ne future ke liye bhi plans bana liye hain. FY27 mein early teens volume growth aur FY28 tak 25.5 million tonnes capacity ka target rakha hai. Company ka goal hai FY30 tak capacity double karna.