Sagar Cements Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Sagar Cements reported around 13% volume growth in Q1 FY27 with revenue up 5% year-on-year, while EBITDA per tonne moderated to ₹451 due to elevated energy, fuel and packaging costs linked to geopolitical tensions in West Asia. The company reported a loss after tax of ₹28 crore for the quarter and completed capacity expansions at Jeerabad and a partial waste heat recovery commissioning at Gudipadu. Management discussed pricing trends across southern and other states, an ongoing land monetisation at Vizag pending government approval, and cost outlook for the remainder of the year.
Sagar Cements reported full-year volumes of 6.1 million tonnes with quarterly and full-year volume growth of 8% and 11% respectively, alongside quarterly revenue growth of 20%. EBITDA per tonne for Q4 FY26 rose to ₹445 from ₹218 a year earlier, and profit after tax for the quarter stood at ₹100 crores. Management discussed rising pet coke and coal costs linked to the West Asia crisis, progress on the Andhra Cements amalgamation, and the launch of a new Superfine Building Materials division.