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JK Lakshmi Cement Ltd

Q1 FY26Cement & Cement Products

JK Lakshmi Cement Q1 FY26: Capex ₹3,000 Cr

Q1 FY26 earnings call: what management said on revenue, margins and capex.

Price₹559
Market cap₹6.8K Cr
P/E17.7
Updated23 Aug 2026
Read4 min read

The short version

The company aims to outperform the industry in volume growth for the full year, confident of delivering incremental growth over the industry average. JK Lakshmi Cement expects volume growth to outperform industry growth, driven by expansion and market seeding in new regions like UP East and Central India.

From JK Lakshmi Cement Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • The company aims to outperform the industry in volume growth for the full year, confident of delivering incremental growth over the industry average.
  • Volume growth is driven by seeding new markets, especially in Central India (UP East), and supported by clinker availability and strong performance in regions like M.P. East and Maharashtra East.
  • Current focus is on consolidating presence in the East, with near 100% capacity utilization and plans to expand capacity at the Durg plant by March 2027.
  • The rejuvenated brands like Green Plus and Pro Plus, enhanced price positioning, and premium products are expected to support top-line growth.

2 more points from JK Lakshmi Cement Ltd's call on revenue

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Profitability & Margins

See what JK Lakshmi Cement Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Total CAPEX planned over next three years is approximately Rs.3,000 crores for Durg expansion; balance CAPEX allocated to Northeast, Nagore, and Kutch land acquisitions, plus maintenance CAPEX (Rs.70-80 crores annually).
  • FY26 CAPEX guidance around Rs.1,500 crores, FY27 Rs.1,800 crores, and FY28 Rs.1,500 crores.
  • Durg expansion includes clinkerization and grinding units; first phase expected by March 2027, with remaining units by March 2028.
  • Northeast project expected to commence about six months after Durg; environmental clearances in progress (Madhubani ahead of Prayagraj).
  • Equipment ordering for Durg expansion to start from Q2 FY26 quarter.
  • Additional investments include enhancing renewable energy capacity from 49% to 52% this year to reduce costs.

2 more points from JK Lakshmi Cement Ltd's call on capex

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Top-ranked in Cement & Cement Products

Ranked on what management guided this quarter

Guidance-ranked
1Grasim Inds
Rev 1Mar 3
2BIGBLOC Const.
Rev 2Mar 1
3
Rev 2Mar 3
4
Rev 3Mar 1
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what JK Lakshmi Cement Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The discussion primarily revolves around: - CAPEX plans and expansions (Durg, Northeast, Nagore, Kutch). - Mergers and brand consolidations. - Market share and competitive landscape. - Debt profile and pricing outlook.

2 more points from JK Lakshmi Cement Ltd's call on order book

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JK Lakshmi Cement Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.9K Cr, net profit ₹125 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What JK Lakshmi Cement Ltd's management said in earlier quarters

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    Revenue for 1QFY26: ₹2,076.61 Crores (Standalone) and ₹2,080.00 Crores (Consolidated), a 1% decrease YoY from ₹2,096.87 Crores and ₹2,101.65 Crores…

  • UltraTech Cem. (Q1 FY26)

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Compare:vs UltraTech Cem.vs Grasim Indsvs Ambuja Cements Ltd

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Frequently Asked Questions

What were JK Lakshmi Cement Ltd Q1 FY26 results?

The company aims to outperform the industry in volume growth for the full year, confident of delivering incremental growth over the industry average. JK Lakshmi Cement expects volume growth to outperform industry growth, driven by expansion and market seeding in new regions like UP East and Central India.

What is JK Lakshmi Cement Ltd share price analysis?

JK Lakshmi Cement Ltd currently shows a neutral. The stock trades at a P/E of 17.7 with a market cap of ₹6,816 Cr. Investors should review the full earnings analysis for detailed insights.

Is JK Lakshmi Cement Ltd planning capital expenditure?

Total CAPEX planned over next three years is approximately Rs.3,000 crores for Durg expansion; balance CAPEX allocated to Northeast, Nagore, and Kutch land acquisitions, plus maintenance CAPEX (Rs.70-80 crores annually).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.