JK Lakshmi Cem.

Q1 FY27Cement & Cement Products

JK Lakshmi Cem. Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹541

Market cap₹6.9K Cr

P/E18.1

Updated25 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

2 of 4 strong

RevenueRank 3

MarginRank 3

CapexYes

FundraiseYes

Not discussed on this call: order book.

The short version

JK Lakshmi Cement targets achieving 30 million tons of cement capacity by FY30, indicating ambitious volume growth plans. JK Lakshmi Cement is maintaining its growth guidance to achieve 30 million tons capacity by FY2030, indicating strong capacity expansion plans.

From JK Lakshmi Cem.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3

JK Lakshmi Cement targets achieving 30 million tons of cement capacity by FY30, indicating ambitious volume growth plans.
The company is executing substantial capex (~INR 5,000 crores over next three years) focused on expansions in Durg (~INR 3,000 crores) and Northeast (~INR 1,500 crores) regions to support volume growth.
Q1 FY27 showed 8% volume growth, demonstrating positive momentum.
Non-cement revenue is expected to grow from INR 613 crores last year to about INR 800 crores plus in the current year, signaling diversification and revenue growth outside cement.
There is a strategic focus on optimizing geo mix and increasing presence in core markets (Gujarat, Rajasthan, Chhattisgarh, Haryana, Western UP) to improve realizations and sales.
The company is enhancing renewable energy capacity and cost efficiencies, supporting sustainable growth.

Profitability & Margins

JK Lakshmi Cement is maintaining its growth guidance to achieve 30 million tons capacity by FY2030, indicating strong capacity expansion plans.
Capex guidance for FY27 to FY29 totals around INR 5,000 crores, supporting expansion projects including Durg and Northeast, showing commitment to volume growth.
Non-cement revenue is expected to grow from INR 613 crores last year to around INR 800 crores this year, diversifying income streams.
Cost pressures are noted, particularly in fuel and packing materials, which may impact margins in the short term.
Management targets controlling net debt to EBITDA ratio below 2.5-2.75x, indicating careful financial discipline alongside growth.
Renewable energy projects and captive solar power initiatives are expected to reduce power costs and support margin improvement in the medium term.
Overall, earnings growth is expected driven by volume expansion, improved product mix, and cost-saving initiatives, though near-term cost inflation remains a factor.

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

Capital Expenditure Plans

Yes

Total capex guidance over next three years: INR 5,000 crores
- INR 3,000 crores earmarked for Durg expansion
- INR 1,500 crores for Northeast expansion (includes land acquisition costs separately)
Capex spend on Durg so far: INR 400 crores
FY27 expected total capex: INR 1,500 crores
FY28 expected capex: INR 2,000 crores
FY29 expected capex: INR 1,500 crores
Capex excludes land acquisition costs for Kutch and Nagore, which are proceeding slowly
Progress on Northeast project involves auctions, mining plan submissions, environmental clearances, and grinding station site identification
Strategic investment: Setting up a 28 MW Battery Energy Storage System (BESS) to optimize solar power usage in Rajasthan plant
Investment in a 42 MW solar power SPV with INR 20 crores capex for captive power, targeting payback under 2 years

Top-ranked in Cement & Cement Products

Ranked on what management guided this quarter

5x potential

1Grasim Inds₹2.2L Cr

Rev 1Mar 3

2BIGBLOC Const.₹578 Cr

Rev 2Mar 1

3₹1.3K Cr

Rev 3Mar 1

4₹3.2L Cr

Rev 3Mar 3

5₹81.4K Cr

Rev 3Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The company plans a capital expenditure (capex) of approximately INR 5,000 crores over the next three years, including INR 3,000 crores for Durg and INR 1,500 crores for Northeast expansion.
The capex plan excludes land acquisition costs for Nagore and Kutch, which are progressing slowly.
Management aims to maintain a net debt to EBITDA ratio between 2.5x and 2.75x while pursuing aggressive expansion plans to achieve 30 million tons capacity by FY30.
No explicit mention of new fundraising through debt or equity was made during the call.
The company intends to manage its leverage prudently to fund expansion without crossing targeted debt thresholds.

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

Order Book & Pipeline

The provided transcript from the JK Lakshmi Cement Limited conference call does not explicitly mention details about the current or expected order book or pending orders. The discussion primarily focuses on capex plans, capacity expansions, cost structures, geo mix, and operational updates without referencing order book status. Key related points include: - Capex plans: INR 5000 crores over next three years, including INR 3000 crores for Durg and INR 1500 crores for Northeast expansion. - Northeast project and mining plans progressing as per schedule. - Installed capacity expected to reach 18 million tons by end of current financial year. - Focus on volume growth (8% volume growth in recent quarter) and geographic mix optimization. No direct data or commentary on pending orders or orderbook was disclosed in the transcript.

JK Lakshmi Cem. — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

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

Full financials →

What JK Lakshmi Cem.'s management said in earlier quarters

Others in Cement & Cement Products this season

JSW Cement Ltd (Q1 FY27)
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Orient Cement Ltd (Q1 FY27)
July saw an 8% year-on-year growth in trade volumes, indicating a positive momentum after prior disruptions. Key concall takeaways from Orient Cement's Q1 FY27…
J K Cements Ltd (Q1 FY27)
Capex plans include INR3500 crores for FY27 and around INR1200 crores for FY28, with potential additional expansions. Key concall takeaways from J K Cements's…
Nuvoco Vistas Corporation Ltd (Q1 FY27)
Capex of INR 900 crore for FY27 (with INR 370 crore spent in Q1) supports capacity expansions and operational improvements. Key concall takeaways from Nuvoco…

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Frequently Asked Questions

What were JK Lakshmi Cem. Q1 FY27 results?

What is JK Lakshmi Cem. share price analysis?

JK Lakshmi Cem. currently shows a below-average growth signal. The stock trades at a P/E of 18.1 with a market cap of ₹6,945 Cr. Investors should review the full earnings analysis for detailed insights.

Is JK Lakshmi Cem. planning capital expenditure?

Total capex guidance over next three years: INR 5,000 crores - INR 3,000 crores earmarked for Durg expansion - INR 1,500 crores for Northeast expansion (includes land acquisition costs separat

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.