Sagar Cements
Sagar Cements Q1 FY26: Capex ₹360 Cr
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
For FY26, Sagar Cements expects overall volumes around 6 million tonnes, maintaining current volume guidance. EBITDA guidance for FY26 is conservatively pegged at ₹600 per tonne, despite Q1 achieving around ₹850 per tonne, reflecting cautious optimism due to market fluctuations.
From Sagar Cements's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- For FY26, Sagar Cements expects overall volumes around 6 million tonnes, maintaining current volume guidance.
- FY27 volumes are anticipated to increase to approximately 7 million tonnes, driven by the commissioning of the Dachepalli plant.
- Revenue growth is supported by robust price realizations, with price increases observed in key states (e.g., AP/Telangana up ₹50-55 per bag from March to June).
- EBITDA per tonne guidance is conservatively set at a minimum of ₹600 for the full year FY26, factoring potential price fluctuations.
- The company aims to focus on margin improvement rather than chasing volume growth aggressively.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Sagar Cements said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current year Capex is ₹360 crore: ₹260 crore for Andhra, ₹80 crore for Jeerabad, and ₹20 crore for maintenance across other units.
- Andhra's new preheater project targeted for commissioning by end-September to mid-October 2025.
- Grinding capacity upgrade at Andhra expected by end of FY26 to Q1 FY27.
- Jeerabad plant expansion from 1 million to 1.5 million tonnes grinding capacity underway; civil works to start post-monsoon, completion expected end Q4 FY26 to mid Q1 FY27.
- Sagar Cements (M) Private Limited approved expansion to 1.5 million tonnes grinding capacity and 6 MW solar power plant (~₹140 crore Capex) as part of green energy initiatives.
2 more points management made on capital expenditure plans
Fundraising & Capital Structure
See what Sagar Cements said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Sagar Cements — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹787 Cr, net profit ₹100 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Sagar Cements Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Sagar Cements Q1 FY26 results?
For FY26, Sagar Cements expects overall volumes around 6 million tonnes, maintaining current volume guidance. EBITDA guidance for FY26 is conservatively pegged at ₹600 per tonne, despite Q1 achieving around ₹850 per tonne, reflecting cautious optimism due to market fluctuations.
What is Sagar Cements share price analysis?
Sagar Cements currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹2,266 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sagar Cements planning capital expenditure?
Current year Capex is ₹360 crore: ₹260 crore for Andhra, ₹80 crore for Jeerabad, and ₹20 crore for maintenance across other units.
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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.