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Sagar Cements

Q4 FY25

Sagar Cements Q4 FY25: Capex ₹336 Cr

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹163

Market cap₹2.3K Cr

Updated23 Aug 2026

Read5 min read

The short version

FY '26 volume guidance is around 6 million tonnes, reflecting 6% to 8% growth aligned with industry projections. FY26 volume guidance is around 6 million tonnes, reflecting 6-8% growth, aligning with industry growth and driven mainly by ramp-up in Andhra Cement.

From Sagar Cements's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

FY '26 volume guidance is around 6 million tonnes, reflecting 6% to 8% growth aligned with industry projections.
The company aims for volume growth driven primarily by ramp-up at Andhra Cement.
Revenue for Q4 FY '26 was slightly lower year-on-year, but focus is on margin improvement rather than volume expansion.
EBITDA per tonne is expected to improve due to lower energy prices and better pricing.
Price increases from April 2025 onward are expected to sustain or improve further due to market consolidation and government demand.
For FY '27, a significant pickup in volumes is anticipated but management prefers to take it one year at a time.

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Profitability & Margins

FY26 volume guidance is around 6 million tonnes, reflecting 6-8% growth, aligning with industry growth and driven mainly by ramp-up in Andhra Cement.
EBITDA per tonne is expected to improve to around ₹3500 in Q1 FY26, supported by Andhra plant upgrades and cost savings.
Full-year FY26 EBITDA per tonne guidance to be clearer after Q1 results; potential for earlier estimates revision.
Operating leverage from rising capacity utilization (expected 55-57% consol) to aid profitability growth.
CapEx for FY26 planned at around ₹360 crore, mainly for Andhra expansions and plant upgrades, contributing to future cost efficiencies.
Cement price increases sustained since April 2025 should support margin expansion.

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Capital Expenditure Plans

CapEx for FY '26 is around ₹336 crore to ₹360 crore, with approximately ₹250 crore allocated for Andhra Cement.
Expansion of Jeerabad plant from 1 million to 1.5 million tonnes is planned, with an investment of around ₹180 crore, expected to commission by end of FY '26 or early FY '27.
Gudipadu plant expansion is targeted for Q2 of next year, with relatively lower immediate CapEx.
Waste Heat Recovery Systems (WHRS) and solar projects are underway, with a 6 MW solar plant commissioned at Gudipadu in Q4 FY '25 and another 6 MW solar plant expected at Andhra before Q2 FY '26.
The total remaining CapEx for Andhra Cement is approximately ₹395 crore plus investments in WHRS.

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Fundraising & Capital Structure

No specific mention of new fundraising through debt or equity in the transcript.
The company is planning a rights issue for Andhra Cement to reduce holding to 75% by March 2026.
Proceeds from the anticipated sale of Vizag land (around 100 acres) expected to be used for deleveraging.

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Order Book & Pipeline

The transcript provided does not specifically mention details about the company's current or expected order book or pending orders. However, some related points on demand and market outlook include: - The company expects cement demand growth of 6% to 8% in FY26. - Andhra Pradesh government's tender processes are in finalization stages, indicating upcoming government-led demand. - Government infrastructure and low-cost housing projects are expected to sustain cement demand, especially in Andhra Pradesh and Telangana.

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Sagar Cements — Quarterly revenue & net profit

Revenue Net profit Net loss

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 ₹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 Q4 FY25 results?

FY '26 volume guidance is around 6 million tonnes, reflecting 6% to 8% growth aligned with industry projections. FY26 volume guidance is around 6 million tonnes, reflecting 6-8% growth, aligning with industry growth and driven mainly by ramp-up in Andhra Cement.

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?

CapEx for FY '26 is around ₹336 crore to ₹360 crore, with approximately ₹250 crore allocated for Andhra Cement. - Expansion of Jeerabad plant from 1 million to 1.5 million tonnes is planned, with an investment of around ₹180 crore, expected to commission by end of FY '26 or early FY '27. - Gudipadu plant expansion is targeted for Q2 of next year, with relatively lower immediate CapEx. - Waste Heat Recovery Systems (WHRS) and solar projects are underway, with a 6 MW solar plant commissioned at Gudipadu in Q4 FY '25 and another 6 MW solar plant expected at Andhra before Q2 FY '26. - The total remaining CapEx for Andhra Cement is approximately ₹395 crore plus investments in WHRS. - CapEx spend is partly spread over FY '26 and FY '27, with some rollovers. - Land sale proceeds from Vizag land (approx.

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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.