Shri Keshav Cements & Infra Ltd
Shri Keshav Cements & Infra Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Cement capacity increased from 0.36 million tons to 1 million tons, with plans to further increase to 2 million tons in the future. EBITDA for FY '26 expected in the range of INR 50-60 crores, with margins around 25-30%.
From Shri Keshav Cements & Infra Ltd's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Cement capacity increased from 0.36 million tons to 1 million tons, with plans to further increase to 2 million tons in the future.
- Target capacity utilization: 45% in FY '26, 55-60% in FY '27, and 65-70% beyond.
- Sales volume growth: 42% year-on-year increase in Q1 FY '26; anticipated continued ramp-up in subsequent quarters.
- Market share currently around 3-4% with potential to reach 5-6% in existing markets.
- Contribution from institutional buyers expected to grow from 3-4% in Q1 to 10-12% in Q2 FY '26, stabilizing at 20-25% eventually.
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Profitability & Margins
See what Shri Keshav Cements & Infra Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No major capex planned until FY '27; focus is on stabilizing the recently completed cement plant expansion.
- Future capacity increase for cement (up to 1.6-1.8 million tons) will require adding crushing and grinding capacity once current capacity utilization reaches around 70%.
- Potential future solar capacity addition of about 30 MW is under Board consideration, but no decision taken yet; planned post cement plant stabilization.
- RMC (Ready-Mix Concrete) plant project study completed; project initiation delayed by a quarter, will commence once cement plant stabilizes (expected by Q2 or Q3 FY '26).
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Top-ranked in Cement & Cement Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Shri Keshav Cements & Infra Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company has begun receiving orders from institutional/government projects, such as KRIDL (Karnataka Road Infrastructure Development Corporation).
- In the last quarter, they dispatched around 3,000 to 4,000 tons to institutional clients.
- This quarter, they expect to more than double that institutional order quantity.
- They anticipate institutional buyer contribution to stabilize between 20% to 25% of volumes in the near future.
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Shri Keshav Cements & Infra Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹38 Cr, net loss ₹1 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Shri Keshav's management said in earlier quarters
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Frequently Asked Questions
What were Shri Keshav Cements & Infra Ltd Q1 FY26 results?
Cement capacity increased from 0.36 million tons to 1 million tons, with plans to further increase to 2 million tons in the future. EBITDA for FY '26 expected in the range of INR 50-60 crores, with margins around 25-30%.
What is Shri Keshav Cements & Infra Ltd share price analysis?
Shri Keshav Cements & Infra Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹179 Cr. Investors should review the full earnings analysis for detailed insights.
Is Shri Keshav Cements & Infra Ltd planning capital expenditure?
No major capex planned until FY '27; focus is on stabilizing the recently completed cement plant expansion.
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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.