JK Cement shares remained in focus on Monday after the company’s management indicated that rising input costs are likely to pressure margins in the June quarter and highlighted the need for cement price hikes to sustain profitability.
Speaking in a television interview today, management said input costs are expected to impact Q1 FY27 by nearly ₹165–175 per tonne. The company added that the industry would require a price hike of around ₹300 per tonne to offset the increase in costs and maintain margins.
The commentary came after JK Cement reported mixed Q4 FY26 results, where strong volume growth was offset by weaker profitability.
The company reported a consolidated net profit of ₹333 crore for the March quarter, down 7.6% year-on-year from ₹360.4 crore. Revenue rose 8.6% to ₹3,887.5 crore compared to ₹3,581.2 crore in the same period last year.
EBITDA declined 10.8% year-on-year to ₹682.7 crore, while EBITDA margin contracted sharply to 17.56% from 21.37% a year ago.
Management said cement volumes remained strong during the quarter, with total volumes rising 12% year-on-year and grey cement volumes increasing 14% sequentially. However, softer realisations during the quarter impacted profitability.
The company also noted that white cement volumes remained flat due to operational disruptions in the UAE amid the ongoing US-Iran conflict.
At 10:16 AM, JK Cement shares were trading at ₹5,507.50 on the NSE, down 0.9%.
Disclaimer: The article is for informational purposes only and should not be considered as investment advice