JK Lakshmi Cement Limited has announced its quarterly earnings call to discuss financial performance for the third quarter of fiscal year 2026. The company informed stock exchanges about the conference call scheduled for February 4, 2026, in compliance with regulatory requirements.

Earnings Call Details

PhillipCapital (India) Private Limited will host the earnings call on Wednesday, February 4, 2026, at 4:00 PM IST. The call is organized to discuss the company's financial results for the quarter and nine months ended December 31, 2025.

Management Participation

The earnings call will feature senior management representatives who will discuss the company's quarterly performance and address investor queries.

Key Speakers:

• Mr. Arun Kumar Shukla - President & Director
• Mr. Sudhir Bidkar - ED (Corporate Affairs) & CFO

Participation Details

Investors and analysts can join the call through multiple dial-in options. The company has provided both primary and secondary numbers for domestic participants, along with toll-free international numbers.

Regulatory Compliance

The announcement was made under Regulation 30(6) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company has informed both BSE Limited and National Stock Exchange of India Limited about the scheduled conference call.

PhillipCapital (India) Private Limited has emphasized its commitment to regulatory guidelines and transparency practices. The proceedings of the call will be recorded, and participant details will be shared with the corporate. The company is expected to comply with all necessary disclosures on stock exchanges, including call invite intimation, recording details, and call transcript.

Participants are encouraged to pre-register for the call to avoid wait times and can join with DiamondPass for streamlined access.

JK Lakshmi Cement Limited , a prominent player in the Indian cement industry, has outlined an ambitious expansion strategy during its Q2 and H1 earnings conference call. The company, which currently operates at an 18 million tons capacity, aims to significantly scale up its operations over the next few years.

Expansion Roadmap

The company's expansion plans are set to unfold in multiple phases:

1. Durg Brownfield Expansion:

   • Estimated cost: Rs. 3,000.00 crores
   • Target capacity: 22.60 million tons by FY28

2. Greenfield Projects:

   • Three new plants planned in Nagaur, Kutch, and Assam
   • Expected to come online in FY29 and FY30
   • Targeted total capacity: 30.00 million tons by FY30

Financial Highlights

While specific financial figures were not provided, the company reported several key operational metrics for Q2:

The company noted an improvement in its premium product proportion, which increased from 23.00% to 26.00% quarter-on-quarter.

Operational Updates

• Surat Grinding Unit: Commissioned in September, contributing to the current 18.00 million tons capacity
• Non-cement Revenue: Reached Rs. 153.00 crores with a 4.00% EBITDA margin
• Geographical Mix: North markets (including Gujarat) accounted for 69.00% of sales

Market Dynamics

JK Lakshmi Cement reported that trade prices remained largely stable across markets, with some pressure observed in non-trade segments. The company expects demand to improve from November onwards, potentially leading to a recovery in non-trade prices.

CAPEX Outlook

The company provided the following CAPEX guidance:

• FY26: Rs. 1,000.00 to 1,200.00 crores
• Next two years: Rs. 1,300.00 to 1,500.00 crores annually

Challenges and Opportunities

While the company is optimistic about its expansion plans, it faces challenges such as pricing pressures in non-trade segments and fluctuations in fuel costs. However, management expressed confidence in their ability to improve performance through various initiatives, including:

1. Enhancing premium product offerings
2. Optimizing distribution costs
3. Improving plant efficiency through technology adoption
4. Increasing the use of renewable power

Conclusion

JK Lakshmi Cement's ambitious expansion plans reflect its confidence in the long-term growth prospects of the Indian cement industry. As the company moves forward with its capacity enhancement strategy, investors and industry observers will be keenly watching how these plans materialize and impact the company's market position in the coming years.