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Sagar Cements Limited Q2 FY26 earnings call summary

NSE: SAGCEM · BSE: 502090

Earnings call of 24 Oct 2025, summarised by AI from the filing.

Sagar Cements Q2 FY26 revenue ₹602 cr, EBITDA ₹51 cr, margin 9%; FY26 volume guidance around 6 million tonnes and EBITDA per tonne ₹600.

Key takeaways

  1. Capex change FY26 capex raised to around ₹450 cr from ₹360 cr due to faster implementation.
  2. Growth driver Cost optimisation through freight efficiency, lower clinker factor, Andhra plant upgrade and renewable energy.
  3. Main risk New capacities in South in ramp-up phase could pressure pricing and utilisation.

Original filing on BSE

Sagar Cements Limited Q1 FY27 results

As filed: Revenue ₹706 cr (+5% year on year), EBITDA ₹72.4 cr (−41% year on year), PAT −₹28.1 cr (−300% year on year), EBITDA margin 10.3% (−793 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹787 cr (+20% year on year), EBITDA ₹81.5 cr (+127% year on year), PAT ₹100 cr, EBITDA margin 10.4% (+489 bps). Score 82 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 489 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −5.9% in 30 days (Nifty 500: +1.0%).
  • Q3 FY26: Revenue ₹591 cr (+5% year on year), EBITDA ₹37.7 cr (−1% year on year), PAT −₹64.1 cr, EBITDA margin 6.4% (−36 bps). Score 15 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 36 bps year on year. Share price after the results: +6.7% in 30 days (Nifty 500: +2.5%).
  • Q2 FY26: Revenue ₹602 cr (+27% year on year), EBITDA ₹51.0 cr (+155% year on year), PAT −₹44.0 cr, EBITDA margin 8.5% (+426 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 426 bps year on year. Revenue fell 10% from last quarter. Share price after the results: −8.5% in 30 days (Nifty 500: +2.0%).
  • Q1 FY26: Revenue ₹671 cr (+20% year on year), EBITDA ₹122 cr (+165% year on year), PAT ₹7.0 cr, EBITDA margin 18.2% (+998 bps). Score 91 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 998 bps year on year. Tax rate 67%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −12.0% in 28 days (Nifty 500: −3.4%).
  • Q4 FY25: Revenue ₹658 cr (−7% year on year), EBITDA ₹36.0 cr (−46% year on year), PAT −₹73.0 cr (−300% year on year), EBITDA margin 5.5% (−398 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend. EBITDA margin fell 398 bps year on year. Share price after the results: +6.2% in 30 days (Nifty 500: +5.0%).
  • Q3 FY25: Revenue ₹564 cr (−16% year on year), EBITDA ₹38.0 cr (−56% year on year), PAT −₹54.0 cr, EBITDA margin 6.7% (−627 bps). Score 15 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin fell 627 bps year on year.
  • Q2 FY25: Revenue ₹475 cr (−19% year on year), EBITDA ₹20.0 cr (−67% year on year), PAT −₹57.0 cr, EBITDA margin 4.2% (−601 bps). Score 1 of 100, Below trend. EBITDA margin fell 601 bps year on year. Not enough history for a trend yet: scored on growth alone. Revenue fell 15% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Sagar Cements Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.