Pricing pressure post-GST reduction
Management noted pricing pressure in October after passing on GST benefit; net realizations may be marginally down in Q3.
JKCEMENT / Q2-FY26 / risks
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JK Cement · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Industry capacity oversupply from FY27
Multiple capacity announcements by peers (e.g., UltraTech) could lead to intense competition and lower capacity utilization in FY27-28.
UAE profitability risk from competitor entry
Asian Paints entering white cement production in UAE may impact JK Cement's white cement sales and profitability in that region.
Toshali limestone lease uncertainty
Long-term limestone supply arrangement for Toshali plant still under discussion; expansion plans contingent on court/state government approval.