Rising petcoke and coal prices
Petcoke prices have risen from ~$120 to $136-140 CIF, potentially adding ₹100-150 per ton to costs from mid-Q2 FY27.
Sagar Cements · Material risks, their source context, and severity in the latest available quarter.
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Petcoke prices have risen from ~$120 to $136-140 CIF, potentially adding ₹100-150 per ton to costs from mid-Q2 FY27.
Working capital days increased significantly due to extended credit to customers and higher fuel inventory, which may persist with volume growth.
The company has missed volume guidance in prior years due to pricing discipline; achieving 7 million tons depends on demand and pricing stability.
The Visakhapatnam land sale is contingent on a government order, which is still awaited; any delay could impact deleveraging plans.