SHREE CEMENT earnings calls.

Shree Cement delivered a strong Q4 FY26 with domestic cement volumes of 10.56 million tonsCurrent reported value: 10.56 million tons. No comparable prior figure is available in the source record. (+11% YoY) and total volumes of 10.77 million tonsCurrent reported value: 10.77 million tons. No comparable prior figure is available in the source record. (+23.2% QoQ). Operating EBITDA jumped 34% QoQCurrent reported value: 34% QoQ. No comparable prior figure is available in the source record. to INR 1,212 crore with EBITDA per ton improving to INR 1,125Current reported value: INR 1,125. No comparable prior figure is available in the source record.. Capacity utilization rose to 66%Current 66%. Reported change: +1,000bps QoQ. from 56% in Q3. Full-year volumes grew 2.2% to 36.4 million tons with realizations improving 3.6% to INR 4,732/ton. The company commissioned its Kodla integrated plant (3.65MT clinker + 3.5MT cement), taking Indian capacity to 69.3 million tonsCurrent reported value: 69.3 million tons. No comparable prior figure is available in the source record.. Management targets 40 million tonsCurrent reported value: 40 million tons. No comparable prior figure is available in the source record. for FY27 (+10% YoY). Key headwinds include Middle East geopolitical tensions impacting fuel costs and moderate monsoon forecasts; fuel cost per kcal expected to rise 10-12% in Q1 with cumulative cost inflation of INR 150-200/ton. Cash position remains robust at ~INR 6,400-6,700 crore with net cash. Expansion to 80MT by 2029 remains on track but pace may adjust to demand conditions.