Market share concerns
Management did not directly address the market share question, instead redirecting to their value-over-volume strategy.
SHREECEM / Q2-FY25 / risks
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SHREE CEMENT · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
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Credit days expansion
An analyst highlighted that credit days have increased from 20 days (March 2021) to 36 days (current), raising questions about working capital management. Management attributed this to lower demand quarter and promised to follow up.
Volume versus pricing trade-off strategy clarity
Analyst questioned whether strategy goalposts are changing every quarter (market share pursuit in Q1 vs premium focus in Q2). Management emphasized dynamic profit maximization approach rather than consistent volume strategy.
Bangalore expansion timing uncertainty
When asked about the 3 million ton Bangalore grinding unit, management stated they are still awaiting regulatory clearances with no definitive timeline, suggesting potential delays beyond planned 80 MTPA roadmap.