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Rising petcoke and coal prices
View Risks →Sagar Cements Ltd — Q4 FY26
Sagar Cements reported a strong Q4 FY26 with 20% YoY revenue growth and PAT of ₹100 crore.
bullish
medium
✓ Verified against BSE filing
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Sagar Cements reported a strong Q4 FY26 with 20% YoY revenue growth and PAT of ₹100 crore. Volumes grew 8% YoY to 6.1 million tons for the full year, driven by resilient infrastructure and rural demand. EBITDA per ton improved sharply to ₹445 from ₹218 in Q4 FY25, aided by cost efficiencies and favorable pricing in the non-trade segment. Management guided for 7 million tons volume in FY27, supported by capacity expansions at Jiraabad and Andhra Cements. However, rising petcoke and coal prices pose a risk, with an estimated cost impact of ₹100-150 per ton expected from mid-Q2 FY27. The company is also pursuing land monetization in Visakhapatnam, targeting ₹350 crore over two years.
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Total Volumes (FY26)
6.1M tons
+11% YoY
Full year volumes grew 11% YoY, in line with expectations.
EBITDA per ton (Q4 FY26)
₹445
+104% YoY
EBITDA per ton more than doubled from ₹218 in Q4 FY25.
Volume Guidance (FY27)
7M tons
+15% YoY
Management expects 7 million tons volume in FY27, driven by capacity additions.
Land Monetization (Visakhapatnam)
₹350Cr
N/A
Expected proceeds of ₹350 crore over 18-24 months from land sale.
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Guidance and risk preview
Management expects total volumes of around 7 million tons in FY27, driven by capacity expansions and demand growth.
Petcoke prices have risen from ~$120 to $136-140 CIF, potentially adding ₹100-150 per ton to costs from mid-Q2 FY27.
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