Q1 2025 JK Lakshmi Cement Ltd Earnings Call Transcript
Key Points
- JK Lakshmi Cement Ltd (BOM:500380) has a strong focus on renewable energy, achieving 48% renewable energy usage last quarter, up from 39% the previous year.
- The company has improved supply chain efficiencies, reducing lead distance by 12 kilometers compared to the previous year.
- Premium product sales have increased to 30%, positively impacting the bottom line.
- The company has significant limestone reserves, ensuring operational continuity for 35 to 50 years.
- JK Lakshmi Cement Ltd (BOM:500380) is planning strategic expansions, including a 4.6 million tonne plant in East India and a 1.5 million tonne plant in the Northeast.
- Pricing pressure has led to the lowest price levels in the last three years, impacting realizations.
- Volume growth has been flat due to market dependencies on migrant labor and election-related disruptions.
- The company experienced a higher sequential drop in realizations compared to the broader industry.
- The merger with Udaipur Cement Works Limited has not yet quantified the exact savings, creating some uncertainty.
- The company faces intense competition and aggressive pricing strategies from larger players, impacting market share and profitability.
Ladies and gentlemen, good day, and welcome to the JK Lakshmi Cement Q1 FY25 earnings conference Call hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Vaibhav Agarwal from PhillipCapital India Private Limited. Thank you, and over to you, sir.
Thank you, Darwin. Good evening, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the Q1 FY25 call of JK Lakshmi Cement. I need to highlight that JK Lakshmi Cement Limited is also the holding company of exclusive entity Udaipur Cement Works Limited. And therefore, this call is also open for discussion about the performance of Udaipur Cement Works Limited.
On the call, we have with us Mr. Arun Kumar Shukla, President and Director; and Mr. Sudhir Bidkar, CFO of JK Lakshmi Cement. I would like to mention on behalf of JK Lakshmi Cement and its management, that certain statements that we made or discussed
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