Q1 2025 Shri Keshav Cements and Infra Ltd Earnings Call Transcript
Key Points
- Shri Keshav Cements & Infra Ltd (BOM:530977) has achieved 100% of its energy requirements through renewable solar energy since April 2018.
- The company received a prestigious award from the Bureau of Energy Standards for high-quality cement production with zero product failures.
- The company's rating has improved from BB+ with a stable outlook to BB+ with a positive outlook.
- A new cement plant is set to be commissioned by Q3 FY25, increasing total capacity to 1 million tonnes per annum.
- The company plans to enhance its solar generation capacity by 3 megawatts, increasing power generation by around 8% to 9% upon full commissioning.
- The cement market was pressured due to elections, resulting in no new cement dealers being added this quarter.
- The company faced a 12% dip in cement pricing, impacting revenue and profitability despite higher capacity utilization.
- The southern region's cement prices have fallen significantly, affecting revenue growth and profitability.
- The company has a high debt profile, primarily due to investments in solar energy, which impacts financial flexibility.
- The company faces challenges in adding new dealers in certain geographic locations due to market saturation and competition.
Ladies and gentlemen, good day, and welcome to Shri Keshav Cements and Infra Limited Q1 FY25 earnings conference call hosted by Kirin Advisers. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Jainam Savla from Kirin Advisers. Thank you and over to you, sir.
Thank you. On behalf of Kirin Advisors, I welcome you all to the Shri Keshav Cements and Infra Limited Q1 FY25 conference call. From the management team, we have Mr. Venkatesh Katwa, Executive Director and Chairman; Mr. Vilas Katwa, Managing Director.
Now I hand over the call to Mr. Venkatesh sir. Over to you sir.
So good afternoon, everyone. A warm welcome to this con call for Q1 FY25. Welcome and thank you for joining the conference call of Shri Keshav Cements and Infra Limited. We are delighted to have each one of you here as we explore and discuss the
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