JK Cement's volumes beat peers, but faces challenges

JK Cement's grey cement volumes increased by 15% in the fourth quarter of fiscal year 2025, surpassing competitors due to strategic capacity additions. This growth boosted the company's EBITDA by 35%. The company's expansion plans include doubling its grey cement capacity to 50 million tonnes per annum by 2030, with new facilities planned across multiple locations. Cost management improvements also contributed to the positive financial results. Despite the strong performance, JK Cement faces challenges from pricing pressures and competition, particularly in the paints business. The company's stock reached a 52-week high, but future growth depends on successful expansion.