In This Article:
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Clinker Production: 6.42 lakh tonnes in Q3 FY25 vs. 7.37 lakh tonnes in Q3 FY24.
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Cement Production: 10.82 lakh tonnes in Q3 FY25 vs. 9.81 lakh tonnes in Q3 FY24.
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Cement Sales Volume: 10.60 lakh tonnes in Q3 FY25 vs. 9.70 lakh tonnes in Q3 FY24.
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Revenue: INR 719 crores in Q3 FY25 vs. INR 651 crores in Q3 FY24.
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EBITDA: INR 107 crores in Q3 FY25 vs. INR 153 crores in Q3 FY24.
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PAT (Profit After Tax): INR 9 crores in Q3 FY25 vs. INR 74 crores in Q3 FY24.
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Per Tonne EBITDA: INR 1,000 in Q3 FY25 vs. INR 1,576 in Q3 FY24.
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Revenue (Nine Months): INR 2,111 crores for nine months ended December 31, 2024, vs. INR 1,997 crores in the same period last year.
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EBITDA (Nine Months): INR 321 crores for nine months ended December 31, 2024, vs. INR 395 crores in the same period last year.
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PAT (Nine Months): INR 46 crores for nine months ended December 31, 2024, vs. INR 207 crores in the same period last year.
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Per Tonne EBITDA (Nine Months): INR 1,005 for nine months ended December 31, 2024, vs. INR 1,304 in the same period last year.
Release Date: February 06, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Positive Points
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Star Cement Ltd (NSE:STARCEMENT) reported a 10% growth in cement sales volume for the quarter, indicating strong demand.
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The company achieved a revenue increase to INR719 crores from INR651 crores in the same period last year.
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Cement production increased to 10.82 lakh tonnes from 9.81 lakh tonnes year-over-year, showcasing operational efficiency.
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The company expects a volume growth of around 7% to 8% for the full year and around 10% in Q4, indicating positive future outlook.
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Star Cement Ltd (NSE:STARCEMENT) plans to commission new grinding units in Silchar and Jorhat, which are expected to enhance capacity and market reach.
Negative Points
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The company's EBITDA decreased to INR107 crores from INR153 crores last year, reflecting margin pressures.
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PAT dropped significantly to INR9 crores from INR74 crores in the same period last year, due to increased depreciation.
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Per tonne EBITDA fell to INR1,000 from INR1,576, indicating reduced profitability.
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The company faced increased other expenses due to one-off costs related to clinker purchase and maintenance shutdowns.
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Logistics costs are expected to remain elevated in Q4 due to seasonal pressures, potentially impacting margins.
Q & A Highlights
Q: What was the trade share, premium share, lead distance, and KKL cost for this quarter? A: The trade share in Q3 was around 81%, with a premium share of 12%. The lead distance was 222 kilometers, and the KKL cost remained similar to the previous quarter at around INR1.5 crores. - Manoj Agarwal, CFO