Questions across 5 calls

Harsh Mittal

Emkay Global

JK Cement Limited

JK Cement Limited CC-May26.pdf · 2026-05-25

Sir, my first question pertains to the employee expenses. So it grew 25% Y -o-Y. So I believe majority of this inflation could be attributed towards the commissioning of the grinding units. But was there any other one -off expenses included in employee expenses because there is approximately INR32 crores of sequential rise in the expense cost. This is my first question.

So sir can we safely assume a sustainable run rate of INR 260 crores going ahead o r there is some dilution there -- provided your dilution in this employee expenses?

JK Cement Limited CC-Jan26.pdf · 2026-01-19

Good evening, sir. Thank you for the opportunity. So, my first question is that what is the fuel consumption cost?

Yes.

JK Cement Limited CC-Nov25.pdf · 2025-11-04

Thank you for the opportunity. My first question is that the other expenses seem to be higher this quarter. Can you guide us that what would be, in terms of rupees per ton, you feel that it would be reversed in the coming quarters?

Sure, sir. Thank you. So, second question, as per our last guidance, we had a run rate of Rs. 300 crores of incentives per annum, right? Now, given the changes in the GST structure, what is the new run rate you feel for the next two years? And with Jaisalmer coming in FY ‘28, how this run rate can change?

JK Cement Limited CC-Mar25.pdf · 2025-05-24

Thank you for taking my question. Congratulations to management for a great set of numbers. Sir my first question is that has there been any update on the Orissa limestone mining lease agreement with the state government? That is your first question, sir.

Sure, sir. Sir my second question is, sir, what has been the incentive booked this quarter and the guidance for FY '26?

SHREE CEMENT LIMITED

SHREE CEMENT LIMITED CC-Feb26.pdf · 2026-02-06

Sir just one question. So given that our cash le vels as on December ending is INR6000 crores, and we are expecting an healthy cash flows in the coming years with a limited capex. So sir, can we expect a material upside in the dividend outlay going ahead?

Thank you sir.