JSW Cement shares experienced significant gains, surging 8.25% to ₹130.89 following the company's robust fourth quarter results. According to latest reports, the cement maker reported consolidated revenue from operations of ₹1,894.99 crore in Q4 FY26, representing a 10.9% year-on-year growth from ₹1,709.39 crore in Q4 FY25. The company's profit after tax jumped dramatically to ₹361.65 crore during the quarter compared to ₹16.21 crore in the corresponding quarter of the previous year, with the sharp rise supported by deferred tax benefits. Profit before tax stood at ₹214.88 crore during Q4 FY26 as against ₹75.75 crore reported in Q4 FY25, reflecting strong operational performance across key metrics.
The company announced a dividend recommendation of ₹0.50 per equity share for FY26, translating into a 5% dividend payout for shareholders. Additionally, the Board approved a significant 2.5 MTPA capacity expansion at its greenfield integrated unit located at Nagaur, Rajasthan. This expansion will involve an investment of around ₹430 crore and is expected to be commissioned by January 2028. The proposed expansion will improve utilisation of the Nagaur clinker line and help the facility become largely self-sufficient in cement grinding capacity. Currently, JSW Cement's total installed capacity stands at 24.1 MTPA with utilisation at around 64% on a pro-rata basis.
For the financial year ended March 31, 2026, JSW Cement reported consolidated revenue from operations of ₹6,512.46 crore as against ₹5,813.07 crore reported in FY25, registering a 12% year-on-year growth. Total income for FY26 stood at ₹6,664.86 crore compared to ₹5,914.66 crore in the previous financial year. However, the company reported exceptional items of ₹1,504.48 crore during FY26, which impacted overall profitability, resulting in a net loss of ₹798.78 crore compared to a net loss of ₹163.76 crore reported in FY25. Despite strong individual stock performance, the broader Indian equity markets traded marginally lower with the Nifty 50 index declining 0.05% to 23,647.20 during the session.
The stock witnessed exceptional trading activity with volumes jumping 20.6 times to 1.66 crore shares compared with an average volume of 8.11 lakh shares, indicating strong investor interest in the cement sector. Cement and infrastructure-related stocks remained in focus following Q4 earnings announcements and expansion updates. The company's performance marked a significant turnaround from the previous year's Q4 profit of ₹16.21 crore, demonstrating substantial operational improvements across key metrics. As reported by The Economic Times, this surge in trading activity reflects strong investor confidence in the company's growth trajectory and expansion plans.
