Скачать или смотреть Shree Cement Limited (SHREECEM) Q4 2024/25 Earnings – Full Coverage

*Shree Cement Limited (SHREECEM) Q4 2024/25 Earnings – Full Coverage*

*Key Highlights:*
*Financials* – Q4 sales volume 9,840,000 tons, up 13% QoQ; EBITDA INR 1,038 crores, up 47%; realization INR 4,768/ton, up 5%; FY25 capacity 62,800,000 tons; $50B global cement market.
*Operations* – Green power share 60.2%; premium products 15.6%, up from 11.9%; new units in Eta, Baroda Bazaar; tariffs impact ~1% via mitigation.
*Strategy* – MD Neeraj Akhoury emphasized profitability; Senior Adviser Ashok Bhandari highlighted ESG; focus on premium brands, green energy, cost efficiency; tariffs mitigated via domestic sourcing.
*Outlook* – FY26 demand up 6.5-7.5%; volume ~39,000,000 tons; capacity to 80,000,000 tons by 2028; sustained pricing strategy.

*Timestamps:*
[00:00] – Opening Remarks and Introduction
[00:37] – IR Overview: Welcome (Naveen Sahadeo)
[02:20] – MD Update: Q4 Performance (Neeraj Akhoury)
[05:43] – MD Update: Green Power Initiatives
[08:47] – Senior Adviser Update: ECL Policy (Ashok Bhandari)
[11:17] – Q&A Session Begins
[11:17] – Q&A: Volume Outlook (Amit Murarka)
[16:46] – Q&A: Branding Strategy (Shakydeep Jain)
[22:42] – Q&A: Fuel Costs (Rajesh from HTSC Securities)
[27:51] – Q&A: Regional Pricing (Raja Malik)
[32:01] – Q&A: Limestone Reserves (Aurum Capital)
[35:49] – Q&A: Pricing Strategy (Rahul Gupta)
[40:44] – Q&A: Capacity Timeline (Jyoti from YES Bank)
[43:58] – Q&A: Operating Income (Amit Murarka)
[52:43] – Q&A: Regional Costs (Ashish Jain)
[55:46] – Q&A: Cement Costs (Rashi from Citigroup)
[57:05] – Q&A: Raw Material Mix (PL Capital)

*Keywords:* Shree Cement, Q4 2024/25 earnings, SHREECEM, cement, premium products, green power, ESG, tariffs

*Buy, Hold, or Sell?*
Shree Cement Limited (SHREECEM) is a BUY. Q4 volume up 13% to 9,840,000 tons and EBITDA up 47% to INR 1,038 crores in a $50B global cement market, with strong profitability focus, signal robust growth; tariff impact, about 1%, is minimal due to India-centric operations.

*Max Position* – Allocate 2-3% in a diversified portfolio.

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*Full Details:* [Shree Cement Investor Relations](https://www.shreecement.com/investors)

*Disclaimer:* This video includes segments from the earnings call by Shree Cement Limited, used solely for educational and informational purposes under fair use (Section 107, US Copyright Act). No affiliation or endorsement by Shree Cement is implied. All rights to the original content remain with the company. For the official call, visit [https://www.shreecement.com/investors](https://www.shreecement.com/investors). For inquiries or requests for removal, please contact us at [email protected].