JK Cement532644Investor deck

Q2 FY27 investor presentation: 32.3 MTPA capacity, 50 MTPA target by FY30, project-wise costs

The update attaches the investor presentation that goes with the unaudited results for the quarter and half year ended September 30, 2026.

By ScoutQuest · Sat 24 Oct 2026, 3:08 PM IST · 2 min read

Grey cement capacity: 32.3 MTPA grey cement capacity
Capacity roadmap: 40 MTPA by FY28 and 50 MTPA by FY30
Jaisalmer project cost: ₹3,630 crore, with ₹1831 crore spent up to Sep-26

What was shared

The exchange update attaches the investor presentation that goes with the unaudited (standalone and consolidated) results for the second quarter and half year ended September 30, 2026, submitted by a separate letter dated October 24, 2026. The presentation covers company overview, business highlights, financial performance, ESG updates, and CSR and awards.

Scale of the business

Grey cement capacity of 32.3 MTPA, which includes 0.42 MTPA in a subsidiary.
White cement and wall putty capacity of 3.65 MTPA, which includes 0.60 MTPA in a subsidiary.
About 91,000 dealers and retailers.
Green power capacity of 342.3 MW, of which 223.0 MW is captive solar and wind.
Waste heat recovery system of 119.3 MWh.
Product portfolio spans grey cement, white cement, wall putty, tile adhesives and grouts, gypsum plaster, construction chemicals and paints.

Capacity roadmap

Grey cement capacity has moved from 14.7 MTPA in 2021 to 24.3 MTPA in 2025 and 32.3 MTPA in 2026, each measured as of 31st March.
The stated path is 40 MTPA by FY28 and 50 MTPA by FY30.
The next 7 MTPA comes from a greenfield expansion at Jaisalmer and split grinding units at Bikaner and Bhatinda, to be commissioned by H1 FY28.
A further 11 MTPA is planned through brownfield expansion at Muddapur and Panna.

Projects in progress and completed

Jaisalmer, Rajasthan: 4 MTPA clinker and 3 MTPA cement capacity, project cost of ₹3,630 crore, with ₹1831 crore spent up to Sep-26 and commissioning scheduled for H1 FY28. Ordering and engineering are completed, and civil, mechanical and erection work is progressing as per schedule.
Bikaner, Rajasthan: 2 MTPA split grinding unit, project cost of ₹565 crore, with ₹315 crore spent up to Sep-26 and commissioning scheduled for H1 FY28.
Bhatinda, Punjab: 2 MTPA split grinding unit, project cost of ₹610 crore, with ₹108 crore spent up to Sep-26 and commissioning scheduled for H1 FY28. The presentation states that 100% land has been acquired, EC/CTE approvals are expected shortly, and major plant and equipment ordering is complete.
Nathdwara, Rajasthan: a 6 lakh MT wall putty plant, project cost of ₹195 crore, with ₹160 crore spent up to Sep-26, commissioned on 12th Aug'26 with regular dispatches going on.

How a retail investor can use this

The deck is the company's own account of its capacity, projects and progress, so it is best read alongside the reported numbers for the quarter.
The costs versus spend figures show how much of each project is already funded and how much is left to be spent before the H1 FY28 commissioning dates.
The roadmap from 32.3 MTPA today to 50 MTPA by FY30 is the long-term growth plan the company is tracking against.

Perception

A presentation of this kind generally reads as a routine, information-sharing update. The mix of a stated expansion roadmap, project-wise costs and a completed wall putty plant gives investors concrete markers to follow in coming quarters.

Also from JK Cement