JSW Cement Ltd. Share Price

JSW Cement adds 1 MTPA capacity in North India

JSW Cement Limited has commissioned a 1 MTPA grinding unit at its Nagaur plant in Rajasthan. The addition takes the company's total cement grinding capacity to 25.1 MTPA, with Nagaur's grinding capacity rising to 3.5 MTPA. This is more than a routine capacity announcement. The new unit strengthens JSW Cement's presence across Rajasthan, Haryana, Punjab and the NCR, where the company is still building its market position. JSW Cement had only entered North India with the Nagaur integrated plant in March 2026. The company is therefore moving quickly from establishing manufacturing capacity to adding grinding capacity in the same region. The risk is utilisation. A new 1 MTPA unit creates value only if JSW Cement can fill the capacity without sacrificing realisations. North India is also a competitive cement market, so incremental volumes may come with higher selling and distribution costs initially. The positive is that the company has also commissioned a Waste Heat Recovery System and Alternate Fuel Handling System at Nagaur, which should help the cost structure as utilisation improves. F My view: The capacity addition strengthens JSW Cement's long-term regional strategy, but I would treat it as an execution story rather than an immediate earnings trigger. The next few quarters will tell us whether the new capacity can achieve attractive utilisation without putting pressure on realisations. What I am watching next: Nagaur utilisation, North India volumes, cement realisations and EBITDA per tonne.

JSW Cement to merge Shiva Cement at 5:41 ratio

JSW Cement Limited

JSW Cement announces merger with Shiva Cement

JSW Cement announces merger with its listed subsidiary Shiva Cement SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826

JSW Cement to merge with subsidiary Shiva Cement

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 JSW Cement Limited (

Cement sector faces fresh fuel cost pressure

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 Indian cement companies could face ₹150-200 per tonne of power and fuel cost inflation in Q2-Q3 FY27 as global petcoke and thermal coal prices have risen around 20% since July-end. Morgan Stanley expects the pressure to remain elevated through Q2 and Q3 FY27. What happened? Inventory buffers and higher domestic coal usage have delayed the impact so far. However, Morgan Stanley expects companies may need to raise cement prices by around ₹10-15 per bag, including GST, over the next 2-3 months to offset the higher costs. Why does it matter? Fuel and power are major cost components for cement makers. Higher costs can pressure margins if companies cannot pass them through. At the same time, cement volume growth remains healthy at around 7-8% YoY, giving some support to pricing. My view The key issue is pricing power. Cost inflation by itself is manageable if price increases hold. The risk is that weak monsoon conditions and regional competition limit the ability to pass on higher costs. ICRA also expects cement operating margins to decline by 1.5-2.5% in FY27 because of higher input costs. What I am watching next I would track petcoke and coal prices, cement price hikes and post-monsoon demand. The next 2-3 months should show whether higher costs can be passed through without weakening volumes. No Recommendations Source: NDTV Profit Disclosure: I hold a long position in JSW Cement Limited (

JSW Cement Slides Despite Profit Turnaround; Stock Hits Lowest Level Since June 24