Diesel Prices Hit Cement Sector! JK Cement Talks Costs, Margins & Q4 Earnings

JK Cement management has sounded a clear warning on rising costs and possible cement price hikes after reporting mixed Q4 earnings. While revenue grew strongly and volume growth stayed in double digits, profit margins came under pressure due to higher fuel costs, logistics inflation, diesel price hikes, and lower subsidy income. The company revealed it has already taken a ₹80-100 per ton price hike to offset rising input costs and hinted that more hikes may follow if pressures continue. Despite margin stress, JK Cement remains bullish on demand growth, capacity expansion, and industry-beating volume growth in FY27. Will rising cement prices hit infrastructure and housing demand next? Watch the full management interview decoding the biggest triggers for the cement sector and Dalal Street.