JKLAKSHMI / language trends

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JK Lakshmi Cement · tone and specificity signals across the available quarters.

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Language signals

What changed in management language.

Q1-FY27 · Arun Sukla

Typically July, September is cyclical, you know, cyclicity, demand cyclicity. So we all of us take maintenance during this time. So that definitely impacts our margin right now as I said before that on energy front fuel front there is an uncertainty if things improve then I think it's going to be good and also this is impacting across industry then pass through also definitely will happen that is what I believe so going to kind of hit our margin we'll try to pass it on to our customers because absorbing this much cost is not possible.

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Q1-FY27 · Arun Sukla

North has been impacted the most because we were importing coal and pet coke. So to my mind I think PU has not happened in north so north is a better headroom to increase prices than others. If you look at the lowest price which is existing in entire India is eastern part of India and particularly in Chhattisgarh.

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Q1-FY27 · Arun Sukla

Geomix is not about doing this in a jerk... this is a very systematic approach and perhaps you may be hearing from me that we are working on this for the last more than couple of years. During demand months we have an opportunity to further kind of improve our geomix so in lean months since you want to utilize your capacity then you go to some other market also but during demand months you have an opportunity to maximize.

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Q3-FY26 · Arun Marsa

Our priority in quarter three was to really ramp up the additional capacity which we had and I think that was the right call.

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Q3-FY26 · Arun Marsa

Non-trade prices went down drastically post GST reduction... in our case, our dependence on Gujarat is a little higher.

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Q3-FY26 · Arun Marsa

Definitive forecasting sitting today becomes very difficult.

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