The JSW Cement share price drew strong attention in the stock market today after the company surprised the Street with a clear turnaround in its December quarter performance. The stock moved sharply higher after the company reported a return to profitability in Q3FY26, marking a decisive shift from last year’s losses.
For investors tracking cement stocks and broader market momentum, the move in JSW Cement stood out—not because of hype, but because the numbers finally told a stronger story.
Market Performance: JSW Cement Share Price in Focus
JSW Cement shares surged sharply during Thursday’s session, rising over 9% intraday.
- The stock touched a day’s high of ₹127
- This marked a gain of up to 9.3%
- The stock remains around 22% below its 52-week high of ₹162.20, recorded in September 2025
- The 52-week low of ₹106.65 was seen in December 2025
Despite the rally today, the recent trend has been mixed:
- Down 6.5% over the last 3 months
- Lower by 4% in the past one month
Still, today’s move suggests renewed interest as earnings momentum improves.
Main News: Profit Turnaround Drives Sentiment
The sharp rise in the JSW Cement share price followed the company’s Q3FY26 earnings announcement.
For the quarter ended December 2026, JSW Cement reported a net profit of ₹130.6 crore. This is a notable shift from a net loss of ₹80.22 crore reported in the same quarter last year.
That single number changed the narrative.
After struggling with losses, the company posted a clean profit, signaling recovery at the operational level. The earnings improvement came alongside steady growth in revenue and volumes.
Revenue Growth Backed by Higher Volumes
Revenue performance in Q3FY26 added weight to the turnaround story.
- Revenue from operations: ₹1,621 crore
- Year-on-year growth: 13%
- Revenue in Q3FY25 stood at ₹1,433 crore
The growth was not driven by pricing alone. Cement volumes played a key role.
- Cement volumes: 3.56 million tonnes
- Year-on-year increase: 14%
- Volumes in Q3FY25 were 3.12 million tonnes
Higher volumes supported scale benefits and helped strengthen overall operating performance during the quarter.
Operating Performance Strengthens in Q3
Operating profitability improved significantly in the December quarter.
- EBITDA: ₹285.1 crore
- EBITDA growth: 32% year-on-year
- Operating margin: 17.6%
Compared to last year, the jump in EBITDA reflects better capacity utilisation and operational efficiency. Margin expansion added further support to the company’s return to profitability.
These improvements were a key reason why the JSW Cement share price reacted positively in the stock market today.
Company Details: Balance Sheet and Debt Position
As of December 31, 2025, JSW Cement reported:
- Net debt: ₹3,557 crore
The company continues to balance expansion plans alongside its existing debt profile, with a focus on scaling operations across regions.
Expansion Strategy: Capacity and Overseas Plans
JSW Cement reiterated its medium-term growth strategy aimed at building a pan-India footprint.
The company is targeting:
- Grinding capacity: 41.85 MTPA
- Clinker capacity: 13.04 MTPA
As part of its broader strategic plans, the board approved the creation of a wholly owned subsidiary in Fujairah, UAE, opening the door to the company’s first international expansion.
Key details of the overseas project include:
- Cement grinding unit capacity: 1.65 MTPA
- Estimated investment: $39 million
- With funding planned through a balanced mix of debt and equity
This marks JSW Cement’s first overseas expansion, adding a new dimension to its long-term growth plans.
JSW Cement Stock Performance Since Listing
JSW Cement made its stock market debut on August 14, 2025.
- NSE listing price: ₹153.50
- BSE listing price: ₹153
- IPO price: ₹147 per share
The listing translated into a premium of about 4% over the issue price.
The public issue had received an overall subscription of 8.22 times, though post-listing performance has seen periods of volatility.
Summary: Why JSW Cement Share Price Moved Today?
To sum it up, the move in the JSW Cement share price during the stock market today was driven by hard numbers, not speculation.
- Return to profitability with ₹130.6 crore net profit
- 13% YoY revenue growth to ₹1,621 crore
- 32% rise in EBITDA with margins at 17.6%
- Higher cement volumes at 3.56 million tonnes
- Clear expansion roadmap, including overseas entry
The Q3 results shifted market sentiment decisively. While the stock has seen ups and downs since listing, today’s rally reflects renewed confidence following a meaningful earnings turnaround.
As always, the market will watch closely to see how operational performance evolves in the coming quarters—but for now, JSW Cement has delivered a quarter that the Street could not ignore.
Source: Livemint
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