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Investor Presentation

NCL Industries Investor Presentation: Key Takeaways

NCL Industries reported Q1-FY27 revenue of INR 3,437 Mn with 11.52% EBITDA margins, supported by integrated cement and board operations.

Highlights
MarginsEBITDA margin at 11.52% for Q1-FY27.
Demand visibilityStrong, driven by Govt infrastructure spending and PMAY schemes.
Management confidenceHigh on long-term cost reduction via backward integration.

Growth

Cement division remains the core driver at 83% of revenue; Q1 PAT stood at INR 174 Mn.

Outlook

Planned INR 919 Cr capex for 130 MW solar-wind hybrid power to ensure energy security and cost advantage.

Risks

Margins compressed to 11.52% in Q1-FY27 vs 13.36% in FY26, suggesting pricing or cost pressures.

Source

Investor Presentation filed with BSE, NSE: NCLIND. Summary written with AI assistance from the document.

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NCL Industries Ltd: key numbers

Share price
₹179.26
Market cap
₹810.8 Cr
Revenue (annual)
₹1,422 Cr
Net profit (annual)
₹95.39 Cr
P/E (TTM)
8.8×Sector 33.0×
Promoter holding
41.67%+0.11% QoQ
FII holding
3.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from NCL Industries Ltd

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14:45 IST BSE
Promoter Buying

NCL Industries Promoter Buying: ₹0.07 Cr

Promoter Kalidindi Ravi and Kakatiya Industries Pvt Ltd acquired 3,760 equity shares of NCL Industries via market purchase. The total transaction value is ₹0.06 Crore.

Value
₹0.07 Cr
08:02 IST BSE
Promoter Buying

NCL Industries Promoter Buying: ₹0.14 Cr

NCL Industries Ltd promoter Kalidindi Ravi and Kakatiya Industries Pvt Ltd acquired 7,930 equity shares from the open market. The combined transaction value is ₹0.14 Crore.

Value
₹0.14 Cr
Promoter stake change
+0.02%
08:06 IST BSE
Other Announcement

NCL Industries Other Announcement

NCL Industries reported the loss of share certificate(s) for 100 shares held by Sudha Varmani and Vinod Kumar Varmani. This is a routine compliance filing.

11:30 IST BSE
Promoter Buying

NCL Industries Promoter Buying

NCL Holdings and Kakatiya Industries, both promoter-group entities, acquired 34,343 shares of NCL Industries via open market. No transaction price is disclosed in the filing.

Promoter stake change
+0.06%
16:49 IST BSE
Promoter Buying

NCL Industries Promoter Buying: ₹0.6 Cr

Promoter group entities, NCL Holdings and Kakatiya Industries, acquired shares of NCL Industries Ltd via open market purchases. The total purchase value amounts to ₹0.60 Crore.

Value
₹0.60 Cr
Promoter stake change
+0.08%
14:28 IST NSE
Annual General Meeting

NCL Industries Annual General Meeting

NCL Industries filed proceedings of its 45th AGM held on September 18, 2026. The meeting adopted FY25-26 financials, declared final dividend, and appointed two directors by rotation.