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Earnings Call

Nuvoco Vistas Corporation Earnings Call: Key Takeaways

Nuvoco Vistas reported strong Q1 FY27 results with highest-ever Q1 volumes (5.3MT, +5% YoY) and EBITDA (INR 572Cr, +7% YoY). Focus remains on premiumization and capacity expansion in the Western market.

Highlights
MarginsEBITDA/ton improved; fuel cost contained at 1.52 per mcal.
Demand visibilityPositive, looking at 7-8% industry growth for next 3 quarters.
Management confidenceHigh

Growth

Volume grew 5% YoY to 5.3MT; EBITDA increased 7% YoY to INR 572Cr. Realization improved by ~INR 320/ton Q-o-Q.

Outlook

FY27 capex guided at INR 900Cr; FY28 at INR 950-1000Cr. Targeted market growth of 7-8% for FY27.

Risks

Geopolitical tensions driving fuel costs, logistical railway constraints, and localized inflationary pressures in packing and distribution.

Last quarter's promises, checked

Delivered

  • Guided Q1 fuel cost INR 1.51-1.55 → delivered 1.52 (= BEAT)
  • Guided FY26 capex INR 700Cr → delivered INR 712Cr (= BEAT)
  • Guided East expansion 4MTPA → Surat unit inaugurated July 2026 (= BEAT)

Partly delivered

  • Targeted FY27 AFR share 13%+ → current premium share 42% (= PARTIAL)
Source

Earnings Call filed with BSE, NSE: NUVOCO. Summary written with AI assistance from the document.

Read the document ↗

Nuvoco Vistas Corporation Ltd: key numbers

Share price
₹335.45
Market cap
₹11,981 Cr
Revenue (annual)
₹11,338 Cr
Net profit (annual)
₹359.4 Cr
P/E (TTM)
31.0×Sector 33.0×
Promoter holding
72.02%+0.00% QoQ
FII holding
4.71%Current quarter

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

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