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Earnings Call

Orient Cement Earnings Call: Key Takeaways

Ambuja Cements reports 16% FY26 volume growth and 10% EBITDA growth. Adani Group is consolidating the 'One Cement Platform' via the Orient and ACC mergers.

Highlights
Revenue growthFY26 Consolidated: 15% YoY growth to ₹40,656 Cr.
MarginsFY26 EBITDA margin at 16.1%; normalized EBITDA up 31% YoY.
Demand visibilitySoft growth (~5%) expected for FY27 due to weak monsoon.
Management confidenceHigh; leveraging Adani ecosystem synergies for logistics and energy costs.

Growth

FY26 Consolidated Revenue rose 15% to ₹40,656 Cr; PAT grew 6% to ₹5,637 Cr.

Outlook

Targeting 119 MTPA capacity by H1FY27; aiming for ₹150-200 PMT cost reduction in FY27.

Risks

West Asia conflict driving fuel inflation; petcoke up 35% in Q4. Soft demand expected in H1FY27.

Source

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

Read the document ↗

Orient Cement Ltd: key numbers

Share price
₹122.16
Market cap
₹2,510 Cr
Revenue (annual)
₹2,793 Cr
Net profit (annual)
₹337.7 Cr
P/E (TTM)
12.0×Sector 33.0×
Promoter holding
72.66%+0.00% QoQ
FII holding
4.12%Current quarter

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

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