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Earnings Call

Orient Cement Earnings Call: Key Takeaways

Ambuja Cements delivered a 16% YoY volume growth in FY'26, reaching 73.7 MnT. Despite quarterly EBITDA volatility due to fuel cost inflation, annual EBITDA PMT reached Rs 887, marking a 12% normalized growth.

Why this was an Alfa AlertNot a filter event. Results and capacity expansion are generally in line with prior strategic targets.
Highlights
Revenue growth15% YoY growth in FY'26.
MarginsEBITDA margin at 16.1% for FY'26; quarterly dip in Q4 to 13.4%.
Demand visibilitySoft near-term outlook (~5%) due to below-normal monsoon forecasts.
Management confidenceStrong; cited resilience despite quarterly volatility and geopolitical headwinds.

Growth

FY'26 Revenue up 15% to ₹40,656 Cr; PAT grew 6% to ₹5,637 Cr. Normalized PAT rose 17%.

Outlook

Capacity expansion to ~119 MTPA by H1FY'27. Targeting Rs 150-200 PMT cost reduction in FY'27.

Risks

Fuel inflation, packaging shortages, and West Asia conflicts. H1FY'27 demand outlook soft at ~5% growth.

Source

Earnings Call filed with NSE, 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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Orient Cement Limited announced the resignation of Ms. Kajal Saxena as Chief Financial Officer, effective September 18, 2026.