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Earnings Call

Orient Cement Earnings Call: Key Takeaways

Ambuja, ACC, and Orient Cement Q4 FY26 earnings call. Ambuja achieved annual sales of 73.7 MT (up 16%) and PAT of ₹2,647 cr (up 17%) while remaining debt-free.

Highlights
Revenue growthAnnual sales volume up 16% YoY.
MarginsTargeting ₹500/tonne cost reduction over next two years.
Demand visibilityCurrent demand described as subdued and soft for Q1 FY27.
Management confidenceHigh focus on internal execution and cost reduction targets.

Growth

FY26 EBITDA ₹6,539 cr, up 31%; PAT up 17% YoY. Annual sales volumes grew 16% YoY.

Outlook

Targeting 80 MT volume for FY27; capacity to hit 119 MT. Annual capex ₹6,000-6,500 cr planned.

Risks

Higher freight, packing, and fuel costs; maintenance breakdowns at acquired assets; subdued cement pricing power.

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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