| Revenue growth | Revenue reached ₹9,500 crore with a 331 bps margin improvement. |
|---|---|
| Margins | EBITDA margin expanded to 16.7% via lower energy and logistics costs. |
| Demand visibility | Positive long-term demand supported by infrastructure, urbanization, and housing sectors. |
| Management confidence | Aggressive and outcome-oriented, focused on structural cost leadership through efficiency. |
Growth
Trade sales share rose to 78%; premium products now 34% of trade mix.
Outlook
Targeting 119 MT capacity and ₹4,250 per ton cost floor by FY27.
Risks
Significant under-utilization at 65% capacity and strategic suspension of several aging plants.
Last quarter's promises, checked
Delivered
- Guided 109 MT capacity → delivered 109 MT (= BEAT)
- Guided debt-free status → delivered debt-free (= BEAT)
- Guided 35% premium cement mix → delivered 35% (= BEAT)
Partly delivered
- Guided Sanghi/Penna turnaround → delivered improved but sub-optimal utilization (= PARTIAL)
Missed
- Guided ₹4,000/t cost exit → delivered ₹4,400/t (= MISS)
- Guided 10% volume growth → delivered flattish/muted (= MISS)
- Guided 140-155 MT capacity timeline → delivered recalibrated/delayed to FY30 (= MISS)
Earnings Call Transcript filed with BSE, NSE: ORIENTCEM. Summary written with AI assistance from 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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- Key figure
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