ALFA Finder| 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
- ₹127.06
- Market cap
- ₹2,611 Cr
- Revenue (annual)
- ₹2,793 Cr
- Net profit (annual)
- ₹337.7 Cr
- P/E (TTM)
- 13.6×Sector 33.5×
- Promoter holding
- 72.66%+0.00% QoQ
- FII holding
- 3.14%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Orient Cement Ltd
All →Orient Cement Other Announcement
Orient Cement informed exchanges that its RTA, KFin Technologies, is changing its corporate office address effective December 1, 2026. This is an administrative update with no financial or business impact.
Orient Cement Earnings Call Transcript: Key Takeaways
Ambuja Q2 FY27: revenue ₹9,197 Cr, EBITDA ₹1,271 Cr (~14%), PAT ₹236 Cr; overall volume flattish. Cover letter names Orient Cement; attached transcript is Ambuja's.
Orient Cement Investor Presentation: Key Takeaways
Ambuja Cements consolidated Q2FY27 (filed under Orient cover letter): revenue flat at ₹9,197 Cr, EBITDA down 28% to ₹1,271 Cr, margin 13.8%, hit by ₹376 Cr geopolitical cost shock. Debt-free.
Orient Cement Share Pledge
Deutsche Bank reported an encumbrance over 72.66% of Orient Cement shares, extended to a new Endeavour facility. No shares changed hands and no value is stated.
Orient Cement Q2 FY27 Results: Net Profit ₹32 Cr, Down 34.7% YoY
Orient Cement Ltd reported revenue from operations of ₹565 Cr (-12.1% YoY) and net profit of ₹32 Cr (-34.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹32 Cr · -34.7% YoY
Orient Cement Other Announcement
Orient Cement Ltd has filed its shareholding pattern for the quarter ended September 30, 2026, as per regulatory requirements.