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Earnings Call

The Ramco Cements Earnings Call: Key Takeaways

Ramco Cements delivered a strong performance for FY26, with revenue reaching ₹9,056 Cr and EBITDA growing 16%. The focus remains on product premiumization and deleveraging via non-core asset sales.

Highlights
Revenue growth6% YoY growth for FY26.
MarginsEBITDA per ton improved from ₹690 to ₹788 YoY.
Demand visibilitySustained infra and housing demand anchored by union budget.
Management confidenceFocus on right products for right applications to strengthen brand.

Growth

FY26 Revenue up 6% YoY to ₹9,056 Cr; PAT surged 66% to ₹694 Cr, aided by non-core asset sales.

Outlook

Targeting 31 MTPA capacity by FY27; ₹800 Cr capex planned for FY27; continuing non-core asset monetization.

Risks

Fuel costs impacted by rupee depreciation; raw material costs rose due to new TN mineral land tax.

Source

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

Read the document ↗

The Ramco Cements Ltd: key numbers

Share price
₹867.55
Market cap
₹20,500 Cr
Revenue (annual)
₹9,029 Cr
Net profit (annual)
₹698.6 Cr
P/E (TTM)
31.8×Sector 33.0×
Promoter holding
42.56%+0.00% QoQ
FII holding
7.52%Current quarter

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

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