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Investor Presentation

The Ramco Cements Investor Presentation: Key Takeaways

1QFY27 Revenue grew 10% YoY to ₹2,276 Cr, but PAT slumped 63% to ₹32 Cr due to West Asia conflict impacting fuel costs and new mineral land taxes in Tamil Nadu.

Highlights
Revenue growth10% YoY standalone revenue growth.
MarginsEBITDA margin dropped to 14% from 19% YoY.
Demand visibilityDisrupted by state elections in TN, Kerala, and West Bengal.

Growth

Cement volume up 12% YoY; Revenue up 10% Standalone. EBITDA fell 22% YoY as margins compressed to 14%.

Outlook

Targeting 31 MTPA capacity in FY27. Estimated FY27 capex of ₹800 Crores; ₹176 Crores incurred in Q1.

Risks

High fuel costs (up 24% QoQ), rupee depreciation, and ₹39 Cr impact from new mineral bearing land tax.

Source

Investor Presentation filed with BSE, NSE: RAMCOCEM. Summary written with AI assistance from the document.

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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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