| Demand visibility | Positive; 6.5% YoY volume growth expected across the Pan-India cement sector. |
|---|---|
| Management confidence | Balanced; data-driven projections show steady industry expansion. |
Growth
Industry volume is projected to grow 6.5% YoY, reaching 144.1 MT in Q4FY26.
Outlook
Total Pan-India installed capacity is projected to reach 718 MTPA by the end of FY26.
Risks
Smaller players like Dalmia Bharat show significantly lower growth (2.3%) compared to industry leaders.
Last quarter's promises, checked
Delivered
- Industry growth 6.5% → 6.5% (= BEAT)
Partly delivered
- Volume growth double-digit → 9.0% (= PARTIAL)
Missed
- Capacity 200 MT → 191.4 MT (= MISS)
Earnings Call filed with NSE, NSE: INDIACEM. Summary written with AI assistance from the document.
India Cements Ltd: key numbers
- Share price
- ₹303.00
- Market cap
- ₹9,390 Cr
- Revenue (annual)
- ₹4,485 Cr
- Net profit (annual)
- ₹-67.25 Cr
- P/E (TTM)
- 101.5×Sector 31.7×
- Promoter holding
- 75.00%+0.00% QoQ
- FII holding
- 3.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from India Cements Ltd
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- Value
- ₹14.06 Cr
- Execution
- Within 180 days
- solar power capacity
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India Cements Management Change
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