| 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
- ₹112.69
- Market cap
- ₹2,315 Cr
- Revenue (annual)
- ₹2,793 Cr
- Net profit (annual)
- ₹337.7 Cr
- P/E (TTM)
- 11.1×Sector 31.7×
- 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.
More from Orient Cement Ltd
All →Orient Cement Management Change
Orient Cement Limited announced the resignation of Ms. Kajal Saxena as Chief Financial Officer, effective September 18, 2026.
Orient Cement Acquisition
Orient Cement Limited announced a court-convened meeting on September 28, 2026, to seek shareholder approval for its scheme of amalgamation with Ambuja Cements Limited.
Orient Cement Other Announcement
Orient Cement Ltd submitted a compliance certificate under SEBI PIT Regulations 2015 confirming the maintenance of its Structured Digital Database (SDD).
Orient Cement Investor Presentation: Key Takeaways
Ambuja Cements Q1 FY27 consolidated revenue fell 8% YoY to ₹9,500 Cr. Focused on 'Value over Volume' strategy, achieving a significant sequential cost reduction of ₹206 PMT to ₹4,241 PMT.
Orient Cement Merger & Restructuring Worth ₹0.12 Cr
Orient Cement is acquiring a 9.04% stake in Vena Energy KN Wind Power for ₹0.12 Crore to secure captive renewable power for its operations.
- Value
- ₹0.12 Cr
Orient Cement Q1 FY27 Results: Net Profit ₹77 Cr, Down 62.4% YoY
Orient Cement Ltd reported revenue from operations of ₹604 Cr (-30.3% YoY) and net profit of ₹77 Cr (-62.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹77 Cr · -62.4% YoY