| Margins | EBITDA PMT improved 27% QoQ to ₹931 through cost optimization. |
|---|---|
| Demand visibility | Soft near-term (~5% growth) but long-term secular story intact. |
Growth
Consolidated sales volume dropped 7% YoY and 14% QoQ to 17.1 MnT. EBITDA Margin improved sequentially from 13.4% to 16.7%.
Outlook
Targeting 119 MTPA capacity by FY27 and 60% green power share by FY28. Cost target of ₹4,000 PMT for FY28.
Risks
West Asia conflict impacting fuel and packaging costs; demand likely to stay soft at ~5% in FY27.
Last quarter's promises, checked
Delivered
- Guided FY26 cost ~₹4,400 PMT → delivered ₹4,400 PMT (= BEAT)
- Guided FY26 Capex ~₹7,500 Cr → delivered ₹7,500 Cr (= BEAT)
Partly delivered
- Guided premium trade share 36% → delivered 34% (= PARTIAL)
- Guided FY27 capacity 119 MTPA → integration of Orient Cement in progress (= PARTIAL)
Missed
- Guided FY27 Vol 80 MnT (8% growth) → delivered 17.1 MnT in Q1 (-7% YoY) (= MISS)
- Guided exit cost ₹4,000 PMT by March '26 → delivered ₹4,100 PMT (= MISS)
Investor Presentation 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 Earnings Call Transcript: Key Takeaways
Ambuja Cement (Adani Group) prioritizes trade share and aggressive cost reduction over volume, resulting in a margin beat despite overall volume decline.
- Call
- Guides 8% growth
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