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Earnings Call Transcript

Orient Cement Earnings Call Transcript: Key Takeaways

Ambuja Q2 FY27: revenue ₹9,197 Cr, EBITDA ₹1,271 Cr (~14%), PAT ₹236 Cr; overall volume flattish. Cover letter names Orient Cement; attached transcript is Ambuja's.

Highlights
Revenue growthQ2 revenue ₹9,197 Cr; YoY growth not stated on call.
MarginsEBITDA ₹770/t in Q2; cost target ₹4,250/t FY27, ₹4,000/t FY28.
Demand visibilityDrought in key states may moderate construction in Q3-Q4; lagged impact monitored.
Management confidenceBalanced; acknowledges headwinds, confident on capex execution and cost target.

Growth

Trade volume +8.6% YoY, but overall volume flattish as B2B declined. Low tax rate supported PAT.

Outlook

H2 volume growth above industry, higher single-digit; FY27 cost ₹4,250/t; 149 MTPA by FY29, 155 MTPA by FY30.

Risks

₹14,500 Cr capex with Penna/Sanghi near 50% utilisation; drought; spot fuel ₹2.85 vs ₹1.87 blend.

Source

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

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Orient Cement Ltd: key numbers

Share price
₹121.31
Market cap
₹2,492 Cr
Revenue (annual)
₹2,793 Cr
Net profit (annual)
₹337.7 Cr
P/E (TTM)
13.0×Sector 32.7×
Promoter holding
72.66%+0.00% QoQ
FII holding
3.14%Current quarter

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

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