HEIDELBERGBSEHeidelbergCement India LtdMediumNeutral
Announced Fri, 29 May · 11:51 IST

Investor Presentation

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapInvestor Communications View source PDF

HEIDELBERG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.9%1-day move
₹158.88
prior close
₹159.45
base price
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AI summary

HeidelbergCement India reported strong FY26 results with revenue up 8.4% to ₹23,296 million and EBITDA up 19.8% to ₹2,869 million. EBITDA per tonne improved 10.2% to ₹584 driven by input cost optimization. PAT grew 25.5% to ₹1,340 million. The company became completely debt free after repaying an interest-free loan of ₹687 million, with cash and bank balance of ₹4,037 million. Sales volume increased 8.8% to 4.9 million tonnes. The board recommended a dividend of ₹7 per share. Operationally, 97% blended cement production, alternate fuel usage at 11%, and over 50% non-grid power usage highlight sustainability focus.

Likely market impact

The stock appears financially strong with improving profitability, zero debt, and robust cash position. The 10.2% EBITDA per tonne improvement shows effective cost management, while the GST rate cut on cement could provide a demand tailwind going forward. Dividend yield is attractive given the cash-rich balance sheet.