Q2 FY27 profit falls as capacity plan targets 25.1 MTPA by FY30

Management guided margin pressureMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

-2.7%Reaction day

₹483.00

prior close

₹470.00

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is usedpendingvs market: pending

Cement & Cement Products peers, median of 34sector+2.3%-5.0% vs sector

On the reaction day the stock moved 5.0 pts less than its Cement & Cement Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+1.4

10m

+1.0

15m

+1.2

30m

+2.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.7pendingpending+2.3-5.0

Next day

-5.8pendingpending+1.7-7.5

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15d

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UpDownMarket · Nifty Microcap 250Sector · Cement & Cement Products peers, median of 34Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 sales were 29.83 lakh tonnes, up 5 percent YoY but down 17 percent QoQ; capacity use was 62 percent. Revenue rose 6 percent YoY to Rs 1,617 crore, but EBITDA fell 26 percent YoY to Rs 154 crore and profit after tax fell 75 percent YoY to Rs 21 crore. Gross debt was Rs 2,638 crore. Management flags margin pressure from energy costs. Capacity is projected to rise from 18.0 MTPA in FY27 to 22.6 in FY28, 23.6 in FY29 and 25.1 in FY30.

Likely market impact

Capacity expansion supports future growth, but weak Q2 profit, margin pressure and higher debt could weigh on the stock.