NCLINDNSENCL Industries Limited· Cement And Cement ProductsMediumNeutral
Announced Wed, 7 Jan · 18:42 IST

NCL Industries Limited has informed the Exchange regarding 'Disclosure on Production and Dispacth details for quarter and Nine months ended 31st December 2025'.

Monthly Volume DeclinedBusiness Updates View source PDF

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

NCL Industries reported its Q3 FY26 production and dispatch volumes across cement, cement particle boards, ready-mix concrete (RMC), doors, and hydro power. Cement production grew 5% YoY to 6.95 lakh MT and dispatches also rose 5% to 6.93 lakh MT, with 9-month cement volumes up 2-3%. However, cement boards dispatches fell 25% in Q3 and 32% for 9M. RMC volumes dropped 18% YoY in Q3 and 15% for 9M. The door business nearly collapsed with Q3 production down 100% YoY (just 42 units versus 8,680 last year) and 9M down 93%. Hydro power generation rose 2% in Q3 and 6% for 9M.

Likely market impact

The core cement business is holding up well with steady low-single-digit volume growth, which is the key revenue driver. However, sharp declines in boards, RMC, and an almost complete shutdown of the doors segment raise concerns about non-core businesses and could weigh on overall revenue and margins if trends persist.