Nuvoco Q1 FY27 transcript: EBITDA up 7% YoY, Surat plant inaugurated

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureInvestor Communications View source PDF

NUVOCO · 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

+4.0%1-day move

₹346.00

prior close

₹350.45

base price

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AI summary

Nuvoco Q1 FY27: volume up 5% YoY to 5.3 mn tons, EBITDA up 7% to INR572 cr (highest-ever Q1). Net debt fell to INR4,595 cr from INR5,274 cr. Surat 2 MTPA plant inaugurated ahead of schedule. Kutch clinker unit on track for Q3 FY27. FY27 capex guided at INR900 cr. Q2 cost seen up about INR100 per ton, though bag and freight costs should ease. Gujarat volumes targeted at 2 mn tons annualized by Q4. Demand outlook 7-8%.

Likely market impact

Mixed: Q2 cost pressure of about INR100 per ton but prices stable, Surat expansion opens Western market, debt down INR600 cr YoY.