Nuvoco Vistas Corporation Limited has informed the Exchange about Investor Presentation
NUVOCO · price
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Nuvoco Vistas shared its Q1 FY26 investor presentation reporting record first-quarter results. Cement volume grew 6% YoY to a Q1 high of 5.1 MMT, while EBITDA jumped 53% YoY to ₹533 Cr — the highest Q1 EBITDA in company history. Revenue rose 9% YoY to ₹2,873 Cr, supported by premiumisation rising to 41% and trade mix hitting a 13-quarter high of 76%. The company reduced net debt on a like-to-like basis by ₹884 Cr YoY to ₹3,474 Cr, with the Vadraj Cement acquisition (completed in June 2025 for ₹1,800 Cr) expected to lift total capacity from 25 to 31 MMTPA, with operations targeted by Q3 FY27. Management remains optimistic on the rest of FY26, citing 10% growth in central capex and 17% growth in top-21 state capex, while a cost savings program targets ~₹50/t savings for the year.
Strong Q1 performance with record EBITDA and continued deleveraging signals improving profitability and balance sheet health for shareholders. The Vadraj acquisition adds meaningful capacity (~24%) and positions the company to capture rising infrastructure demand, though execution risk remains with plant commissioning slated for Q3 FY27.