NUVOCONSENuvoco Vistas Corporation LimitedMediumNeutral
Announced Tue, 14 Apr · 21:07 IST

Nuvoco Vistas Corporation Limited has informed the Exchange about Presentation

Promoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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
+1.4%1-day move
₹306.00
prior close
₹316.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-2.6-3.2-5.3+1.4+1.8+0.6-0.4-0.8-4.2+10.4+7.2+2.4+23.0
Up moveDown movePending
AI summary

Nuvoco Vistas achieved record performance in FY26 with all-time high volume of 20.4 MMT (up 5% YoY) and EBITDA of ₹1,881 Cr, surging 35% YoY. Industry-leading premiumization expanded to 43% with trade mix at 74%. Q4 FY26 also marked a strong quarter with 6 MMT volume and ₹590 Cr EBITDA. The company is expanding capacity to 35 MMTPA through Vadraj Cement acquisition (6 MMTPA grinding + 3.5 MMTPA clinker) and 4 MMTPA East expansion, both targeted by FY28. Net Debt stood at ₹4,445 Cr as of March 2026. Management flagged near-term headwinds from geopolitical tensions impacting fuel costs (pet coke, coal, crude) and packing bag costs, requiring price hikes to protect margins.

Likely market impact

Strong operational performance with margin expansion positions the stock well, but rising input costs and geopolitical uncertainties create near-term margin pressure risks. The Vadraj and East expansion roadmap provides multi-year growth visibility.