Q2 FY27 call flags rising costs, price hikes and higher debt

CFO laid out a debt-reduction roadmapInvestor Communications View source PDF Explain this filing

NUVOCO · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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

-0.0%Reaction day

₹332.30

prior close

₹335.70

announcement price

In-mkt

timing

Nifty Smallcap 250market+0.7%-0.7% vs market

Cement & Cement Products peers, median of 36sector+0.2%-0.2% vs sector

On the reaction day the stock moved 0.7 pts less than Nifty Smallcap 250 and 0.2 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

-0.1

10m

-0.5

15m

-0.6

30m

-0.8

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.0+0.7-0.7+0.2-0.2

Next day

-4.0-1.3-2.7-1.1-2.9

+1.8+0.0+1.8+0.6+1.2

+1.7+0.4+1.3+1.4+0.3

+2.3+2.4-0.1+3.6-1.3

+4.2+3.2+1.0+5.9-1.6

—————

15d

—————

UpDownMarket · Nifty Smallcap 250Sector · Cement & Cement Products peers, median of 36Pending

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

AI summary

Q2 FY27 volume rose 9%, revenue rose 14% and profit before interest, tax, depreciation and amortisation rose 11%. Q3 costs are expected to rise INR100-120 per tonne, but about INR20 price hikes and lower fixed costs should support profitability. Net debt exceeded INR5,000 crore; FY27 capital spending is planned at INR1,200 crore. Surat's 2 million tonne-per-year unit runs, and capacity should reach 35 million tonnes by FY28.

Likely market impact

Costs are rising, but price increases and volume growth could protect margins. High spending and net debt over INR5,000 crore may limit flexibility.