Orient Cement Limited has informed the Exchange about Investor Presentation
ORIENTCEM · price
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Orient Cement (part of the Adani/Ambuja cement portfolio) submitted its Q1 FY26 investor presentation following an analyst/institutional call on July 31, 2025. On a consolidated basis, sales volume rose 20% YoY to 18.4 MnT, revenue crossed Rs 10,000 Cr (up 23% YoY), and EBITDA hit a record Rs 1,961 Cr (up 53% YoY) with EBITDA per ton at Rs 1,069. Net worth stands at Rs 66,436 Cr, the company remains debt-free, and capacity is being expanded from 104.5 MTPA to a targeted 140 MTPA by FY'28. Cost initiatives (green power up to 28.1%, lower kiln fuel cost, freight optimization via DIGIPIN) and higher premium product share (33% of trade) are driving margin expansion. The merger of Adani Cementation with Ambuja Cements was approved by NCLT on July 18, 2025.
Strong Q1 print with 53% EBITDA growth signals margin tailwinds from premiumization and cost efficiency; debt-free status and AAA rating offer balance-sheet comfort, while the roadmap to 140 MTPA by FY'28 underpins volume growth potential for shareholders.