Orient Cement Limited has informed the Exchange regarding 'Questions and Answers for Investors on the Financial Results of the Company for the quarter and half year ended on 30th September 2025.
ORIENTCEM · price
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Orient Cement, an Adani Group company, shared investor Q&A on its Q2 FY26 results showing strong post-acquisition synergy benefits. Cement capacity utilization was 65% in Q2 FY26 versus 50% a year ago, with management guiding to reach 75-80% utilization for the rest of the year. EBITDA jumped 274% year-on-year to Rs 165 crore, with per-ton EBITDA rising 191% to Rs 1,177. Cement sales volume grew 29% YoY to 1.4 million tonnes. Nearly all sales (97% in Q2, 100% by quarter-end) now happen under Ambuja/ACC brands, sharply cutting freight costs. Costs (excluding excess clinker inventory) fell 16% driven by a 22 percentage point jump in green power share to 46% and lower fuel costs. Depreciation was higher by Rs 63 crore due to a one-time reassessment of asset useful life to align with parent company accounting policy.
Strong operational improvement and rapid integration with Adani Cement's ecosystem should support margin expansion and profitability going forward. The Rs 63 crore one-time depreciation hit is non-recurring, and pending receivables from related parties are expected to clear in Q3 FY26, which could provide further upside.