Orient Cement Limited has submitted to the Exchange, the financial results for the period ended June 30, 2025.
ORIENTCEM · price
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On the reaction day the stock moved 2.3 pts less than Nifty Microcap 250 and 2.8 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.
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Orient Cement reported Q1 FY26 revenue from operations of ₹86,648 lakhs, up 24.4% YoY from ₹69,627 lakhs in Q1 FY25, driven by higher volumes and realizations. Profit after tax surged to ₹20,537 lakhs from ₹3,671 lakhs, though a large chunk (about ₹9,793 lakhs) came from one-time tax reversals — ₹8,118 lakhs from remeasuring deferred tax liability at the new lower Section 115BAA rate and ₹1,675 lakhs from excess tax provisions for FY25. Even adjusted for these one-offs, core earnings nearly tripled YoY, reflecting strong cement demand and better cost management. The company is now a subsidiary of Ambuja Cements, which completed its open offer and holds 72.66% stake as of June 18, 2025. Statutory auditor changed to G.K. Choksi & Co., with the new auditor giving an unmodified review conclusion.
Headline PAT looks spectacular but is inflated by tax accounting one-offs — investors should focus on operating profit trends which are also robust. The Ambuja ownership change and new management may bring strategic shifts in capacity, pricing, and costs going forward.