Q2 India sales up 18%; higher fuel costs squeeze profit per tonne

Management guided margin pressureInvestor Communications View source PDF Explain this filing

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

-0.2%Reaction day

₹23030.00

prior close

₹23125.00

announcement price

After-mkt

timing

Nifty Midcap 150market-0.9%+0.8% vs market

Cement & Cement Products peers, median of 34sector-2.0%+1.8% vs sector

On the reaction day the stock moved 0.8 pts more than Nifty Midcap 150 and 1.8 pts more 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

-1.3

10m

-1.4

15m

-1.3

30m

-1.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.2-0.9+0.8-2.0+1.8

Next day

+1.9+0.3+1.6+0.5+1.4

+4.1+1.3+2.8+1.3+2.8

+5.6+2.9+2.6+3.0+2.6

+7.9+4.9+3.0+4.7+3.2

+9.0pendingpending+4.3+4.6

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15d

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UpDownMarket · Nifty Midcap 150Sector · Cement & Cement Products peers, median of 34Pending

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

AI summary

Q2 FY27 India sales rose 18% to 9.31 million tonnes and group volume rose 14% to 10.52 million tonnes. Selling price rose 1% to Rs 4,870 per tonne, lifting profit before interest, tax, depreciation and amortisation by 4% to Rs 1,016 crore. Profit per tonne fell from Rs 1,055 to Rs 966 as fuel cost rose to Rs 2.09 from Rs 1.66. Q3 fuel cost is expected at Rs 2.15 to Rs 2.20; pricing should improve, with full-year sales of 40 to 41 million tonnes.

Likely market impact

Volume growth supports earnings, but higher fuel costs may keep margins and near-term profit growth under pressure.