INDIACEMNSEThe India Cements Limited· Cement And Cement ProductsMediumNeutral
Announced Sat, 25 Apr · 15:18 IST

The India Cements Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

INDIACEM · price

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

Price reaction · full curve 14 horizons · vs prior close
+2.6%1-day move
₹409.00
prior close
₹424.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+4.4+4.3+2.6+2.7+2.6-2.0-3.8-3.4-3.4+0.4-1.0-2.0-7.7-2.7
Up moveDown movePending
AI summary

India Cements reported strong Q4 FY26 results with domestic sales volume of 3.12 MnT, up 18% YoY. EBITDA improved dramatically to ₹179 Crores from ₹23 Crores in Q4 FY25, while PAT before exceptional items turned positive at ₹70 Crores versus a loss of ₹75 Crores in the same period last year. Operating EBITDA per tonne rose to ₹497 from ₹305 in Q3 FY26. Full year FY26 EBITDA stood at ₹484 Crores compared to a loss of ₹330 Crores in FY25. Management announced a ₹2,000 Crores capex plan over 2 years for capacity expansion of 2.8 Mtpa and energy efficiency improvements. The company plans to scale green power (RE+WHRS) from 6% to 80% by FY29.

Likely market impact

The turnaround from losses to profitability, coupled with a ₹2,000 Crores growth capex announcement, signals operational improvement and expansion readiness. The significant jump in EBITDA per tonne indicates better cost control and pricing power, which should be positive for shareholder sentiment.