The India Cements Limited has informed the Exchange about Investor Presentation
INDIACEM · price
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Awaiting price reaction for this filing.
India Cements reported a strong operational turnaround in Q1 FY26. Domestic cement sales volume grew 11.6% YoY to 2.18 million tonnes, and net realisations (after logistics cost) improved 5.7% QoQ. EBITDA per tonne jumped sharply from ₹88 in Q4 FY25 to ₹424, with power and fuel costs down 6% QoQ and logistics costs down 15% YoY. Consolidated EBITDA swung to ₹92 crore from a ₹9 crore loss a year ago, and the company posted a reported PAT of ₹58 crore versus a ₹133 crore loss in Q1 FY25, aided by lower finance costs (down to ₹27 crore from ₹82 crore) and a ₹124 crore exceptional gain. Average interest rate fell 110 bps QoQ to ~6.83%, reflecting debt reduction. The company plans capex on preheater upgrades, a 21.8 MW waste heat recovery system, and to scale green power from 5% to 86% by FY27.
Positive for shareholders — the sharp improvement in per-tonne profitability, falling input and finance costs, and an explicit green-power roadmap suggest a sustained margin recovery. The swing to profitability and debt-light balance sheet reduce near-term solvency concerns, though the headline PAT is partly flattered by a one-time exceptional item.