RAMCOCEMNSEThe Ramco Cements LimitedMediumNeutral
Announced Thu, 7 Aug · 18:37 IST

The Ramco Cements Limited has informed the Exchange regarding Outcome of Board Meeting held on August 07, 2025. Acquisition of shares of Ramco Windfarms Limited.

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

The Ramco Cements reported its Q1 FY26 results (quarter ended June 30, 2025), posting strong year-on-year growth. Standalone revenue from operations rose to Rs. 2,391.95 crore from Rs. 2,088.37 crore a year earlier, while net profit jumped to Rs. 86.01 crore from Rs. 35.50 crore — a rise of about 142%. EPS came in at Rs. 3.64 versus Rs. 1.50. Consolidated net profit stood at Rs. 85.03 crore versus Rs. 37.16 crore. Separately, the board approved acquiring the remaining 28.5% stake in its subsidiary Ramco Windfarms Limited from other Ramco group companies for just Rs. 28.50 lakh (Rs. 1 per share), making it a wholly owned subsidiary. The acquisition is a related-party transaction carried out at arm's length based on a merchant banker valuation.

Likely market impact

Strong quarterly earnings beat the year-ago quarter significantly, though a large part of the profit boost came from a one-time gain on sale of surplus land (Rs. 10.83 crore). The small cash acquisition of Ramco Windfarms has minimal financial impact — it's essentially consolidating a captive wind power unit within the group. Positive for sentiment given the sharp profit growth, but the CCI cartelisation penalty matter (Rs. 258.63 crore) remains pending in the Supreme Court.