RAMCOCEMNSEThe Ramco Cements LimitedMediumNeutral
Announced Thu, 22 May · 20:53 IST

The Ramco Cements Limited has informed the Exchange about General Updates

Guidance CutMonthly Volume DeclinedBusiness Updates View source PDF

RAMCOCEM · 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

Awaiting price reaction for this filing.

AI summary

Ramco Cements reported a weak FY25 with revenue declining 9% YoY to ₹8,539 Cr and EBITDA falling 20% to ₹1,276 Cr, mainly due to a 10% drop in average cement prices YoY. Profit before tax (excluding exceptional items) crashed 77% to ₹126 Cr for FY25, while 4QFY25 PAT (including exceptional items) fell 74% YoY to ₹31 Cr. Total sale volume for FY25 was nearly flat at 18.5 MnT (1% growth), but 4QFY25 volumes declined 4% YoY, with B2C de-growing in South India. Some respite came from lower fuel costs (down ₹266/ton in FY25) and exceptional gains of ₹340 Cr from sale of investments and surplus lands. The company plans ₹1,200 Cr capex in FY26, targets 30 MTPA capacity by March 2026, and has monetised ₹460 Cr of non-core assets so far.

Likely market impact

Sharp decline in core profitability and weak cement prices signal ongoing margin pressure, which is likely negative for the stock in the short term. However, asset monetisation, capacity expansion plans, and easing fuel costs provide some medium-term support.