The Ramco Cements Limited

rs,

Code: RAMCOCEM BSE Limited, Floor 25, "P.J.Towers", Dalai Street, Mumbai —400 001. Dear Sirs, Scrip Code: 500260 Sub: Investor Update Pursuant to Regulation 30, read with Schedule III of SEB

6.1%

stor Update 3QFY23 Overview 1 Overview of Economy • India's GDP growth for FY23 is projected at 6.1% from an earlier estimate of 7.5% on account of extended geopolitical tensions and aggressive monet

7.5%

Overview of Economy • India's GDP growth for FY23 is projected at 6.1% from an earlier estimate of 7.5% on account of extended geopolitical tensions and aggressive monetary policy tightening globally •

225 bps

geopolitical tensions and aggressive monetary policy tightening globally • Repo Rate increased by 225 bps during last nine months and tops pre-pandemic levels • The Indian rupee ended 2022 as the worst-per

10.14%

pandemic levels • The Indian rupee ended 2022 as the worst-performing Asian currency with a fall of 10.14%. This is the rupee’s biggest annual decline since 2013 2 Positives • Robust demand for cement a

66%

t demand for cement amid good monsoon • Increased allocation in Budget 2023 for: (i) PMAY Scheme by 66% to ` 79,000 crores; (ii) Investment in Infrastructure by 33% to `10 lakh crores; (iii) Capital outl

79,000 crore

for cement amid good monsoon • Increased allocation in Budget 2023 for: (i) PMAY Scheme by 66% to ` 79,000 crores; (ii) Investment in Infrastructure by 33% to `10 lakh crores; (iii) Capital outlay for Railways: `

33%

in Budget 2023 for: (i) PMAY Scheme by 66% to ` 79,000 crores; (ii) Investment in Infrastructure by 33% to `10 lakh crores; (iii) Capital outlay for Railways: ` 2.4 lakh crores; (iv) Urban Infrastructure

10 lakh crore

t 2023 for: (i) PMAY Scheme by 66% to ` 79,000 crores; (ii) Investment in Infrastructure by 33% to `10 lakh crores; (iii) Capital outlay for Railways: ` 2.4 lakh crores; (iv) Urban Infrastructure Development Fund:

2.4 lakh crore

; (ii) Investment in Infrastructure by 33% to `10 lakh crores; (iii) Capital outlay for Railways: ` 2.4 lakh crores; (iv) Urban Infrastructure Development Fund: 10,000 crores; (v) 100 transport infrastructure proje

10,000 crore

; (iii) Capital outlay for Railways: ` 2.4 lakh crores; (iv) Urban Infrastructure Development Fund: 10,000 crores; (v) 100 transport infrastructure projects identified for end-to-end connectivity for ports, coal,

75,000 crore

fied for end-to-end connectivity for ports, coal, steel, fertilizer sectors with an investment of ` 75,000 crores 3 Watch outs • Unabating geopolitical tensions continue to impart uncertainty to the food and e

“WHRS capacity of 5 MW in Kurnool was commissioned in Nov 2022; Another 3 MW expected to be commissioned in Feb 2023 and the balance 4 MW will be commissioned in May 2023.”

“TPP of 18 MW and railway siding will be commissioned in FY24.”

“In TN, one unit was commissioned in Dec’22 & another unit will be commissioned in Feb’23.”

“The remaining two units in AP & Odisha will be commissioned during FY24.”

“RRN Line III with clinker capacity of 1.44 MTPA will be commissioned before Mar 2023.”

“The project was implemented with the support of Gramalaya, Tiruchirapalli.”

Corporate Office

2

Demand from

1

Expansion of Dry Mortar Plant

1

Corporate Office

Auras Corporate Centre, V Floor, 98-A, Dr. Radhakrishnan Salai, Mylapore, Chennai - 600 004, India. Tel: +91 44 2847 8666 Fax: +91 44 2847 8676 Website: www.ramcocements.in Corporate Identity Number: L26941TN1957PLC003566 THE RAMC° CEMENTS LIMITED 7 February 2023 National Stock Exchange of India Limited, Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai —400 051. Scrip Code: RAMCOCEM BSE Limited, Floor 25, "P.J.Towers", Dalai Street, Mumbai —400 001. Dear Sirs, Scrip Code: 500260 Sub: Investor Update Pursuant to Regulation 30, read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we enclose a copy of the Investor Update on the performance of the Company for the quarter and nine months ended 31.12.2022, being shared at the Investors' Meets. Thanking you, Yours faithfully, For THE RAMCO CEMENTS LIMITED, K.SELVANAYAGAM SECRETARY End l : As above Registered Office: Ramamandiram', Rajapalayam - 626 117. Tamil Nadu. Investor Update 3QFY23

Demand from

 Individual housing remained flat;  Infra / Commercial segment have grown  Overall demand remain subdued in east Share of premium products are growing steadily North East demand shown improvement Festival holidays dampened the momentum Prices have improved during Q3 in East / North East Company’s strategy of right cement for right applications yielding positive results. The company continue to focus on this to make its brand more stronger While the long term prospects look promising, the short term outlook remains unclear due to geo-political uncertainty The Ramco Cements Limited Investor Update 3QFY23 Cement Sales & Capacity utilization Cement Sales (Lac Tons) 35.72 30.07 +19% 3QFY22 3QFY23 Share of Premium products increased by 3% and stood at 25% for 9MFY23 101.93 78.56 +30% 70% Utilization 3QFY23 69% Utilization 9MFY23 61% Utilization 3QFY22 54% Utilization 9MFY22 The Ramco Cements Limited 9MFY22 9MFY23 Pro-rated capacity basis Investor Update 3QFY23 Key Performance for 3QFY23 R

Expansion of Dry Mortar Plant

In TN, one unit was commissioned in Dec’22 & another unit will be commissioned in Feb’23. The remaining two units in AP & Odisha will be commissioned during FY24. RRN Line III with clinker capacity of 1.44 MTPA will be commissioned before Mar 2023. Dry Mortar Plant in Salem was inaugurated by Executive Director-Marketing, Shri.Balaji.K.Moorthy and First truck of Dry Mortar Product sent by waving flag on 05-12-2022 The Ramco Cements Limited Investor Update 3QFY23 ESG Update CO2 Emission Blended Cement Water Positive Green energy CSR 591 Kg / T of Cement 72% 2x 22% 1,20,000 + Beneficiaries Firm and Focussed for a sustainable future Based on 9M figures The Ramco Cements Limited Investor Update 3QFY23 Awards & Accolades its for The Ariyalur Plant had been adjudged as Winner in the Category of Water, Sanitation and Hygiene and project, (WASH) Sustainable Sanitation Facilities (SMART Toilets) for prevention of open defecation'. The project was implemented with the support of Gramalaya, Tiruc