RAMCOCEMNSEQ1FY249 November 2023

The Ramco Cements Limited

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Key numbers — 40 extracted
rs,
51. Symbol: 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
6.5%
c product (GDP) posting a growth of 7.8 per cent (y-o-y) in Q1FY24  Repo Rate remain unchanged at 6.5% and RBI remains firmly committed to aligning inflation with the target going forward.   Indian
30%
cked up Volume from B2C grown marginally & B2B remained flat Share of premium products in 2QFY24: 30%;2QFY23: 28% Weak prices prevailed in all the markets Margins were under pressure due to weak pric
28%
ume from B2C grown marginally & B2B remained flat Share of premium products in 2QFY24: 30%;2QFY23: 28% Weak prices prevailed in all the markets Margins were under pressure due to weak prices Sales af
81%
ere under pressure due to weak prices Sales affected due to heavy rains Volume share for 2QFY24: 81%; 2QFY23: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2
78%
ssure due to weak prices Sales affected due to heavy rains Volume share for 2QFY24: 81%; 2QFY23: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2QFY23: 22% C
20%
ue to heavy rains Volume share for 2QFY24: 81%; 2QFY23: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2QFY23: 22% Company’s strategy of right cement for righ
15%
rains Volume share for 2QFY24: 81%; 2QFY23: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2QFY23: 22% Company’s strategy of right cement for right applicatio
19%
4: 81%; 2QFY23: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2QFY23: 22% Company’s strategy of right cement for right applications goes from strength to stren
22%
3: 78% Share of premium products in 2QFY24: 20%; 2QFY23:15% Volume share for 2QFY24: 19%; 2QFY23: 22% Company’s strategy of right cement for right applications goes from strength to strength The com
68%
ed Investor Update 2QFY24 Sales & Capacity utilization for H1FY24 Cement Capacity Utilization % 68% Utilization H1FY23 H1FY23: OPC 26%; B2B 31% Cement Sales (Lac Tons) +32% 87.66 66.21 80%
26%
pacity utilization for H1FY24 Cement Capacity Utilization % 68% Utilization H1FY23 H1FY23: OPC 26%; B2B 31% Cement Sales (Lac Tons) +32% 87.66 66.21 80% Utilization H1FY24 H1FY24: OPC 31%;
Guidance — 1 items
Corporate Office
opening
“TPP of 18 MW will be commissioned during December 2023 and railway siding will be commissioned during June 2024 Expansion of Dry Mortar Plant: 2 units in AP & Odisha will be commissioned during December 2023.”
Risks & concerns — 2 flagged
 Record rabi food grains production, easing input cost conditions and normalization of supply chain pressures helps for softening CPI inflation  Real estate sector is on a steady and gradual growth plan, which positively influence cement production    Slowing global growth, the drag from exports, geopolitical tensions, geo-economic fragmentation, extreme weather event and volatile global financial conditions, however, weigh heavily on the outlook.
— Corporate Office
Ongoing crude oil price trends are likely to be influenced by China’s economic outlook and geopolitical uncertainties The uneven south-west monsoon, El Nino formation and the volatile global food prices outlook impart significant uncertainty to the outlook of food and headline inflation, even as core inflation is showing some signs of easing.
— Corporate Office
Speaking time
Corporate Office
2
Opening remarks
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 £ Hm |r4mco| the ramco cements limited 9 November 2023 National Stock Exchange of India Limited, Exchange Plaza, Bandra-Kurla Complex, Bandra (E), Mumbai -400 051. Symbol: 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 six months ended 30.09.2023, being shared at the Investors' Meets. Thanking you, / Yours faithfully, fW the ramco cements limited. ; K.SELVANAYAGAM SECRETARY Enel: As above Registered Office: ‘Ramamandiram’, Rajapalayam - 626117. Tamil Nadu INNOVATE DIFFER
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