HEIDELBERGNSE29 May 2025

HeidelbergCement India Limited

1,589words
2turns
0analyst exchanges
0executives
Key numbers — 40 extracted
8%
ook FY25 Key messages ✓ Continue to produce mainly blended cement ✓ Alternate fuel increased to 8% ✓ Signed long term Wind-Solar Hybrid PPA for 5.5 MW ✓ Share of non-grid power increased to 45%
5.5 MW
y blended cement ✓ Alternate fuel increased to 8% ✓ Signed long term Wind-Solar Hybrid PPA for 5.5 MW ✓ Share of non-grid power increased to 45% ✓ EBITDA of ₹ 530 per tonne, down c. 20% y/y ✓ Repaid
45%
o 8% ✓ Signed long term Wind-Solar Hybrid PPA for 5.5 MW ✓ Share of non-grid power increased to 45% ✓ EBITDA of ₹ 530 per tonne, down c. 20% y/y ✓ Repaid interest free loan of ₹ 694 million ✓ Cash
₹ 530
ng term Wind-Solar Hybrid PPA for 5.5 MW ✓ Share of non-grid power increased to 45% ✓ EBITDA of ₹ 530 per tonne, down c. 20% y/y ✓ Repaid interest free loan of ₹ 694 million ✓ Cash and bank balance ex
20%
PPA for 5.5 MW ✓ Share of non-grid power increased to 45% ✓ EBITDA of ₹ 530 per tonne, down c. 20% y/y ✓ Repaid interest free loan of ₹ 694 million ✓ Cash and bank balance exceed borrowings ✓ Con
₹ 694 million
ower increased to 45% ✓ EBITDA of ₹ 530 per tonne, down c. 20% y/y ✓ Repaid interest free loan of ₹ 694 million ✓ Cash and bank balance exceed borrowings ✓ Continue to operate on negative net operating worki
₹ 7
Continue to operate on negative net operating working capital ✓ Board recommended a Dividend of ₹ 7 per share E N V I R O N M E N T A L , S O C I A L A N D G O V E R N A N C E ESG Overview Blended C
98%
R N A N C E ESG Overview Blended Cement CO2 Footprint Water Positivity Index CSR Green Power 98% 507 Kg/t cement 4.4X 22,000+ Lives improved > 1/3rd 4 HeidelbergCement India Limited | Mar’2
4.4X
ew Blended Cement CO2 Footprint Water Positivity Index CSR Green Power 98% 507 Kg/t cement 4.4X 22,000+ Lives improved > 1/3rd 4 HeidelbergCement India Limited | Mar’25Q & FY25 IR Presentati
15 MW
N C E Green power PPAs supporting increase in green power share Jhansi – Long term Solar PPA for 15 MW Narsingarh - operating on 12 MW Waste Heat Recovery & 5.5 MW Solar Project Narsingarh & Imlai –
12 MW
ng increase in green power share Jhansi – Long term Solar PPA for 15 MW Narsingarh - operating on 12 MW Waste Heat Recovery & 5.5 MW Solar Project Narsingarh & Imlai – long term Hybrid PPA for 13.5 MW
13.5 MW
n 12 MW Waste Heat Recovery & 5.5 MW Solar Project Narsingarh & Imlai – long term Hybrid PPA for 13.5 MW Wind and 13.5 MW Solar Ammasandra - consistently operating > 90% Green power 5 HeidelbergCement
Guidance — 1 items
Headwinds
opening
Safety is our foremost priority 16 HeidelbergCement India Limited | Mar’25Q & FY25 IR Presentation | 29 May 2025 INDIA
Risks & concerns — 1 flagged
▪ Global Economic Slowdown: Softer global growth could impact India's exports and investment inflows.
Headwinds
Speaking time
Tailwinds
1
Headwinds
1
Opening remarks
Tailwinds
▪ GDP Growth forecasts between 6.3% - 6.8% indicate that India will continue to be one of the fastest-growing economies ▪ Domestic Demand remains the primary engine of growth, especially with a rebound in private consumption and capital expenditure. At the same time, the housing and infrastructure sectors, major consumers of cement, are anticipated to continue driving demand. ▪ Continued monetary easing and capital-focused fiscal policy are expected to sustain momentum. ▪ Inflation: Expected to stay within a manageable range, supporting macroeconomic stability
Headwinds
▪ Global Economic Slowdown: Softer global growth could impact India's exports and investment inflows. ▪ Geopolitical Uncertainty: Ongoing global conflicts and trade tensions could create volatility. ▪ The cement capacity expansion could further intensify competition. 13 HeidelbergCement India Limited | Mar’25Q & FY25 IR Presentation | 29 May 2025 INDIA Contact information Amit Angra, Vice President – Finance HeidelbergCement India, 2nd Floor, Block-B, DLF Cyber Greens, DLF Cyber City Gurugram, Haryana 122002, India +91-124-4503-700 amit.angra@heidelbergcement.in www.mycemco.com Please click the following icons to follow us on Social Media: Linkedin Icon Vector Logo - Download Free SVG Icon | Worldvectorlogo X Logo Images - Free Download on Freepik Youtube,logo,graphic,red,free vector graphics - free image from needpix.com Stock codes – BSE: 500292 | NSE: HEIDELBERG | Reuters: HEID.NS | Bloomberg: HEIM:IN Disclaimer ▪ Statements in this presentation, which describe the estimates, projec
← All transcriptsHEIDELBERG stock page →