ORIENTCEMNSEQ1 FY26July 31, 2025

Orient Cement Limited

5,459words
1turns
0analyst exchanges
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Key numbers — 40 extracted
20%
a Cements begins FY 26 with a robust performance ➢ Highest quarterly sales volume of 18.4 MnT (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY)
Rs 10,000
h a robust performance ➢ Highest quarterly sales volume of 18.4 MnT (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104
23%
➢ Highest quarterly sales volume of 18.4 MnT (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well p
Rs 1,961
olume of 18.4 MnT (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well poised to achieve planned capacity of
53%
T (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well poised to achieve planned capacity of 118 MTPA
104.5 MT
00 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well poised to achieve planned capacity of 118 MTPA by March 2026 ➢ Commissioned 57 MW wind p
118 MT
r (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well poised to achieve planned capacity of 118 MTPA by March 2026 ➢ Commissioned 57 MW wind power in Q1 FY26, taking Renewable Energy capacity to
57 MW
of 104.5 MTPA, well poised to achieve planned capacity of 118 MTPA by March 2026 ➢ Commissioned 57 MW wind power in Q1 FY26, taking Renewable Energy capacity to 473 MW ➢ Adoption of DIGIPIN to address
473 MW
PA by March 2026 ➢ Commissioned 57 MW wind power in Q1 FY26, taking Renewable Energy capacity to 473 MW ➢ Adoption of DIGIPIN to address freight standardisation and hyperlocal marketing ➢ Launched ‘Nir
Rs. 66,436
Financial Highlights 2 2 Performance at a Glance Q1 FY’26 Ambuja Cement Consolidated Net worth Rs. 66,436 Cr, continue to remain Debt Free VOLUME (in MnT ) REVENUE (in R Cr) EBITDA (Excluding other incom
24%
1,961 Q 1 F Y 2 6 Q 1 F Y 2 5 1,280 R 681 (+53%) 970 783 Q 1 F Y 2 6 Q 1 F Y 2 5 R 186 (+24%) 33 Builders of Progress in India Development Operations Value Creation Well
2.4 MT
Value Creation Well poised for Growth • 104.5 MTPA capacity with brownfield expansion of Farakka (2.4 MTPA), Sankrail (2.4 MTPA) and Sindri (1.5 MTPA) grinding units and debottlenecking • With the pro
Guidance — 3 items
Corporate Office
opening
“On 17th Apr’25, Board of Directors have approved the acquisition of NQXT by APSEZ, transaction will be concluded post pending regulatory approval.”
Corporate Office
opening
“7 Adani Portfolio: Best-in class growth with national footprint Predictable, high and rising free cash flow National footprint with deep coverage All figures in INR cr Tax paid Finance cost paid CAT (FFO) EBITDA 24,870 12,784 (51%) 10,418 (42%) 1,668 EBITDA 89,806 66,527 (74%) 18,711 (21%) 4,568 FY19 FY20 FY21 FY22 FY23 FY24 FY25 AEL APSEZ AGEL ATGL AESL APL Ambuja Cement Adani’s Core Infra.”
Corporate Office
opening
“(additional company is being proposed) | O&M: Operations & Maintenance l HVDC: High voltage direct current l PSU: Public Sector Undertaking (Public Banks in India) l GMTN: Global Medium-Term Notes l SLB: Sustainability Linked Bonds l AEML: Adani Electricity Mumbai Ltd.”
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Risks & concerns — 2 flagged
Platform – 350 Mn Userbase I L A T P A C T Strategic value Mapping N E M E G A N A M Policy, Strategy & Risk Framework R E L B A N E Continued Focus & Investment Investment Case Development Growth Capital – Platform Infrastructure Financing Framework Duration Risk Matching Risk Management – Rate & Currency Governance & Assurance Diversified Source of Capital 14% March 2016 55% 31% 5% 23% March 2025 2% 26% 18% 25% Long Term Debt PSU Banks Pvt.
— Corporate Office
Reputation Risk Committee 23 ESG updates ESG Framework I Adani Group Vision & ESG Framework Vision To be a world class leader in businesses that enrich lives and contribute to nations in building infrastructure through sustainable value creation.
— Corporate Office
Speaking time
Corporate Office
1
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Opening remarks
Corporate Office
Adani Corporate House Shantigram, S G Highway, Khodiyar, Ahmedabad - 382 421 Gujarat, India Tel +91 79 2656 5555 Q1 FY’26 Operational & Financial Highlights 1 Ambuja Cements begins FY 26 with a robust performance ➢ Highest quarterly sales volume of 18.4 MnT (up 20% YoY), revenue crossed Rs 10,000 Cr mark (up 23% YoY), highest EBITDA at Rs 1,961 Cr (up 53% YoY) ➢ Present Cement Capacity of 104.5 MTPA, well poised to achieve planned capacity of 118 MTPA by March 2026 ➢ Commissioned 57 MW wind power in Q1 FY26, taking Renewable Energy capacity to 473 MW ➢ Adoption of DIGIPIN to address freight standardisation and hyperlocal marketing ➢ Launched ‘NirmAAAnotsav’ in exclusive partnership with CREDAI, first event in Ahmedabad with plans for 20 other cities ➢ Scheme of Amalgamation of Adani Cementation Limited with Ambuja Cements Limited has been approved by NCLT (Ahmedabad bench) on 18th July 2025 ➢ Ranked as ‘India's Most Trusted Cement Brand 2025’ for 4th year in a row by TRA Research in it
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