Nuvoco Vistas Corporation Limited — PPTs, 22-01-2025: Investor Presentation

Cement demand has shown recovery after a challenging start to the fiscal year, with significant unutilized government capital expenditure expected to enhance near-term demand. The company’s financial highlights include a cement sales volume growth of 16% YoY, with total revenue reaching ₹258 Cr and an EBITDA of ₹421 Cr for the quarter. The Vadraj acquisition is set to diversify Nuvoco’s presence, particularly in Western markets, bolstering its capacity to 31 MTPA by Q3 FY27. Cost optimization remains a focus, with the lowest blended fuel cost in 13 quarters at ₹1.45/Mcal, helping maintain competitive pricing. With sustained demand and a strategy centered on premiumization and geo-optimization, Nuvoco is positioned for growth. Investors should watch closely for developments arising from the Vadraj acquisition and ongoing efforts to capitalize on the robust infrastructure spending landscape.