Nuvoco Vistas Corporation Limited — PPTs, 17-07-2025: Investor Presentation

**Financial Highlights:**

Nuvoco Vistas kicked off FY26 strong! Q1 revenue hit ₹ 2,873 Cr. (+9% YoY) with a record Q1 EBITDA of ₹ 533 Cr. (+53% YoY). Volumes rose 6% YoY to 5.1 MMT, driven by 41% premiumization & a 76% trade mix. Net debt (ex-Vadraj acquisition debt) significantly reduced by ₹ 884 Cr. YoY to ₹ 3,474 Cr., while cost efficiency kept fuel flat & raw material costs down.

**Strategic Initiatives & Growth Drivers:**

The ₹ 1,800 Cr. Vadraj Cement acquisition is a strategic move, expanding Western market presence to ~2 MMT. The plant aims for Q3 FY27 operational status. Key focus areas remain premiumization, brand strengthening, and operational cost optimization. Government capex on infrastructure & housing sets a strong stage for demand.

**Business Developments:**

Company maintains 58 Ready-Mix Concrete (RMX) plants with "Concreto" gaining traction, and the Modern Building Materials segment shows robust sales across its portfolio.

**Market Position & Competitive Advantage:**

As a major building materials player, Nuvoco boasts a diversified portfolio, premium brands, strategic plant locations, and robust distribution. Its focus on operational excellence drives cost leadership and strong sustainability metrics like reduced CO2 emissions.

**Investor Implications:**

Strong Q1 performance, strategic market expansion via Vadraj, and ongoing deleveraging signal positive growth potential. Favorable macro trends and public spending further boost the outlook for cement demand. Execution on Vadraj's operationalization will be key to watch.