Nuvoco Vistas Corporation Limited — Investor Meet, 22-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Nuvoco Vistas reported strong Q3 FY26 performance with volumes up 7% YoY to 5 million tons and EBITDA surging 50% to 386 Cr. Premium products reached a historic 44% share of trade volumes, aiding profitability. The company achieved its lowest blended cost in 17 quarters despite pet coke price increases. Management noted improving demand conditions, reinforced by a January price hike. Vadraj plant refurbishment is on schedule for phased operationalization from Q3 FY27 to Q1 FY28, with total capacity to grow to 35 million tons p.a. Nuvoco raised 600 Cr via CCDs to reduce debt, intending to repay through future cash flows and remains confident in sustained growth, leveraging premiumization and cost discipline.