Orient Cement Limited — PPTs, 30-01-2026: Investor Presentation

Ambuja Cement reported strong Q3 FY26 and nine-month results. For Q3, cement volume grew 17% YoY, revenue rose 20% to Rs 10,277 Cr, and EBITDA jumped 53% to Rs 1,353 Cr. Normalized profit after tax (PAT) soared 258% YoY. Nine-month volume was up 19%, revenue 22% to Rs 29,740 Cr, and EBITDA surged 62% to Rs 5,075 Cr. The company remains debt-free.

Strategically, Ambuja is expanding capacity to 155 MTPA by March 2028 from 109 MTPA, focusing on cost leadership to achieve Rs 1,500 EBITDA per tonne by March 2028. Digital initiatives like CiNOC boost efficiency, and green power adoption is targeted at 60% by March 2028.

Recent developments include the ongoing consolidation of ACC and Orient Cement to form a unified platform, commissioning of a 2.4 MTPA grinding unit in Marwar, and adding 225 MW of solar power. Capacity utilization of acquired assets notably improved to 58% YoY in Q3.

Management foresees continued double-digit growth in volume and revenue, driven by robust infrastructure and housing demand. Emphasis on premium products, cost optimization, and Adani ecosystem synergies is expected to enhance future profitability.