Orient Cement Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cements reported strong Q3 FY26 results with consolidated revenue up 20% to INR 10,277 crore and PAT surging 258% to INR 378 crore (adjusted). Volumes grew 17% YoY to 18.9 million tons, doubling industry growth. Q3 operating EBITDA was INR 1,353 crore, with EBITDA/ton at INR 718. Management noted Q3 costs were impacted by one-offs, with December exit costs below INR 4,000/ton. Capacity reached 109 million tons, targeting 115 million tons by March, and 155 million tons by FY28 via organic growth and debottlenecking. The company remains debt-free. Outlook is bullish on demand, focusing on premium products and cost efficiency.