Orient Cement Limited — PPTs, 04-05-2026: Investor Presentation

Ambuja Cements delivered a robust FY26 performance, with cement sales volume surging 16% to 73.7 MnT, outperforming industry growth. Q4FY26 volumes rose 10% YoY to 19.9 MnT. FY26 revenue increased 15% to ₹40,656 Cr. Normalized FY26 EBITDA saw a strong 31% jump to ₹6,539 Cr, driven by operational efficiencies. However, Q4FY26 normalized PAT declined 34% to ₹569 Cr, impacted by higher fuel costs, though reported PAT soared 37% due to one-time tax reversals from mergers.

Strategically, Ambuja is rapidly expanding capacity to ~119 MTPA, with several new grinding and clinker units set for H1FY27 commissioning. The company is focused on cost optimization, targeting ₹150-200 PMT reduction in FY27 through fuel mix changes, increased green power usage, and logistics improvements. Digital initiatives like CiNOC are enhancing operations. Mergers of Sanghi and Penna are complete, with ACC and Orient amalgamations progressing.

Management anticipates FY27 demand growth to be soft at ~5% due to monsoon outlook and geopolitical fuel price volatility, but government infrastructure spending provides a solid long-term demand foundation. Ambuja remains debt-free with ₹1,770 Cr cash.