Orient Cement Limited — Investor Meet, 10-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cements reported strong FY26 financials: 73.7 million tonnes sales volume (+16% YoY), EBITDA of 6,539 Cr (+31%), and PAT of 2,647 Cr (+17%). Q4 costs rose to an average of INR 4,500/tonne, impacted by acquired asset underperformance, higher freight, and packaging expenses. Management sees costs peaking, targeting a INR 250/tonne reduction in both FY27 and FY28 from current levels. Capacity is set to reach 119 million tonnes by FY27. The company's strategy includes optimizing existing assets, disciplined capital allocation, and a partial timeline reset on earlier aggressive expansion goals, focusing on organic growth amid softer market demand.