Orient Cement Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cements reported Q1 FY27 revenue of ₹9,500 Cr, Operating EBITDA of ₹1,589 Cr (16.7% margin, up 331 bps), and PAT of ₹660 Cr. Net operating cost significantly reduced by ₹206/ton to ₹4,241/ton. Prioritizing value over volume, Q1 saw a 7% volume decline, yet July's trade volumes grew 8% YoY. Management targets 8% FY27 volume growth with over 75% trade sales. A core focus on cost leadership aims for ₹4,250/ton by FY27 end and below ₹4,000/ton by FY28 via efficiency, green energy, and raw material savings. Installed capacity will reach 119 MT by FY27 end. Management is confident in strategic execution for sustainable profitability and long-term value creation.