Kesoram (KESORAMIND) — concall transcript

📢 Key Event
Kesoram Industries reported 49% volume growth and 54% sales growth in Q3 FY22, with EBITDA at INR 464 crore and EBITDA per ton at INR 826.

🔄 What Changed
EBITDA per ton increased to INR 826 from INR 756, and gross debt reduced to INR 1650 crore.

🔮 What's Next
Aim to achieve sustainable EBITDA per ton of INR 800-1000 and refinance debt to reduce borrowing costs.

💡 Investor Takeaway
The company is managing cost pressures through volume growth and blended cement sales while focusing on debt reduction and sustainable profitability.

Kesoram Industries reported 49% volume growth and 54% sales growth in Q3 FY22, with EBITDA at INR 464 crore and EBITDA per ton at INR 826. Management highlighted cost pressures from rising coal and fuel prices, stating price increases did not fully cover costs. A rights issue raised INR 7 crore, and debt was reduced to INR 1650 crore gross. Management aims for sustainable EBITDA per ton of INR 800-1000 and plans to refinance debt to reduce borrowing costs. The company is restructuring its Rayon business toward sustainability and focusing on blended cement growth in Southern India.

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About Kesoram Industries Ltd (KESORAMIND)

Services · Miscellaneous · Listed on BSE

Market Cap: ₹402.62 Cr ROE: -2.4% ROCE: 2.6%

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🔥 Also filed on 31 December 2021

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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