Orient Cement Limited (ORIENTCEM) Financial Results —

Net Profit: ₹2,647 Cr

📢 Key Event
Ambuja Cements reported a 69.9% YoY increase in net profit to ₹2,647 crores for FY26, driven by 16% volume growth and 10% trade sales growth.

🔄 What Changed
Net profit surged 69.9% YoY to ₹2,647 crores; annual EBITDA reached ₹6,539 crores; premium cement share of sales was 35%; debt-free status maintained; capex of INR7,500 crores in FY26 announced.

🔮 What's Next
Cost reduction target of ₹4,250/tonne by FY27 from current ₹4,500/tonne; capex of INR6,000-6,500 crores in FY27; FY28 growth plans potentially delayed to FY30; volume growth expected from existing assets; premium product share target of 36% sustainability.

💡 Investor Takeaway
Strong profit growth reflects operational momentum, but cost pressures and delayed expansion plans require close monitoring of execution and margin trajectory.

Ambuja Cements reported a 69.9% YoY jump in net profit to ₹2,647 crores for FY26, driven by 16% volume growth to 73.7 million tonnes and 10% trade sales growth, despite cost pressures. Annual EBITDA reached ₹6,539 crores at ₹887 per tonne, with debt-free status and 35% premium cement share of sales. Capacity stands at 109 million tonnes including new grinding units, while green power usage rose to 32%. Management targets cost reduction to ₹4,250/tonne by FY27 from current ₹4,500/tonne, with capex of INR7,500 crores in FY26 and INR6,000-6,500 crores in FY27. Volume growth is expected to improve from existing assets, with FY28 plans potentially delayed to FY30. Premium product share aims for 36% sustainability amid competitive pricing pressures.

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