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Orient Cement Q2 FY27 results are out (Jul–Sep 2026) →Revenue ₹565 Cr −12.1% YoYSee revenue, profit and what management said. You are viewing Q2 FY26.
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Orient Cement

Q2 FY26Cement & Cement Products

Orient Cement Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Revenue
₹643Cr
+18.2% YoY
−25.8% QoQ
Net profit
₹49Cr
+2350% YoY
−76.1% QoQ
Margin
26%
+18 pp YoY
+5 pp QoQ
Price₹132
Market cap₹2.7K Cr
P/E12.8

The short version

Ambuja Cements targets double-digit volume growth annually, with recent quarters showing 20% year-on-year growth. Ambuja Cements aims to grow cement capacity from 107 million tons (Sep '25) to 155 million tons by FY '28, reflecting a 10-15% annual capacity growth.

From Orient Cement's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Ambuja Cements targets double-digit volume growth annually, with recent quarters showing 20% year-on-year growth.
  • Capacity is expected to rise from 107 million tons to 118 million by FY '26, then 130-135 million by FY '27, and 155 million tons by FY '28, implying 10-15% annual capacity expansion.
  • Acquired assets (Orient, Penna, Sanghi) are ramping up, with Sanghi expected to improve utilization from Q3/Q4.
  • Market share aims to increase to 20-22% by FY '28.
  • Revenue growth is supported by premium cement sales, accounting for 35% of trade sales, with a 28% year-on-year growth in premium cement volumes.

2 more points from Orient Cement's call on revenue

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Profitability & Margins

Ambuja Cements aims to grow cement capacity from 107 million tons (Sep '25) to 155 million tons by FY '28,…

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Capital Expenditure Plans

  • Ongoing capex program amounted to approximately INR 1,400 crores in Q2 and INR 2,800 crores in H1 of FY '26.
  • Total capex target for the year is around INR 8,000 crores.
  • Several greenfield and brownfield expansion projects progressing well, including Salai Banwa, Marwar Mundwa, Penna Marwar, Dahej, Kalamboli, Bathinda, Jodhpur, Warisaliganj.
  • Trial runs started for Bhatapara clinker line (4 million tons) and commissioning of Krishnapatnam grinding unit (2 million tons).
  • Aim to increase cement capacity from 107 million tons to 155 million tons by FY '28 through expansions and debottlenecking.
  • Clinker capacity targeting 96 million tons by FY '28 with incremental 15 million tons via debottlenecking.
  • Focus on cost reduction and operating leverage improvement in acquired assets through capacity utilization.

2 more points from Orient Cement's call on capex

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Top-ranked in Cement & Cement Products

Ranked on what management guided this quarter

Guidance-ranked
1Grasim Inds
Rev 1Mar 3
2J K Cements
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 3Mar 1
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The company currently remains debt-free, maintaining highest credit ratings (CRISIL AAA Stable and…

Locked: what Orient Cement said on fundraising

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Order Book & Pipeline

The discussion primarily focuses on capacity utilization, expansion plans, debottlenecking, operational efficiencies, and financial performance for Q2 FY26. For detailed and updated information on order books or pending orders, it would be advisable to refer to the company's official disclosures or direct communications from investor relations.

Orient Cement — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Orient Cement Q2 FY26 results — key figures

Orient Cement Q2 FY26 reported results vs Q2 FY25, ₹ crore
₹ CrQ2 FY26Q2 FY25YoYQ1 FY26QoQ
Revenue643544+18.2%866-25.8%
Operating profit (EBITDA)16544+275%182-9.3%
Operating margin26%8%+18 pp21%+5 pp
Profit before tax743+2366.7%144-48.6%
Net profit (PAT)492+2350%205-76.1%
EPS (₹)2.380.11+2063.6%9.98-76.2%

Source: reported quarterly figures (Screener), ₹ crore.

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹565 Cr, net profit ₹32 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Orient Cement's management said in earlier quarters

Earlier calls (8)

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  • The Ramco Cement (Q2 FY26)

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Frequently Asked Questions

What were Orient Cement Q2 FY26 results?

Ambuja Cements targets double-digit volume growth annually, with recent quarters showing 20% year-on-year growth. Ambuja Cements aims to grow cement capacity from 107 million tons (Sep '25) to 155 million tons by FY '28, reflecting a 10-15% annual capacity growth.

What is Orient Cement share price analysis?

Orient Cement currently shows a neutral. The stock trades at a P/E of 12.8 with a market cap of ₹2,723 Cr. Investors should review the full earnings analysis for detailed insights.

Is Orient Cement planning capital expenditure?

Ongoing capex program amounted to approximately INR 1,400 crores in Q2 and INR 2,800 crores in H1 of FY '26.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.