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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 Q4 FY26.
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Orient Cement

Q4 FY26Cement & Cement Products

Orient Cement Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Revenue
₹647Cr
−21.6% YoY
+1.7% QoQ
Net profit
₹55Cr
+31% YoY
+96.4% QoQ
Margin
17%
+5 pp YoY
+3 pp QoQ
Price₹130
Market cap₹2.7K Cr
P/E12.7

The short version

Ambuja Cements expects consolidated volumes to grow around 8% to reach approximately 80 million tonnes in FY '27, despite softer industry demand forecast of 5-5.5%. Ambuja Cements targets INR250 per tonne cost reduction in FY '27 and another INR250 next year, totaling INR500 savings over two years.

From Orient Cement's Q4 FY26 earnings-call transcript · updated 24 Aug 2026.

Revenue & Sales Performance

  • Ambuja Cements expects consolidated volumes to grow around 8% to reach approximately 80 million tonnes in FY '27, despite softer industry demand forecast of 5-5.5%.
  • Growth will be driven by stabilizing acquired assets (Sanghi, Penna) and commissioning ongoing expansions adding about 10 million tonnes capacity by September FY '27.
  • Utilization targets for acquired assets: Sanghi at 65-70%, Penna at 55-60%, Orient at full capacity; existing assets targeted at 75-80% utilization.
  • Capacity expansion plans are being recalibrated with focus on optimizing existing capacities and disciplined capital allocation; capacity expected to reach 119 million tonnes by end FY '27.

2 more points from Orient Cement's call on revenue

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Profitability & Margins

Ambuja Cements targets INR250 per tonne cost reduction in FY '27 and another INR250 next year, totaling…

Locked: what Orient Cement said on margins

Also locked on this page: fundraising, order book

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Capital Expenditure Plans

  • Current capex under execution is around INR 4 billion, covering capacity enhancement, Waste Heat Recovery Systems (WHRS), and fly ash transportation systems (Page 19).
  • Annual capex guidance for next 2 years is INR 65-70 billion, focused on debottlenecking, maintenance, and selective capacity additions (Page 19).
  • New clinker capacities planned: 4 million tonnes at Maratha (commissioning soon), additional 2 million at Mundra, plus expansion in Assam with a limestone block acquired (Pages 18-20).
  • Capex approach is being recalibrated for disciplined capital allocation, prioritizing optimization of current assets and operational efficiency before new projects (Pages 16-20).

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 is emphasizing capital discipline and is focusing on completing ongoing projects before…

Locked: what Orient Cement said on fundraising

Also locked on this page: margins, order book

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Order Book & Pipeline

See what Orient Cement said on order book & pipeline — free account, 30 seconds.

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 Q4 FY26 results — key figures

Orient Cement Q4 FY26 reported results vs Q4 FY25, ₹ crore
₹ CrQ4 FY26Q4 FY25YoYQ3 FY26QoQ
Revenue647825-21.6%636+1.7%
Operating profit (EBITDA)108103+4.9%90+20%
Operating margin17%12%+5 pp14%+3 pp
Profit before tax6468-5.9%36+77.8%
Net profit (PAT)5542+31%28+96.4%
EPS (₹)2.702.05+31.7%1.35+100%

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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  • ACC (Q4 FY26)

    The company plans to focus on optimizing existing capacities and improving utilization rates (e.g., Sanghi at 65%-70%, Penna at 55%-60%, others around…

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Frequently Asked Questions

What were Orient Cement Q4 FY26 results?

Ambuja Cements expects consolidated volumes to grow around 8% to reach approximately 80 million tonnes in FY '27, despite softer industry demand forecast of 5-5.5%. Ambuja Cements targets INR250 per tonne cost reduction in FY '27 and another INR250 next year, totaling INR500 savings over two years.

What is Orient Cement share price analysis?

Orient Cement currently shows a neutral. The stock trades at a P/E of 12.7 with a market cap of ₹2,702 Cr. Investors should review the full earnings analysis for detailed insights.

Is Orient Cement planning capital expenditure?

Current capex under execution is around INR 4 billion, covering capacity enhancement, Waste Heat Recovery Systems (WHRS), and fly ash transportation systems (Page 19).

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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.