The Ramco Cements Ltd

- There is no mention of any new fundraising through equity. - The company plans to reduce its debt by about Rs. 500 Crores in the financial year 2023, indicating a focus on debt repayment rather than raising new debt. - Pending capex of around Rs. 1350 Crores is planned over the next two years, with around Rs. 600 Crores expected to be spent in the current year. - No clear indication of raising new debt to fund the capex, and with efforts to reduce overall debt, it suggests capex might be funded through internal accruals or existing resources. - Management stated that for the Link Logistics investment, no further capital infusion is planned from Ramco Cement. In summary, no explicit plans for new debt or equity fundraising were disclosed; focus remains on debt reduction and managing capex within current resources.

- Pending capex of approximately Rs. 1350 Crores over the next two years, with around Rs. 600 Crores expected to be spent in FY2023. This includes both operating and growth capex. - New grinding unit of about 1 million tons capacity planned in Karnataka, with a capex of Rs. 300-350 Crores, expected to be operational by FY2024. - Revival of a small grinding unit in Mathodu, Karnataka, expected to start at 30-40% capacity utilization from 1st July. - Cement plant at Kurnool to be fully commissioned before 30th June. - Plans to add grinding capacity in Maharashtra are being considered but the site is not yet finalized. - Won one limestone block in Karnataka at a very cheap base price for future raw material security. - No further capital infusion planned in Link Logistics; Ramco Cement to remain an investor only.

- For FY2023, the company expects volume growth of minimum 12% to 15%. - April-May growth has been very decent compared to last year; the company expects Q1 FY2023 volume to exceed 3 million tons. - East market demand is expected to grow robustly, with minimum growth of 15% to 20% anticipated in the current year. - The company plans to increase the share of premium products from 22% in FY2022 to 30% in FY2023, aiming for higher EBITDA per ton. - New capacity expansions include a 1 million ton grinding unit in Karnataka expected to start by FY2024, with capex around ₹300-350 Crores. - Government infrastructure spending is likely to double, benefiting demand in infrastructure-related segments. - Housing demand is strong, supported by highest-ever disbursements by housing finance companies and positive guidance from real estate developers.

- Ramco Cements expects volume growth of 12% to 15% for FY2023. - Aim to increase the share of premium products from 22% in FY2022 to 30% in FY2023, which yields Rs.200-300 higher EBITDA per ton. - Anticipate an EBITDA level around Rs.1300 per ton with Rs.40 per bag price hike. - EBITDA per ton was Rs.1196 in FY2022; potential to surpass Rs.1200 depends on fuel cost volatility. - Pending capex of Rs.1350 Crores over next two years with approx. Rs.600 Crores expected to be spent in FY2023. - New grinding unit capacity of 1 million ton expected by FY2024 to support growth. - Debt expected to reduce by Rs.500 Crores in FY2023, improving financial health. - Infrastructure and housing demand growth, especially in East and South regions, support volume expansion and profit growth.

- The transcript from the provided pages does not explicitly mention the current or expected orderbook or pending orders for The Ramco Cements Limited as of May 23, 2022. - However, it is indicated that the company is receiving orders from infrastructure companies due to increased government spending, especially in road construction, which is doubling expenditure. - The management also highlighted robust demand in housing and commercial spaces, contributing positively to order inflows. - There is a general positive outlook on demand growth, especially in the eastern region, supported by infrastructure and housing development. - No specific quantitative data on orderbook or pending orders is provided in the discussion on these pages.