Investor Update: Ramco Cements Announces 2QFY26 Performance
Ramco Cements announces 2QFY26 results with revenue at ₹2,242 crore and PAT at ₹74 crore. Capacity expansion and green power initiatives are underway.
The financial results indicate a positive trend, and the company's expansion plans suggest potential for future growth. However, the increase in raw material costs due to the mineral bearing land tax in TN presents a challenge.
The announcement highlights positive financial performance with increased revenue, EBITDA, and profit after tax for both Q2 and H1. The company's focus on green power and capacity expansion also contribute to a positive outlook.
* Investor update on the performance of the company for 2QFY26. * India's real GDP grew 7.8% in 1QFY26. * GST 2.0 has simplified taxes and lowered consumer prices. * Capex allocation is at ₹11.2 lakh crore besides ₹1.5 lakh crore as 50-year interest-free loans to states for infrastructure development. * Cement sales for 2QFY26 were 39.98 Lakh Tons and 83.98 Lakh Tons for 1HFY26. * Construction Chemicals sales for 2QFY26 were 1.48 Lakh Tons and 2.68 Lakh Tons for 1HFY26. * Revenue for 2QFY26 stood at ₹2,242 crore and ₹4,319 crore for 1HFY26. * Profit After Tax (PAT) for 2QFY26 was ₹74 crore and ₹160 crore for 1HFY26. * EBITDA for 2QFY26 was ₹394 crore and ₹798 crore for 1HFY26. * Raw material cost increased due to levy of mineral bearing land tax @ ₹160 per ton of limestone in TN, amounting to ~₹40 crore for 2QFY26 and ₹70 crore for 1HFY26. * 48% of total power in 2QFY26 and 39% in 1HFY26 met from green power. * The company plans to achieve a cement capacity of 30MTPA by Mar-26 with the commissioning of the 2nd line in Kolimigundla. * Capex for FY26 is estimated to be at ₹1,200 crore. * The company has monetized ₹501 crore out of a targeted value of ₹1,000 crore of non-core assets. * WHRS plant with an aggregate capacity of 10MW in Ramasamy Raja Nagar was commissioned during Sep-25; In Kolimigundala, WHRS with a capacity of 15MW is expected to be commissioned along with Kiln Line-2 in FY27. * The revenue from the Construction Chemicals is ₹165 crore in H1FY26 (₹210 crore in FY25), with a plan to scale up to ₹2,000 crore in the next 4 to 5 years.
What to do with a filing like this
The Ramco Cements Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by The Ramco Cements Limited. Read the original for the full detail.