Orient Cement Investor Presentation: Q3 & 9M FY'26 Highlights
Orient Cement's investor presentation for Q3 & 9M FY'26 shows strong growth. 9M FY'26 cement volume up 19% to 53.8 MnT, revenue up 21% to ₹29,740 Cr, EBITDA up 62% to ₹5,075 Cr. Q3 FY'26 volume up 17% to 18.9 MnT, revenue up 20% to ₹10,277 Cr, EBITDA up 53% to ₹1,353 Cr. Company targets 155 MTPA capacity by Mar'28 and ₹1,500 EBITDA PMT.
The strong financial performance, strategic capacity expansion, ongoing amalgamation, and clear future targets indicate a significant positive impact on the company's market position and investor confidence.
The announcement shows significant year-on-year growth in key financial and operational metrics like volume, revenue, and EBITDA, along with positive future outlook and strategic progress.
Orient Cement Limited has released an investor presentation detailing its operational and financial highlights for the quarter and nine months ended December 31, 2025. The company reported significant year-on-year growth in cement volume, revenue, and EBITDA for both the nine-month period and the third quarter. For the nine months ended December 31, 2025, cement volume increased by 19% to 53.8 MnT, revenue grew by 21% to ₹29,740 crore, and EBITDA surged by 62% to ₹5,075 crore. The EBITDA per tonne also saw a substantial increase of 36% to ₹943.
In the third quarter ended December 31, 2025, cement volume rose by 17% to 18.9 MnT, revenue increased by 20% to ₹10,277 crore, and EBITDA grew by 53% to ₹1,353 crore. The EBITDA per tonne improved by 31% to ₹718.
The presentation also highlighted strategic initiatives, including the commissioning of a 2.4 MTPA grinding unit in Marwar, Rajasthan, and the expansion of renewable power capacity to 898 MW. The company is on track to achieve a total cement capacity of 155 MTPA by March 2028 and aims for a cost leadership target of ₹3,650 EBITDA PMT by the same period. The amalgamation of ACC Limited and Orient Cement Limited with Ambuja Cements Limited, creating a unified ‘One Cement Platform,’ is progressing, with completion expected over FY27.
Ambuja Cement, as part of the Adani Group, is positioned as a pan-India cement powerhouse. The company remains debt-free with a net worth of ₹69,854 crore and maintains the highest credit ratings. Future guidance includes achieving a target of ₹1,500 EBITDA PMT by March 2028, supported by volume, revenue, and cost leadership initiatives. The company also emphasized its commitment to ESG principles, with strong scores in sustainability assessments and ongoing efforts in climate and energy, circular economy, and water & nature conservation.
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Orient Cement Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Orient Cement Limited. Read the original for the full detail.