Ramco Cements reports 143% PAT surge to ₹84.41 crore in 1QFY26, targets 30 MTPA capacity by March 2026
The announcement reveals strong financial performance with significant profit growth, which directly affects investor perception and stock valuation. Furthermore, the detailed capex plans, including a target of 30 MTPA by March 2026 and commissioning of new units, signal major strategic expansion and future growth potential for the company.
The company reported a substantial 143% year-on-year increase in Profit After Tax (PAT) and a 23% rise in EBITDA for 1QFY26, despite a 6% decrease in sales volume. This was driven by a 5% improvement in average cement prices. Additionally, the company is progressing with its capex plans to reach 30 MTPA capacity by March 2026 and has successfully commissioned new facilities like the Kolimigundla railway siding and Construction Chemicals unit in Odisha.
The Ramco Cements Limited announced its Investor Update for the first quarter of fiscal year 2026 (1QFY26), highlighting robust financial performance despite a slight dip in sales volume. * The company reported a consolidated Profit After Tax (PAT) of ₹84.41 crore for 1QFY26, marking a significant 143% increase compared to ₹34.74 crore in 1QFY25. * Consolidated EBITDA grew by 23% year-on-year to ₹403.51 crore in 1QFY26 from ₹328.27 crore in 1QFY25. * Revenue for the quarter stood at ₹2,080 crore, a marginal 1% decrease from ₹2,101.65 crore in 1QFY25. * Earnings Per Share (EPS) for 1QFY26 increased to ₹3.64 from ₹1.50 in 1QFY25. * Cement sales volume decreased by 6% year-on-year to 39.98 Lac Tons in 1QFY26, with capacity utilization at 68%. However, average cement prices improved by 5% year-on-year and 11% compared to the sequential quarter. * Operating costs were impacted by the levy of Mineral bearing Land tax in Tamil Nadu from April 2025, amounting to approximately ₹30 crore for 1QFY26. Rupee depreciation also affected fuel costs, though the use of wind energy and Waste Heat Recovery Systems (WHRS) helped mitigate overall power costs. * The company incurred a capital expenditure (capex) of ₹321 crore during 1QFY26 and targets a total capex of ₹1,200 crore for FY26. * Ramco Cements aims to achieve a cement capacity of 30 MTPA by March 2026 through the commissioning of the second line in Kolimigundla and de-bottlenecking of existing facilities. * Key project updates include the commissioning of the Kolimigundla railway siding in July 2025 and a Construction Chemicals unit in Odisha in July 2025. Additionally, 5MW of WHRS in Ramasamy Raja Nagar is set for commissioning by August 2025, with another 5MW by September 2025. * The company has monetized ₹501 crore out of its targeted ₹1,000 crore non-core assets, with the balance expected by September 2025. * The company continues its focus on sustainability, with 31% green energy usage and 69% blended cement, and is 4.5x water positive. * Ramco Cements received several accolades during the quarter, including 5 Star Rating Awards for its limestone mines, the NAMC Award for Unit Manufacturing Effectiveness, and the Gold Award in the Environment, Health and Safety Awards 2024 from CII.
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The Ramco Cements Limited filed this with the NSE as a statutory disclosure, categorised under results. 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 The Ramco Cements Limited. Read the original for the full detail.