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Ramco Cements Q2 FY27: Revenue Up 10% to ₹2,466 Cr, Standalone PAT Drops 49% to ₹38 Cr
The Ramco Cements reported a 10% YoY growth in standalone revenue to ₹2,465.84 Cr for Q2 FY27, backed by an 8% increase in cement sales volumes to 47.38 lakh tons. However, standalone PAT dropped 49% YoY to ₹38.18 Cr, hit by sharp power and fuel cost increases (up 36% YoY per ton) and a disputed mineral-bearing land tax in Tamil Nadu of ~₹33 Cr. Standalone EBITDA declined 16% YoY to ₹330.54 Cr with EBITDA per ton contracting to ₹669/T from ₹866/T. For 1HFY27, revenue rose 10% to ₹4,742.02 Cr while PAT fell 56% to ₹70.04 Cr.
உச்சம் நம்பிக்கை
என்ன மாறியதுRamco Cements published its 2QFY27/1HFY27 investor presentation showing volume-led top-line growth offset by severe fuel inflation and state tax levies.
ஏன் இது முக்கியம்Operating profitability is severely compressed (EBITDA/T at ₹669 vs ₹866), underscoring ongoing margin headwinds from energy costs and regional taxation despite steady volume demand.
2QFY27 Standalone Revenue: ₹2,465.84 கோடி2QFY27 Standalone PAT: ₹38.18 கோடி2QFY27 Standalone EBITDA: ₹330.54 கோடி2QFY27 EBITDA per Ton: ₹669 / TTN Mineral Land Tax Impact (2QFY27): ~ ₹33 Crores
📅 குறுகிய காலம்Margins will likely remain under pressure in the immediate term due to elevated imported fuel costs and volatile crude prices, despite modest price realizations (+1% QoQ).
📈 நீண்ட காலம்Company's volume positioning remains intact with steady expansion in non-cement lines (Construction Chemicals volume +38% YoY), but full-year recovery depends on resolution of state tax disputes and cooling power & fuel costs.
⚠ அபாய எச்சரிக்கைகள்
Severe fuel cost inflation (power and fuel cost per ton rose 36% YoY in Q2)
Regulatory risk via disputed mineral-bearing land tax in Tamil Nadu (~₹72 Cr impact in 1H)
👀 கவனிக்க வேண்டியவை
Monitor legal and regulatory outcomes concerning the disputed Tamil Nadu mineral-bearing land tax following the MMDR Amendment Act 2026, alongside crude/petcoke input price trends.
Q2FY27 Net Revenue Up 10% to Rs 2,466 Cr, EBITDA Drops 16% to Rs 331 Cr
The Ramco Cements reported a 10% YoY increase in standalone net revenue for Q2FY27 at Rs 2,466 crore, supported by an 8% rise in cement sales volume to 4.74 million tons. However, EBITDA declined 16% YoY to Rs 331 crore as EBITDA per ton contracted from Rs 866 to Rs 669 due to higher fuel costs and packing expenses. Profit before tax (including exceptional gains) halved to Rs 52 crore compared to Rs 100 crore in Q2FY26. Total debt edged up slightly to Rs 3,963 crore as of September 30, 2026, while capex guidance for FY27 was pegged at Rs 800 crore.
உச்சம் நம்பிக்கை
என்ன மாறியதுRelease of standalone un-audited financial results for Q2FY27 showing steady volume growth but significant operational margin contraction.
ஏன் இது முக்கியம்Higher fuel prices driven by geopolitical tensions in West Asia and currency depreciation severely offset volume gains, denting unit profitability.
Net Revenue: Rs.2,466 croresEBITDA: Rs.331 croresCement Sales Volume: 4.74 million tonsTotal Debt: Rs.3,963 croresFY27 Capex Guidance vs Net Worth: ~9.8% (Rs 800 cr / Rs 8,143 cr)
📅 குறுகிய காலம்Margin pressure is likely to weigh on sentiment over the near term as cost inflation from fuel and packaging outpaces pricing improvements.
📈 நீண்ட காலம்Capacity expansion towards ~31 MTPA by March 2027 and growth in higher-margin construction chemicals provide structural volume drivers once input cost volatility subsides.
⚠ அபாய எச்சரிக்கைகள்
Input cost inflation (power and fuel cost up 36% YoY to Rs 1,397/ton)
Disputed state levy (Tamil Nadu Mineral Bearing Land Tax paid under protest)
Elevated leverage with total debt at Rs 3,963 crore
👀 கவனிக்க வேண்டியவை
Track the commissioning of the 3.15 MTPA Kolimigundla clinkering unit scheduled for Dec-26, alongside movements in imported petcoke/fuel prices and resolution of the Tamil Nadu mineral tax dispute.
Ramco Cements Debottlenecks Jayanthipuram: Clinker Up 1.01 MTPA, Grinding Up 0.73 MTPA
The Ramco Cements Limited has commissioned debottlenecking activities at its Jayanthipuram facility in Andhra Pradesh on September 29, 2026. Clinkerisation capacity increased by 1.01 MTPA to 5.62 MTPA, while cement grinding capacity grew by 0.73 MTPA to 4.38 MTPA. Following this addition, the company's total aggregate capacity reached 16.95 MTPA for clinkerisation and 27.17 MTPA for cement grinding. In FY26, the Jayanthipuram plant operated at 84% utilization for clinker and 57% for cement.
உச்சம் நம்பிக்கை
என்ன மாறியதுRamco Cements completed debottlenecking at Jayanthipuram, raising facility clinker and grinding capacities by 1.01 MTPA and 0.73 MTPA, respectively.
ஏன் இது முக்கியம்Debottlenecking represents a low-cost, immediate expansion method that increases total company grinding capacity to 27.17 MTPA, supporting volume growth in South and East India.
📅 குறுகிய காலம்Capacity is operational immediately ('already done'), providing ready headroom for volume ramp-up in the post-monsoon construction season.
📈 நீண்ட காலம்Enhances long-term operational scale and manufacturing efficiency by removing bottlenecks without heavy greenfield capital expenditures.
⚠ அபாய எச்சரிக்கைகள்
Low existing cement grinding utilization (57% at Jayanthipuram in FY26)
Regional cement pricing pressure across South India impacting realizations
👀 கவனிக்க வேண்டியவை
Monitor upcoming quarterly volume growth and overall capacity utilization trends, particularly whether grinding utilization can expand from the prior 57% level.
Ramco Cements: Cessation of ₹160/t Mineral Tax in TN to Save ~₹172 Cr Annually
The Ramco Cements Limited announced that following the enactment of the MMDR Amendment Act, 2026, it is no longer required to pay the Mineral Bearing Land Tax of ₹160 per tonne of limestone in Tamil Nadu effective 22 August 2026. The company paid ₹171.78 crore towards this tax in FY26 and ₹79.07 crore in FY27 to date. The cessation will directly reduce operating costs, with annual savings of ~₹172 crore representing roughly 26.6% of TTM PAT (₹645 crore), significantly aiding cash flows and operating margins.
உச்சம் நம்பிக்கை
என்ன மாறியதுRamco Cements ceased paying the Tamil Nadu Mineral Bearing Land Tax of ₹160/tonne of limestone effective 22 August 2026 pursuant to the MMDR Amendment Act, 2026.
ஏன் இது முக்கியம்The removal of this tax eliminates ~₹172 crore of annual operating expenses, directly expanding operating margins and boosting bottom-line profitability.
Levy rate eliminated: Rs.160/- per tonneTax paid in FY26: ரூ. 171.78 கோடிTax paid in FY27 till date: ரூ. 79.07 கோடிEffective date: 22nd ஆகஸ்ட் 2026FY26 tax vs TTM PAT: ~26.6%
📅 குறுகிய காலம்Immediate positive sentiment driver; will lower unit raw material costs starting from Q2 FY27.
📈 நீண்ட காலம்Structurally enhances operational profitability in South India and accelerates free cash flow generation for debt reduction.
⚠ அபாய எச்சரிக்கைகள்
Potential legal disputes or counter-litigation by State Governments contesting Central restrictions on mineral taxation.
👀 கவனிக்க வேண்டியவை
Track Q2 and Q3 FY27 earnings for concrete margin expansion in EBITDA/tonne and monitor potential legal challenges by state governments regarding mineral taxation authority.
1QFY27 Results: Revenue up 10% to ₹2,276 Cr, PAT drops 63% on fuel costs and new taxes
The Ramco Cements reported a 10% YoY revenue growth to ₹2,276 cr for 1QFY27, supported by a 12% increase in sales volume to 44.80 lac tons. However, profitability was severely hit with PAT falling 63% YoY to ₹32 cr and EBITDA per ton compressing from ₹981 to ₹681. The decline was driven by a 9% YoY rise in power and fuel costs and a new ₹39 cr mineral-bearing land tax in Tamil Nadu. Despite margin pressure, the company is proceeding with its ₹800 cr FY27 capex plan to reach 31 MTPA capacity.
உச்சம் நம்பிக்கை
என்ன மாறியது1QFY27 results reveal a significant margin squeeze despite healthy volume growth, primarily due to external energy shocks and a new state-level mineral tax.
ஏன் இது முக்கியம்The sharp decline in EBITDA/ton highlights the company's current vulnerability to input cost inflation and limited pricing power in its core Southern markets.
📅 குறுகிய காலம்The stock may face pressure in the short term due to the substantial PAT miss and the impact of the new mineral tax on margins.
📈 நீண்ட காலம்Long-term prospects depend on successful capacity expansion to 31 MTPA and debt reduction through non-core asset sales, though energy cost volatility remains a structural risk.
⚠ அபாய எச்சரிக்கைகள்
Fuel cost volatility (up 24% QoQ)
Regulatory risk (new TN mineral land tax)
Rising net debt levels
Currency depreciation (INR at ~96.5/USD) impacting imported fuel
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's ability to implement price hikes to offset the new TN mineral tax and volatile fuel costs. Key execution milestones include the commissioning of the 15 MW WHRS and Kiln Line-2 at Kolimigundala during FY27.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
22% EBITDA Decline in Q1 FY27 Despite 12% Volume Growth
Ramco Cements reported a 10% YoY revenue growth to ₹2,276 cr for Q1 FY27, supported by a 12% increase in sales volume to 4.48 million tons. However, EBITDA fell 22% to ₹314 cr as margins contracted from 19% to 14% due to a 5% drop in realization and higher input costs. Profitability was further hit by a new ₹160/ton limestone tax in Tamil Nadu, costing the company ₹39 cr this quarter. Total debt rose to ₹4,007 cr from ₹3,852 cr in March 2026, while the company maintains an ₹800 cr capex guidance for FY27.
உச்சம் நம்பிக்கை
என்ன மாறியதுProfitability margins compressed significantly to 14% from 19% YoY due to a 5% drop in realization and a new state-level limestone tax.
ஏன் இது முக்கியம்The results demonstrate that volume growth is currently being offset by regional pricing pressure and increased taxation, impacting the company's ability to deleverage as debt rose this quarter.
📅 குறுகிய காலம்The stock may face pressure due to the sharp decline in EBITDA and PBT, alongside the unexpected impact of the new Tamil Nadu mineral tax.
📈 நீண்ட காலம்Structural growth remains tied to the expansion to 31 MTPA and non-core asset monetization, but sustained profitability depends on a recovery in cement prices.
⚠ அபாய எச்சரிக்கைகள்
Regional taxation headwinds in Tamil Nadu
Rising debt levels
High sensitivity to fuel prices and rupee depreciation
👀 கவனிக்க வேண்டியவை
Monitor the outcome of the industry's representation to the Tamil Nadu government regarding the limestone tax reduction. Watch for stabilization in cement realizations in South India and the execution of the 31 MTPA capacity expansion target by FY27.
Ramco Cements Q1 Net Profit Drops 78% YoY to ₹31.86 Cr; Margins Contract to 14%
The Ramco Cements Limited reported a weak set of results for Q1 FY27, with Net Profit declining 78.2% YoY to ₹31.86 Cr. Total Income fell 13.1% YoY to ₹2,276.18 Cr, primarily driven by pricing pressure in the South Indian cement market. Operating margins saw a significant contraction, dropping to 14% from 19% in the same quarter last year. However, the company continues its deleveraging trend, with the Debt-Equity ratio improving to 0.49 from 0.62 YoY.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company experienced a sharp decline in both top-line and bottom-line performance compared to the previous year, though it showed sequential improvement in revenue compared to Q4 FY26.
ஏன் இது முக்கியம்The results highlight the severe impact of limited pricing power and regional demand-supply dynamics on profitability, despite the company's strong brand and backward integration.
Revenue from Operations (Q1 FY27): ₹2,268.97 கோடிNet Profit (Q1 FY27): ₹31.86 கோடிOperating Margin: 14%Debt-Equity Ratio: 0.49Revenue vs TTM Revenue: ~25.1%
📅 குறுகிய காலம்The stock may face downward pressure in the short term due to the significant YoY earnings miss and margin compression.
📈 நீண்ட காலம்Long-term prospects depend on the company's ability to reach 80% capacity utilization and successfully diversify into construction chemicals to offset cement price volatility.
⚠ அபாய எச்சரிக்கைகள்
Continued pricing pressure in South India
Contingent liability of ₹258.63 Cr regarding CCI penalty
Volatility in fuel and transportation costs
👀 கவனிக்க வேண்டியவை
Investors should monitor cement price recovery in South India and the company's progress toward its ₹1,000 Cr non-core asset monetization target. The next key trigger will be the management's commentary on volume growth and cost-saving measures from WHRS expansions.
The Ramco Cements Limited has successfully monetized ₹1,106.47 crore through the disposal of non-core assets, surpassing its original target of ₹1,000 crore set in November 2024. The latest realization of ₹25.65 crore follows a significant monetization of ₹1,080.82 crore reported in February 2026. This total monetization represents approximately 13.6% of the company's net worth and is a key part of its strategy to reduce its ₹3,871 crore debt. The company had previously indicated a proposal to dispose of assets worth an additional ₹200 crore in December 2025, suggesting further deleveraging potential.
உச்சம் நம்பிக்கை
என்ன மாறியதுThe company has officially exceeded its ₹1,000 crore non-core asset monetization target, reaching a total of ₹1,106.47 crore.
ஏன் இது முக்கியம்This is a significant deleveraging move for a capital-intensive business; the proceeds help reduce the ₹3,871 crore debt burden, which is critical given the current pricing pressure in the cement industry.
Total Monetization: ₹1,106.47 கோடிLatest Realization: ₹25.65 கோடிOriginal Target: ₹1,000 கோடிMonetization vs Debt: ~28.6%Monetization vs Net Worth: ~13.6%
📅 குறுகிய காலம்Positive sentiment is expected as the company demonstrates successful execution of its stated deleveraging strategy.
📈 நீண்ட காலம்Structural improvement in the balance sheet through debt reduction will likely lead to lower interest expenses and improved net profit margins over the coming years.
👀 கவனிக்க வேண்டியவை
Investors should monitor the upcoming quarterly results to see how these proceeds have impacted interest costs and the Debt-to-Equity ratio. Watch for the execution of the remaining ~₹200 crore disposal proposal mentioned in previous communications.
Ramco Cements Files Second Motion Petition for Merger with Ramco Windfarms
The Ramco Cements Limited (RAMCOCEM) has provided an update on its ongoing scheme of amalgamation with Ramco Windfarms Limited. Following the NCLT Chennai Bench's approval of the first motion application on May 27, 2026, the transferor company has now filed the second motion petition. This petition was officially numbered by the Tribunal on June 17, 2026, marking a significant procedural step toward the completion of the merger.
முக்கிய அம்சங்கள்
Scheme involves the amalgamation of Ramco Windfarms Limited into The Ramco Cements Limited.The NCLT Chennai Bench allowed the first motion application on May 27, 2026.The second motion petition was filed and officially numbered on June 17, 2026.This update follows the company's previous regulatory disclosure made on June 1, 2026.
👀 கவனிக்க வேண்டியவை
Investors should monitor for the final NCLT order and the effective date of the merger, which aims to consolidate the group's wind energy assets into the main cement business.
Ramco Cements: NCLT Chennai Bench Approves First Motion for Ramco Windfarms Amalgamation
The National Company Law Tribunal (NCLT), Chennai Bench, has allowed the first motion application regarding the scheme of amalgamation for Ramco Windfarms Limited as per its order dated May 27, 2026. This is a key procedural milestone in the merger process that was previously updated on November 5, 2025, and March 17, 2026. The tribunal has directed the filing of the second motion application within 14 days from the date of receipt of the order. This consolidation is expected to streamline the group's corporate structure.
முக்கிய அம்சங்கள்
NCLT Chennai Bench allowed the first motion application on May 27, 2026.The company is required to file the second motion application within 14 days of order receipt.The amalgamation process involves Ramco Windfarms Limited and follows a timeline starting November 2025.Successful completion of the scheme will likely lead to operational and administrative synergies for Ramco Cements.
👀 கவனிக்க வேண்டியவை
Investors should track the 14-day deadline for the second motion filing and await final NCLT approval for the completion of the amalgamation.
Ramco Cements Sets August 13, 2026, as Record Date for Dividend and AGM Voting
The Ramco Cements Limited has officially fixed August 13, 2026, as the record date for determining shareholder eligibility for the dividend of the financial year 2025-26. This date also serves as the cutoff for identifying shareholders entitled to participate in e-voting for the Annual General Meeting (AGM). The AGM is scheduled to take place on August 20, 2026, where the dividend will be formally declared. Investors must hold the shares in their demat accounts by this record date to receive the payout.
முக்கிய அம்சங்கள்
Record date for dividend eligibility fixed as August 13, 2026Annual General Meeting (AGM) scheduled for August 20, 2026Dividend pertains to the financial year 2025-26Record date also determines eligibility for e-voting at the upcoming AGM
👀 கவனிக்க வேண்டியவை
Investors interested in the dividend should ensure they purchase shares at least one day prior to the ex-dividend date to be reflected in the records by August 13.
Ramco Cements FY26 PAT Jumps 66% to ₹694 Cr; Debt-Equity Ratio Improves to 0.47x
The Ramco Cements reported a robust performance for FY26, with revenue growing 6% to ₹9,056 crore and PAT surging 66% to ₹694 crore, aided by non-core asset sales. EBITDA per ton improved significantly to ₹788 from ₹690 in the previous year, driven by higher average cement prices and a 40% share of green power. The company successfully reduced its total borrowings by ₹800 crore, bringing the debt-equity ratio down to 0.47x from 0.62x. Despite a new mineral tax in Tamil Nadu impacting costs by ₹150 crore, operational efficiencies and premium product growth supported overall margins.
முக்கிய அம்சங்கள்
FY26 Revenue grew 6% YoY to ₹9,056 crore, with Q4FY26 revenue rising 9% to ₹2,618 crore.EBITDA per ton for FY26 increased to ₹788 from ₹690, reflecting better pricing and cost control.Total borrowings reduced by ₹800 crore to ₹3,852 crore, significantly improving the balance sheet strength.Green power share increased to 40% in FY26, helping mitigate fuel cost volatility and rupee depreciation.Exceptional profit of ₹573 crore from the sale of non-core assets significantly boosted the annual bottom line.
👀 கவனிக்க வேண்டியவை
Investors should take note of the significant debt reduction and the company's ability to maintain margins despite cost pressures like the new mineral tax. The increasing share of green power and premium products makes the company well-positioned for sustainable growth.
Ramco Cements Recommends ₹2.50 Dividend; FY26 Net Profit Surges 66% to ₹693.62 Cr
The Ramco Cements Limited reported a robust financial performance for FY26, with standalone net profit rising 66% year-on-year to ₹693.62 crore. The Board has recommended a final dividend of ₹2.50 per share, maintaining its commitment to shareholder returns. Total revenue for the year crossed the ₹9,000 crore milestone, driven by steady operational growth. However, a significant portion of the profit growth was aided by exceptional gains of ₹553.22 crore from the sale of investments and surplus land.
முக்கிய அம்சங்கள்
Recommended a final dividend of ₹2.50 per equity share for the financial year ended March 31, 2026.Standalone Net Profit for FY26 jumped to ₹693.62 crore compared to ₹417.39 crore in FY25.Annual Revenue from operations grew 6% YoY to reach ₹9,012.57 crore.Exceptional items contributed ₹553.22 crore to the profit, including gains from land and investment sales.The company continues to contest a ₹258.63 crore CCI penalty in the Supreme Court without making a provision.
👀 கவனிக்க வேண்டியவை
Investors should take note of the strong revenue growth and steady dividend payout, though the core operational margins should be monitored as exceptional gains significantly boosted the bottom line. The stock remains a solid play in the cement sector for long-term investors.
Ramco Cements Wins ₹66.65 Crore Excise Duty Dispute; Order Dropped by Authority
The Ramco Cements Limited has received a favorable order regarding a significant excise duty dispute. The Original Authority has dropped a claim of ₹66.65 crores related to the levy of excise duty based on MRP for bagged cement. This resolution significantly reduces the company's potential legal liabilities, with remaining similar disputes now totaling only ₹1.60 crores. The outcome is a positive development for the company's financial risk profile.
முக்கிய அம்சங்கள்
Excise duty claim of ₹66.65 crores regarding MRP-based levies for bagged cement has been dropped.The favorable order was passed by the Original Authority on May 15, 2026, and received on May 18, 2026.Remaining disputes of a similar nature with statutory authorities now stand at a minimal ₹1.60 crores.This update resolves a material litigation originally disclosed to exchanges on August 14, 2023.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive reduction in contingent liabilities and legal risk. No immediate action is required as this clears a potential future cash outflow rather than providing a fresh cash inflow.
Ramco Cements Gets CRISIL AA+/Stable for Rs 500 Cr NCDs; A1+ Reaffirmed for Rs 900 Cr CP
CRISIL Ratings has assigned a new 'CRISIL AA+/Stable' rating to The Ramco Cements Limited's Rs 500 crore Non-Convertible Debentures. Simultaneously, the agency reaffirmed the 'CRISIL A1+' rating for the company's Rs 900 crore Commercial Paper programme. These high-grade ratings signify a very strong degree of safety and low credit risk for the company's debt instruments. This credit profile supports the company's operational stability and expansion plans by ensuring access to competitive capital rates.
முக்கிய அம்சங்கள்
Assigned 'CRISIL AA+/Stable' rating for Rs 500 crore Non-Convertible Debentures (NCDs)Reaffirmed 'CRISIL A1+' rating for Rs 900 crore Commercial Paper (CP) programmeRatings indicate a high degree of safety regarding timely servicing of financial obligationsThe 'Stable' outlook suggests the company's credit profile will remain steady in the medium term
👀 கவனிக்க வேண்டியவை
The high credit ratings confirm the company's strong balance sheet and ability to manage debt efficiently. Investors should view this as a positive indicator of financial health, supporting the company's long-term growth stability.
Ramco Cements Sells Non-core Assets for ₹59.56 Cr; Total Disposals Reach ₹1,080.82 Cr
The Ramco Cements Limited has sold non-core land assets worth ₹59.56 crores to Rainbow Foundations Limited as part of its ongoing monetization strategy. This transaction brings the total value of non-core assets disposed of to ₹1,080.82 crores, successfully exceeding the company's initial target of ₹1,000 crores set in Q2FY25. The company is now working towards an additional disposal target of ₹200 crores announced in December 2025. All proceeds from these sales are being utilized specifically to reduce the company's debt, which is expected to improve its financial health.
முக்கிய அம்சங்கள்
Sold non-core land assets worth ₹59.56 crores to Rainbow Foundations Limited on February 26, 2026.Total non-core asset disposals have reached ₹1,080.82 crores, surpassing the initial ₹1,000 crore target.Company is currently pursuing a further disposal target of approximately ₹200 crores.Proceeds from these asset sales are being used to reduce the company's outstanding debt.The transaction was conducted at arm's length and does not involve related parties.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive step towards deleveraging the balance sheet and improving interest coverage ratios. Monitor the upcoming quarterly reports to track the actual reduction in net debt and its impact on profitability.
Ramco Cements to Reach 31.14 MTPA Capacity by FY27 via Major Expansions
The Ramco Cements Limited has announced a comprehensive expansion roadmap to reach 31.14 MTPA cement and 20.72 MTPA clinker capacity by the end of FY27. The company has already completed a 2 MTPA capacity addition at its Ariyalur plant through de-bottlenecking. Additional de-bottlenecking projects in Tamil Nadu and Andhra Pradesh are expected to add 1.7 MTPA of cement capacity by June 2026. Furthermore, the company has doubled its planned cement capacity at the Kolimigundla brownfield site to 3 MTPA, maintaining an investment limit of Rs. 1,250 crores.
முக்கிய அம்சங்கள்
Completed 2 MTPA cement capacity addition at Ariyalur plant, increasing it to 5.5 MTPA.Ongoing de-bottlenecking at Ramasamy Raja Nagar and Jayanthipuram to add 1.7 MTPA cement capacity by mid-2026.Revised Kolimigundla brownfield expansion to 3 MTPA cement capacity, up from the previously planned 1.5 MTPA.Total cement capacity projected to reach 31.14 MTPA by the end of FY27.Kolimigundla project investment of Rs. 1,250 crores to be funded via 70% borrowing and 30% internal accruals.
👀 கவனிக்க வேண்டியவை
Investors should look favorably on this aggressive capacity growth which positions the company for higher market share in South India. Monitor the execution of the Kolimigundla project and the impact of the 70% debt funding on the company's leverage ratios.
Ramco Cements Q3FY26: Revenue Up 7% to ₹2,119 Cr; PAT Rises to ₹387 Cr on Land Sale Gains
Ramco Cements reported a 7% YoY revenue growth to ₹2,119 crores for Q3FY26, driven by a 4% increase in cement volumes and a massive 79% surge in construction chemicals. While EBITDA grew slightly by 3% to ₹298 crores, margins were pressured by a new mineral tax in Tamil Nadu and higher fuel costs, leading to a lower EBITDA per ton of ₹651. The bottom line was significantly boosted by a ₹506 crore profit from land sales, resulting in a PAT of ₹387 crores. Net debt has improved to ₹4,145 crores, and the company successfully exceeded its non-core asset monetization target.
முக்கிய அம்சங்கள்
Net Revenue increased 7% YoY to ₹2,119 crores, with construction chemicals revenue growing 74% to ₹90 crores.PAT rose to ₹387 crores, largely supported by a net exceptional gain of ₹479 crores primarily from land monetization.Net debt reduced by ₹336 crores since March 2025 to ₹4,145 crores, with the cost of debt falling to 7.10%.Green energy usage reached a record 47%, helping offset rising fuel costs and currency depreciation impacts.Operational EBITDA per ton declined slightly to ₹651 from ₹666 due to a ₹47 crore impact from the new Tamil Nadu mineral tax.
👀 கவனிக்க வேண்டியவை
Investors should view the debt reduction and successful non-core asset monetization as strong positives for the balance sheet. While operational margins face regional tax headwinds, the company's expansion toward 31 MTPA by March 2027 remains a key long-term growth driver.
Ramco Cements 3QFY26 PAT up 19% YoY to ₹387 Cr; Net Debt reduced to ₹4,145 Cr
Ramco Cements reported a 19% YoY increase in standalone Profit After Tax (PAT) to ₹387 crore for 3QFY26, significantly aided by a ₹506 crore profit from the sale of non-core assets. Revenue grew 7% YoY to ₹2,119 crore, while cement sales volumes increased 5% to 44.33 lac tons. Despite a 6% sequential drop in cement prices and a new mineral land tax in Tamil Nadu impacting costs by ₹47 crore this quarter, the company successfully reduced its net debt to ₹4,145 crore. The company remains on track to reach a total capacity of 31 MTPA by March 2027.
முக்கிய அம்சங்கள்
Standalone Revenue for 3QFY26 increased by 7% YoY to ₹2,119.10 crore.Profit After Tax (PAT) rose 19% YoY to ₹387 crore, supported by ₹506 crore profit from non-core asset sales.Net Debt decreased from ₹4,481 crore in March 2025 to ₹4,145 crore in December 2025.Construction Chemicals sales grew significantly by 79% YoY in 3QFY26 to 1.54 lac tons.Green power share increased to 47% in 3QFY26 compared to 39% in the previous year.
👀 கவனிக்க வேண்டியவை
Investors should view the debt reduction and non-core asset monetization as positive steps for balance sheet strengthening. Monitor the impact of the new mineral tax in Tamil Nadu and regional price volatility on core operating margins.
Ramco Cements Q3 Net Profit Rises to ₹387 Cr Aided by ₹479 Cr Exceptional Gain
Ramco Cements reported a standalone net profit of ₹386.91 crore for Q3 FY26, significantly boosted by a net exceptional gain of ₹479.05 crore primarily from the sale of investments. However, core operational performance was weak, with profit before exceptional items falling to ₹6.58 crore from ₹100.24 crore in the previous quarter. Revenue from operations grew 6.3% YoY to ₹2,101.46 crore but declined 6% sequentially. Operating margins saw a sharp contraction to 11% from 18% in the preceding quarter, indicating significant pressure on core profitability.
முக்கிய அம்சங்கள்
Net Profit after tax reached ₹386.91 crore, heavily influenced by a ₹479.05 crore net exceptional gain.Profit before exceptional items plummeted to ₹6.58 crore compared to ₹100.24 crore in Q2 FY26.Revenue from operations stood at ₹2,101.46 crore, up 6.3% YoY but down 6% QoQ.Operating margin contracted to 11% in Q3 FY26 from 18% in the previous quarter and 15% YoY.Exceptional items included a ₹505.62 crore gain from investment sales, offset by a ₹26.57 crore provision for new labor codes.
👀 கவனிக்க வேண்டியவை
Investors should discount the high headline profit as it is driven by one-time asset sales rather than core business growth. The sharp decline in operating margins and core profit is a concern, and investors should wait for signs of margin recovery before increasing exposure.
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எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
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