India Cements Achieves Turnaround in FY2025-26, Reports Strong Q1 FY27 Performance

India Cements Achieves Turnaround in FY2025-26, Reports Strong Q1 FY27 Performance​

The India Cements Limited, a subsidiary of UltraTech Cement Limited, reported a decisive turnaround during Fiscal Year 2025-26 and detailed robust growth markers at its 80th Annual General Meeting on Monday, August 10, 2026. The company highlighted the importance of structural growth in India's infrastructure market while detailing significant operational improvements and commitments to sustainability.

The Chairman addressed shareholders, noting that the global economic landscape remains complex due to geopolitical tensions and shifting trade policies. However, he pointed out that India stands out as a rapidly growing major economy amidst these uncertainties.

Cement Industry Outlook​

Globally, India is the second-largest cement producer, but its per capita consumption remains less than half the world average, indicating vast opportunity for growth fueled by rising homes and infrastructure projects. The domestic industrial sphere, supported by government investment in roads, railways, ports, airports, and affordable housing, continues to drive demand.

The cement industry itself grew by around 6% during the past year and is anticipated to maintain a healthy expansion pace, with new capacity additions strengthening the sector's leading players.

Performance Highlights for FY2025-26​

Following its integration into the UltraTech family, The India Cements successfully reversed prior losses and returned to profitability in FY 2025-26. The company reported a total income of Rs. 4,581 crores. This achievement is attributed to stronger volumes, improved realizations, disciplined cost management, and shared best practices across operations, procurement, and logistics following its acquisition by the UltraTech group.

The financial profile strengthened throughout the year, with the fourth quarter specifically showing a multiplication of profit compared to the prior year. Operationally, The India Cements maintains an installed capacity of 14.75 MTPA and has achieved a 70% capacity-utilisation rate.

Credit rating upgrades were noted, with the company achieving CARE AAA (Stable) for long-term instruments and CARE A1+ for short-term instruments.

Q1 FY27 Results Reflect Strong Improvement​

The company reported significant momentum in the first quarter of FY 27. Driven by improved operational efficiencies and cost discipline, sales volume grew 19% year-on-year to reach 2.58 million tonnes. EBITDA increased sharply by 72% year-on-year, reaching ₹159 crore.

The company reported a consolidated Profit After Tax (PAT) of ₹27 crore for the quarter, marking a substantial improvement from the loss of ₹133 crore in the corresponding quarter last year.

Key performance indicators for Q1 FY 27 are summarized below:

Sustainability and Future Focus​

Sustainability is defined as an integral component of creating long-term value at The India Cements. To reduce its environmental footprint, the company is increasing blended cements to lower clinker intensity and expanding alternative fuels and raw materials through co-processing, utilizing industrial byproducts such as fly ash and slag.

The commitment to cleaner energy involves investments in solar and wind power consumption, alongside introducing Waste Heat Recovery Systems (WHRS) at suitable manufacturing locations. Water stewardship remains a priority, with efforts focused on improving water-use efficiency and enhancing rainwater harvesting infrastructure across plants.

In addition to operational improvements, the company is committed to social impact through initiatives concerning education, healthcare, livelihood creation, and community development in the areas it serves. The management expressed confidence that, backed by the Aditya Birla Group and structural market tailwinds, the years ahead will bring profitable and inclusive growth for The India Cements.

INDIACEM Stock Price Movement​

Shares of The India Cements Limited today slipped by 1.41% to settle at ₹392.35 in post-market trading. The stock recorded a total traded volume of 117,136 shares during the session.