Nuvoco Vistas Corporation Ltd (NUVOCO) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management guided for a significant cost increase of INR 100-120 per tonne in Q3, driven primarily by higher fuel expenses.
- Full-year FY27 capex is revised up to INR 1200 crores, with a further INR 800-900 crores planned for FY28.
- Net debt is expected to reduce from INR 5,000 crores back to March levels by year-end, aided by H2 cash flows.
Performance Overview
- Delivered a resilient performance in a challenging quarter, with volume growing 9% YoY and revenue by approximately 14% YoY.
- Achieved a historic high in premiumization at 45% of sales volume, supported by strong brand performance.
- Successfully commissioned the 2 million tonnes grinding unit at the Limda Cement Plant in Surat during the quarter.
- Faced significant cost pressures from a sharp jump in global input prices, particularly pet coke, and domestic coal supply disruptions.
- Executed an agreement for a 46.4 megawatt wind-solar hybrid renewable energy project in Rajasthan to improve long-term cost efficiency.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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