Orient Cement Ltd (ORIENTCEM) Q4FY26 Management Mirror - Mar-2026 Qtr
Volume and Demand Outlook
Management expects consolidated volumes to grow by approximately 8% year-over-year to 80 million tonnes in Mar'27, while anticipating softer industry demand growth of 5.0% to 5.5% due to inflationary pressures and a weak monsoon, marking a moderation from the Dec'25 Qtr and Sep'25 Qtr where double-digit volume growth and 8% industry demand growth were consistently targeted. The premium cement mix is expected to sustain at 36% of total trade sales. [Status: Downgraded]
3 more themes on the ELITE plan.