Orient Cement Limited has announced the release of the transcript for its earnings conference call pertaining to the Unaudited Financial Results for the quarter and nine months ended December 31, 2025. The call was originally scheduled for January 30, 2026. The transcript is now available on the company's website, www.orientcement.com, and has been attached to the filing. The call featured insights from Mr. Vinod Bahety, Chief Executive Officer, and Mr. Rohit Soni, Chief Financial Officer, discussing the company's performance, strategic initiatives, and future outlook. Key discussions included volume growth, premiumization strategies, capacity expansions, cost management, and the proposed amalgamation of ACC and Orient Cement with Ambuja Cements, aimed at creating a unified One Cement Platform. The company highlighted industry-leading performance, increased market share, and progress on integration and optimization efforts. Financial performance for Q3 FY26 showed strong revenue growth, significant improvement in Profit After Tax (PAT) and Operating EBITDA, driven by higher volumes, improved realizations, and cost discipline. The company also touched upon ESG initiatives, digitalization, and community engagement. The management provided an update on the proposed amalgamation of ACC and Orient Cement with Ambuja Cements, describing it as a pivotal step towards a unified One Cement Platform designed to accelerate growth, enhance operational excellence, and improve capital efficiency. The integration of acquired assets is showing early operational success, with capacity utilization improving significantly. The company also detailed its capacity expansion plans, including the commissioning of new grinding units and debottlenecking initiatives, aiming to reach a total capacity of 155 million tons by March 2028. Premium cement volumes continue to be a strong value driver, with specific products like Ambuja Kawach and ACC Gold performing well. Cost leadership remains a key strategy, with ongoing efforts to reduce costs across the value chain, including kiln fuel, power, and logistics. The company is also expanding its renewable energy footprint to enhance sustainability and cost resilience. Discussions also covered the company's digital transformation efforts, including the launch of CiNOC (Cement Intelligent Network Operations Center), and its engagement with industry platforms to strengthen its ecosystem. The consolidated financial performance for Q3 FY26 was robust, with record quarterly sales volume and improved market share. Revenue saw a significant increase, supported by better realizations. PAT and EBITDA showed substantial year-on-year growth, with a focus on providing an apple-to-apple comparison by adjusting for exceptional items. The company reiterated its commitment to cost leadership and achieving specific cost targets by March 2027 and March 2028. The management also addressed investor queries regarding volume growth, renewable energy utilization, accounting policies, and expansion plans.
