Overview
- Management guided to 9–9.5 million tonnes of January–March FY26 sales on stronger government project execution.
- The RMC footprint will expand from 19 to 45 plants within six to eight months, with roughly 45% of cement for these units sourced internally.
- Total cement capacity is projected to reach 72 MT by March 2026, with a long-term 80 MT goal paced to demand.
- A baseline capex of Rs 500 crore is planned for the next year, prioritising RMC rollout and logistics upgrades such as railway sidings.
- The company remains debt-free with about Rs 6,000 crore in cash, as the sector reports strong Q3 volume growth despite softer realisations and early signs of price improvement.