Ramco Cements investor meet moves to video conference

The Ramco Cements Limited announced that its upcoming investor meet, scheduled for August 13, 2026, will be conducted via video conference rather than as a physical gathering. The company issued the update on August 12, 2026, clarifying the change in format for stakeholders and market participants.

Meeting Details

The investor meet is organised by Equirus Securities Private Limited. While the original plan involved a physical venue at Sofitel in the Bandra-Kurla Complex (BKC), Mumbai, the management confirmed that participants should now expect a virtual session.

This communication serves as an update to a previous letter dated August 10, 2026, which had initially intimated the scheduling of the meet. The company requested all concerned parties to take this change on record.

Key Information

Date: August 13, 2026
Format: Video conference
Organiser: Equirus Securities Private Limited
Original Venue: Sofitel, BKC, Mumbai (now virtual)

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-1.66%	-2.89%	-2.09%	-20.22%	-14.19%	-8.78%

The Ramco Cements Limited reported a sharp decline in profitability for the first quarter of FY26, with consolidated net profit falling 63% year-on-year to ₹31.23 crore. The drop contrasts with a 9.6% rise in total income to ₹2,279.79 crore, highlighting a divergence between top-line growth and bottom-line performance. The results, approved by the Board on August 7, 2026, reflect softer operational margins despite higher revenue inflows.

The company’s net profit before tax stood at ₹40.39 crore, compared to ₹114.87 crore in Q1FY25. Operational earnings before exceptional items and tax were ₹27.77 crore, significantly lower than the ₹114.87 crore recorded in the corresponding quarter last year. This compression in core operating profits underscores margin pressure in the cement segment, even as revenue expanded.

Financial Highlights

Metric	Q1FY26 (₹ Cr)	Q1FY25 (₹ Cr)	Change
Total Income	2,279.79	2,080.00	+9.6%
Net Profit Before Tax	40.39	114.87	-64.8%
Net Profit After Tax	31.23	85.03	-63.3%
EPS (Basic)	₹1.32	₹3.60	-63.3%

Exceptional items contributed ₹12.62 crore to the current quarter’s profit, primarily from the sale of surplus lands. In contrast, no such gains were recorded in Q1FY25. The absence of exceptional income last year makes the current operational decline more pronounced when adjusted for one-off gains.

What the Numbers Show

The data reveals a critical dependency on non-operational items to sustain profitability. While total income grew nearly 10%, core operational profits (before exceptional items and tax) collapsed by over 75% compared to the prior year. This suggests that revenue growth did not translate into proportional margin expansion, likely due to input cost pressures or pricing dynamics in the cement market. Investors should note that without the ₹12.62 crore from land sales, the net profit before tax would have been just ₹27.77 crore, further widening the gap with the previous year’s figures.

Standalone results mirrored the consolidated trend, with net profit after tax at ₹31.86 crore versus ₹86.01 crore in Q1FY25. Total standalone income was ₹2,276.18 crore, up from ₹2,076.61 crore. The Statutory Auditors expressed an unmodified opinion on the unaudited results, which were prepared in accordance with Ind AS and SEBI LODR Regulations 33 and 52.