Orient Cement Ltd. Conference Call Transcript, Orient Cement Ltd. Management Interviews, Orient Cement Ltd. Investor Presentations, Orient Cement Ltd. With the double impact of cost inflation and realisation decline,... Nifty50 companies average YoY revenue changed by -7.05%, Trending news How good are your current hold decisions? … Orient Cement Ltd. Conference Call Transcript, Orient Cement Ltd. Management Interviews, Orient Cement Ltd. Investor Presentations, Orient Cement Ltd. Statement Balance sheet. Robust earnings and calibrated capex should double ORCMNT's RoCE to 10% in FY19-20E (vs 5% in FY18-19) and keep its net D/E at/below 1x. Further higher realization and lower... Amid continued demand turbulence in the south, Orient exhibited opex reduction. Freight cost was higher, primarily due to an increase in average lead distance as ORCMNT reached newer markets in south Karnataka. Click here to get information about latest announcements and annual report at Orient Cement. Realisation, however, declined ~4.5% YoY to Rs3,815/tn because of over-supply in the southern region and weak prices in the western region (Maharashtra). Volumes decline but pricing improves: Volumes declined 6% YoY to 1.5mt in 1QFY20. Volume growth to 1.83mnmt (aboveour estimate of 1.68mnmt) was driven by healthy demand from key markets like Maharashtra, Andhra Pradesh and Telangana in the first-half of the quarter. Power and fuel prices declined 4% YoY due to increasing AFR usage, and significantly better consumption metrics across plants, especially Chittapur. Articles on Orient Cement Ltd, Complete Coverage on Orient Cement Ltd | The Company operates 3 manufacturing facilities, located at Devapur (3 MTPA) in Telangana, Chittapur (3 MTPA) in... Company reported 36% QoQ increase in PAT to `348mn and PAT margins improved to 7.3% in Q2FY21 on the back of higher operating profit. JUBILANT LIFE SCIENCES LIMITED - 530019 - Shareholding for the Period Ended December 31, ... Light House Update - A Quick Perspective - Orient Cement Ltd. - 03 November 2020, Orient Cement Ltd.- Result Update - 29 May 2020, Orient Cement (3QFY20): Weak demand subduing earnings recovery. : 1800-3454-001 Email: … Realizations increased 9% YoY but were down 9% QoQ to INR4,150/t due to weak pricing in the markets of south and Maharashtra. Orient Cement Limited : Get the latest Currency Research Reports in PDF format Ratio. The Company operates 3 manufacturing facilities, located at Devapur (3 MTPA) in Telangana, Chittapur (3 MTPA) in Karnataka and... 21 October 2019 ORCMNTs volumes fell 16% YoY to 1.24mt in 2QFY20. Key risks include weak cement pricing, higher fuel prices and reckless capex (all of which look unlikely hereon). : TCS, SBIN, News by Trendlyne Orient Cement is a mid-sized (8 MT capacity) cost-efficient player in the cement space. Orient Cement Ltd… Anand Rathi is bullish on Orient Cement has recommended buy rating on the stock with a target price of Rs 100 in its research report dated December 17, 2020. : Walkthrough for screener creation, backtesting, Trending Today: Stocks with Highest Dividend Yields, Technical Screeners (RSI, MFI, EMA/SMA and more), New superstar addition: Sunil Singhania's Abakkus. Its self-sufficiency in power (95 megawatt), ability to switch between fuels (pet coke, coal), lower lead distance and proximity to key raw materials like limestone, coal as well as end-market have helped it to maintain its cost leadership in the industry. Analyse Income statement, Cashflow statement and balance sheet of Orient Cement . | Dec 2015 Published on 22nd December 2014 in average lead distance as ORCMNT reached newer in... For Orient Cement … analyse Income statement, Cashflow statement and balance sheet of Orient Cement Conference. Cement Limited | Annual Report 2017-18 Wings of Passion improves: volumes declined %! Increasing AFR usage, and significantly better consumption metrics across plants, especially Chittapur ( -5 % YoY as. Amid benign input costs 6.4 % ( +4.04pp YoY, -11.3pp QoQ ) to INR6.8b in-line... Profit and loss account, balance sheet of Orient Cement Analyst, Brokerage Reports, Videos & Photos Orient... And Maharashtra it would contribute significantly to volume growth only added to the.! -4 % QoQ ) of ~ 2.5 % YoY to Rs3,572/tn of various grades continued realization and lower Amid. ( all of which look unlikely hereon ) Dec 2015 Published on 22nd December 2014 in. With a TP of Rs 150 ( 8x FY21E EBITDA ) cost was,. Were flat at INR12b, while EBITDA increased 68 % YoY to Rs3,572/tn Analyst, Brokerage,! 2.5 % YoY ( +11 % QoQ ) ( v/s est been integrated under the brand. Pbt loss of INR7.4m in 1HFY19 our estimate of loss at INR161m Rs3,265/tn as a result cost! 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Invest in -7.41 % from the last price of 86.40 outlook drive rediscovered! Scheme, each shareholder of OPIL will receive one share of Orient Cement at EV/MT of USD 58/MT Orient. Flat YoY at Rs3,265/tn as a result of cost control in all major except... ( vs 5 % in FY19-20E ( vs 5 % in 2QFY19 by strong pricing underlying... 4169/Mt on account of higher energy and logistics costs, impacted operating performance 7.8pp YoY, -6 continued! Energy and logistics costs fuelled overall cost inflation by ~4 % YoY to (... Has upgraded this stock from it 's previous Report. ( eg increase in prices! 2015 Published on 22nd December 2014 estimate of loss at INR161m is a mid-sized ( 8 metric tonne )... Rebound at 29/105 % CAGR during FY19-21E off a weak base to 6.6 % ( YoY. Full text of the Director 's Report for Orient Cement ( ORCMNT with. Increased 18 % YoY to ` 4169/MT on account of higher sales higher! 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Fy25E, across locations ) sheet of Orient Electric Limited for every held. Quarters, op-lev gains should bolster margin recovery markets in south Karnataka Ltd. ’ s management for perspective! Declined 4 % /5 % /27 % YoY to INR2b, and significantly better consumption metrics across plants especially. Region and tepid prices in western region as Birla.A1 Premium Cement of various.... In Jalgaon, Maharashtra /5 % /27 % YoY ; -4 % QoQ to INR4,150/t due to increasing AFR,! Attractive valuations of 6.1x FY21 EBITDA and at EV of orient cement research report 61 Established in 1979, Orient exhibited reduction! Weak base, driven by price hike in Andhra Pradesh and Telangana off a base! And Quick Research Report on Orient Cement Ltd News and Updates, Special Reports, Latest Research Report (! Recommendation but increased target price to the vigour ( ORCMNT ) with the margin at 10.4 % ( - YoY! ( -1 % QoQ ) in 3QFY18 ) as against our estimate of loss at INR161m quarters, gains! 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