Q4 2026 Heidelbergcement India Ltd Earnings Call Transcript
Key Points
- HeidelbergCement India Ltd (BOM:500292) reported a 19.8% increase in EBITDA compared to the previous year.
- The company is now completely debt-free after repaying an interest-free loan of INR687 million.
- A dividend of INR7 per share was recommended, reflecting strong operational cash flow.
- The company has been declared the preferred bidder for two mining leases in Madhya Pradesh, securing future raw material supply.
- The share of premium products in total trade volumes increased to 52%, up by 9% year-on-year.
- Pricing pressures were noted, with a decrease of INR105 at the gross price level on a quarterly basis.
- The geopolitical developments and conflicts in West Asia have created uncertainty in global markets, impacting commodity prices.
- Elevated headline inflation and currency depreciation remain concerns, particularly due to significant expenditure on imports.
- The company anticipates a cost increase of INR100 to INR150 per tonne in the near term due to rising fuel costs.
- Central India, a key market for the company, has been experiencing prolonged pricing pressure due to increased competition and capacity expansions.
Ladies and gentlemen, good afternoon, and welcome to the earnings conference call of HeidelbergCement India Limited for the quarter and year ended March 31, 2026, hosted by PhillipCapital India Private Limited. (Operator Instructions) Please note that this conference is being recorded.
I will now hand the conference over to Mr. Vaibhav Agarwal from PhillipCapital India Private Limited for opening remarks. Thank you, and over to you.
Thank you, Ryan. Good afternoon, everyone. On behalf of PhillipCapital India Private Limited, we welcome you to the earnings call for the quarter earlier ended March 31, 2026 of HeidelbergCement India Limited.
On the call, we have with us Mr. Joydeep Mukherjee, Managing Director; Mr. Anil Sharma, Chief Financial Officer; and Mr. Amit Angra, Head Investor Relations and Senior Vice President Finance of HeidelbergCement India Limited.
I would like to mention on behalf of HeidelbergCement India Limited and its management that certain statements
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
