Q4 2026 Nuvoco Vistas Corporation Ltd Earnings Call Transcript
Key Points
- Nuvoco Vista Corp Ltd (BOM:543334) achieved the highest annual volume of 20.4 million tonnes and EBITDA of INR1,881 crores, marking the strongest performance in the company's history.
- The company expanded its premiumization base by 30 basis points year-on-year to 43% in FY26, establishing a stronger foundation for future growth.
- The Vadraj Cement project is progressing well and remains on schedule, with the clinker and grinding units planned for commissioning between Q3 FY27 and Q1 FY28.
- Nuvoco is establishing a bulk cement terminal in Gujarat, which will serve as a strategic distribution hub to expand its reach across the Gujarat market.
- The company is confident in the structural demand for cement, supported by government CapEx plans and housing schemes, which are expected to drive demand growth in the coming years.
- Nuvoco Vista Corp Ltd (BOM:543334) faces near-term headwinds from geopolitical uncertainty, rising fuel prices, currency volatility, and escalating raw material costs, which could pressure margins.
- The company experienced delays in its East debottlenecking plans, with some capacities now expected to come online later than initially planned.
- There are challenges with packaging costs due to increased granule prices, which have risen significantly, impacting the company's cost structure.
- Rake availability for clinker movement has been a problem, as rakes are being diverted to power plants, affecting logistics and potentially limiting production capacity.
- The company is facing challenges in maintaining bag availability due to granule shortages, which could disrupt production if not managed effectively.
Ladies and gentlemen, good day, and welcome to the Nuvoco Vistas Corporation Limited Q4 FY26 earnings conference call. (Operator Instructions)
I now hand the conference over to Mr. Bishnu Sharma, Head of Investor Relations from Nuvoco. Thank you, and over to you.
Good evening, everyone, and a warm welcome to Nuvoco's FY26 earnings call. We appreciate you taking the time to listen to us.
Let me begin by sharing with you a few key highlights as we reflect on our performance in fiscal year 2026. We ended on a high note and delivered the strongest annual performance for Nuvoco. We achieved the highest volume of 20.4 million tonnes and EBITDA of INR1,881 crores in the history of the company.
We expanded our industry-leading premiumization base by 30 basis points year-on-year to 43% in FY26 and thus establishing a stronger base going forward. The fourth quarter was also a landmark quarter as we, for the first time, reached 6 million tonne volumes with a historic high
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