1. At a Glance
Orient Cement’s Q1 FY26 was a bag full of surprises. Revenue hit ₹866 Cr (+24% YoY) and net profit skyrocketed to ₹205 Cr (459% YoY), thanks to margin expansion (OPM 21%). Stock trades at ₹252, down 22% YoY, despite an Adani-backed ownership shake-up.
2. Introduction with Hook
Imagine a struggling indie band suddenly getting signed by a mega record label. That’s Orient Cement post-Adani (via Ambuja). Overnight, promoter stake jumped to 72.7%, and the cement bags started printing profits like never before.
3. Business Model (WTF Do They Even Do?)
- Manufacture and sell cement across southern and western India.
- Plants at Devapur (Telangana), Chittapur (Karnataka), Jalgaon (Maharashtra).
- Punchline: “They take limestone, crush it, heat it, and sell it back to you as infrastructure dreams.”
4. Financials Overview
- Revenue: ₹866 Cr (+24% YoY)
- Operating Profit: ₹183 Cr (OPM 21%)
- Net Profit: ₹205 Cr (+459% YoY)
- EPS: ₹10 (vs
