India Cements Ltd reported a consolidated net profit of ₹88.1 million for Q2 FY26, reversing last year’s loss. Revenue from operations stood at ₹11.17 billion, supported by improved realizations and cost controls. The board approved a ₹2,014 crore investment plan for modernization and capacity expansion to boost competitiveness.
India Cements Ltd (ICL), now part of the Aditya Birla Group, has posted a consolidated net profit of ₹88.1 million for the September 2025 quarter, marking a strong turnaround from a net loss of ₹339.13 million in the same period last year. The company’s revenue from operations rose to ₹11.17 billion, driven by better pricing and operational efficiencies.
Major Takeaways:
Revenue Performance: India Cements recorded ₹11.17 billion in Q2 FY26 revenue, reflecting a year-on-year recovery supported by higher cement realizations and stable demand across southern and western markets.
Profit Rebound: The company swung to a net profit of ₹88.1 million, reversing a significant loss in Q2 FY25. This was attributed to cost optimization, logistics streamlining, and improved plant utilization.
Expansion Strategy: The board approved a ₹2,014 crore investment plan, including:
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₹1,574 crore for modernization of existing plants
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₹440 crore for capacity enhancement to meet future demand
Capacity Outlook: ICL currently operates with a 14.75 million tonne capacity, and the new investment will add strategic volume to support infrastructure and housing growth.
Operational Efficiency: The company reported lower power and fuel costs, and improved clinker-to-cement ratios, contributing to margin recovery.
Leadership Commentary: Management emphasized that the investment will strengthen competitive positioning, improve energy efficiency, and support sustainable growth in the medium term.
Notable Updates:
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India Cements is exploring green cement technologies and alternative fuels to align with ESG goals.
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The company remains optimistic about Q3 performance, with festive construction activity and government infrastructure spending expected to drive volumes.
With a return to profitability and a bold expansion roadmap, India Cements is positioning itself for long-term resilience and market leadership in India’s dynamic cement sector.
Sources: Business Standard, Rediff Money, LiveMint