‹ All Posts
CA Sumit Mangla

18th Jul · SEBI-Registered Analyst

$INDIACEM Scales Green Power (RE+WHRS) from 6% to 80% by FY29; Q1FY27 Realisation ₹3,847/ton (+1.5% QoQ, +2% YoY)

$INDIACEM announced ambitious sustainability plans to ramp up green power usage via renewable energy (RE) and Waste Heat Recovery Systems (WHRS) from current ~6% to 80% by FY29. Alongside, Q1FY27 cement sales realisation improved to ₹3,847 per ton, up 1.5% QoQ from ₹3,791 and higher than ₹3,770 YoY. This was shared in company updates, NSE/BSE notifications, and analyst coverage. The green energy push will significantly cut power & fuel costs (major expense head), boost EBITDA margins, reduce carbon footprint, and enhance ESG credentials. High capex for RE/WHRS expansion could strain near-term cash flows and debt levels, especially with ongoing industry cost pressures (fuel inflation). Positive sector sentiment likely benefits $ULTRACEMCO , $SHREECEM $AMBUJACEM , $ACC , $RAMCOCEM.

#FundamentalViews#SectorBreakouts#HiddenGems#StockInNews#EquityResearch
664 likes·61 comments