The Ramco Cements Limited

Investor Update

Consolidating Strengths. Ready for future

Q3 2021-22

Contents

01

02

03

04

Overview

05

Market update

06

Sales

07

Key Performance

08

Income Statement & Financial Analysis

Key Financial Ratios

Capex update

Glimpses of 1st Sustainability Report

The Ramco Cements Limited

Investor update Q3FY22

Overview

Overview of Economy

  • India's GDP growth for FY22 is expected to be in the range of 9% - 9.5%
  • During the second quarter, economy grew at the rate of 8.4%
  • Looking at the current trend, India is on course to achieve the $400-billion merchandise exports target for the current fiscal year

Positives

  • Revival of demand from rural housing, PMAY Scheme, commercial and industrial construction, infrastructure development by private and Government
  • 'PM Gati Shakti - National Master Plan (NMP)' launched for multi-modal connectivity to bring synergy for creation of world-class, seamless multimodal transport in India
  • Continued growth in middle class and urbanization
  • Good monsoon
  • Continued thrust by GoI on vaccination against CoVID 19

Watch outs

  • Fuel price stability
  • 3rd wave of Covid19
  • Initiatives to boost consumption in Budget 2022

The Ramco Cements Limited

Investor update Q3FY22

Market update for Q3FY22

South

East

  • Individual housing and Infra demand picked up
  • Above normal monsoon affected demand in Nov'21
  • Price increase to cover cost push could not sustain in Q3
  • Cement prices fell sharply during Dec'21
  • Volumes have grown by 22% YoY
  • Signs for demand recovery is visible
  • Share of premium products are growing steadily
  • Individual housing witnessed de-growth
  • Demand from Infra / Commercial segment have grown
  • Cement prices fell sharply during Dec'21
  • Price increase to cover cost push could not sustain in Q3
  • Volumes have grown in Orissa by 30% YoY
  • Orissa GP achieved full utilization in Q3
  • WB market was very weak both in price & volume in Q3

Company's strategy of right cement for right applications yielded positive results.

The company continue to focus on this to make its brand more stronger

The Ramco Cements Limited

Investor update Q3FY22

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Ramco Cements Ltd. published this content on 24 January 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 January 2022 12:13:01 UTC.