尽管能力利用率降低,成本上升,但Ramco Cements公司在Q2 FY26的利润却增加了三倍。 Ramco Cements tripled profit in Q2 FY26 despite lower capacity utilization and rising costs.

Ramco Cements的合并净利润增加了三倍,达到77.3-78克郎(Q2 FY26),比25-26克郎(crore)同比增加了三倍,其驱动因素是9%-9.5%的收入上升到2,239-2,245克郎。 Ramco Cements posted a threefold increase in consolidated net profit to ₹77.3–78 crore for Q2 FY26, up from ₹25–26 crore year-on-year, driven by a 9–9.5% revenue rise to ₹2,239–2,245 crore. 水泥销售量稳定在440万吨,受到早期季风雨和预计全球地面交通系统变化的影响,而能力利用率则因新增能力而降至71%。 Cement sales volume held steady at 4.4 million tonnes, impacted by early monsoon rains and anticipated GST changes, while capacity utilization fell to 71% due to new capacity additions. 原材料成本每年上涨10%,主要来自泰米尔纳德邦对石灰石征收的160吨土地税。 Raw material costs rose 10% annually, largely from a ₹160/tonne land tax on limestone in Tamil Nadu. 该公司在第二季度花费了280亿卢比,全年FY26预计为1,200亿卢比. The company spent ₹280 crore on capex in Q2, with a full-year FY26 forecast of ₹1,200 crore. 它推进了非核心资产货币化,将501千瓦的收益率提高到1 000千瓦的收益率目标,并获得Ramco Windfarms Limited的全部所有权,计划进行合并。 It advanced non-core asset monetization, raising ₹501 crore toward a ₹1,000 crore target, and acquired full ownership of Ramco Windfarms Limited, planning a merger. 该公司的目标是通过最低资本升级,到2026年3月达到30个MTPA水泥容量。 The firm aims to reach 30 MTPA cement capacity by March 2026 via minimal capital upgrades.