1062.20
2.13%
Motilal Oswal
Cement realizations at INR4,392/t (-5% YoY, -5% QoQ) were below our estimate of INR4,542/t due to lower prices in focus 29 January 2019 INR11.4b). Revenue from wind stood at INR9m. Cost/t remained flat YoY (-4% QoQ) at INR3,627 (our prices) and freight cost/t (+2% YoY, led by higher diesel prices) were offset by lower raw material costs/t. Power segment reported EBITDA loss of INR44m in 3QFY19, while Cement EBITDA/t stood at INR784 (-21% YoY/-8% QoQ). Hence, at 17.5% (-4.1pp YoY, -3.2pp QoQ). Adj PAT came in at INR1.01b (-8.4%YoY) as against est. of INR959m as 3QFY18 had extraordinary income of INR 124m related to reversal of provisions for DMF and tax for earlier years.
The Ramco Cements Ltd. is trading above its 200 day SMA of 989.3
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