BSECompany Update22 Oct 2026 · 22 Oct 2026, 07:06 pm

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Nuvoco Vistas Corporation Ltd · 543334

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Nuvoco Vistas Corporation Ltd has announced its investor presentation for the quarter and half year ended September 30, 2026, highlighting a 9% volume growth and 11% EBITDA growth YoY, with a record 45% premiumization.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Nuvoco Vistas Corporation Ltd - 543334 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Ref. No.: Sec/116/2026-27 October 22, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C–1, Block G, Bandra Kurla Dalal Street, Fort, Mumbai – 400 001 Complex, Bandra (East), Mumbai – 400 051 Scrip Code: 543334 Trading Symbol: NUVOCO Scrip ID: NUVOCO Dear Sir/Madam, Sub: Investor and Analyst Conference Call presentation for the quarter and half year ended September 30, 2026 In furtherance of our letter no. Sec/109/2026-27 dated October 09, 2026 giving intimation of the Investor and Analyst Conference Call, please find enclosed the investor presentation on the performance of the Company for the quarter and half year ended September 30, 2026, to be presented to Investors and Analysts on Friday, October 23, 2026. The presentation is also being made available on the Company’s website at www.nuvoco.com. We request you to take the above on record. Thanking you, Yours faithfully, For Nuvoco Vistas Corporation Limited Shruta Sanghavi SVP and Company Secretary Encl: a/a Nuvoco Vistas Corp. Ltd. Registered Office: Equinox Business Park, Tower-3, East Wing, 4th Floor, Off. Bandra Kurla Complex, LBS Road, Kurla (West), Mumbai-400070 Tel: +91 (0) 22 67692500 / +91 (0) 22 67692525 | Fax: +91 (0) 22 67692572 | website: www.nuvoco.com | CIN- L26940MH1999PLC118229 15 145 94 72 185 92 239 44 67 0 142 202 119 65 144 235 119 31 226 151 23 240 78 35 Investor Presentation 166 169 55 Second quarter ended September 30, 2026 October 22, 2026 Safe harbour clause 15 145 94 72 185 92 239 44 67 Statements in this ‘presentation’ describing the Company’s objectives, estimates, expectations or predictions may be “forward looking statements”. Actual results could differ materially from those expressed or implied. Important 0 142 202 factors that could make difference to the Company’s operations include Indian demand supply conditions, finished 119 65 144 goods prices, feed stock availability and prices, cyclical demand and pricing in the Company’s principal markets, 235 119 31 changes in governmental regulations, tax regimes, economic developments within India and other factors such as litigation and labor negotiations. The Company assumes no responsibility to publicly amend, modify or revise any 226 151 23 forward-looking statement, due to any subsequent development, information or events, or otherwise. 240 78 35 166 169 55 15 145 94 72 185 92 239 44 67 0 142 202 Company 119 65 144 Overview 235 119 31 226 151 23 240 78 35 166 169 55 Major player in building materials space 15 145 94 Vision “Building a Safer, Smarter and Sustainable World” 72 185 92 Mission “Trusted Building Materials Company Creating Value for Our Stakeholders” 239 44 67 Ready Mix Concrete 0 142 202 (RMX) 119 65 144 Modern Building Materials (MBM) 235 119 31 Cement Capacity1 226 151 23 27 MMTPA 35 MMTPA Current Capacity Including Vadraj Cement Ltd. and planned expansion in East 240 78 35 Clinker Capacity1 Emission3 166 169 55 Green Power2 462 kg/t 50 MW 13.5 MMTPA 17 MMTPA Additional ~60 MW Current Capacity Including Vadraj Cement Ltd. 22 under development States Served4 Note: 1. Acquired Vadraj Cement Ltd. (6 MMTPA of GU & 3.5 MMTPA of CU). 2 MMTPA GU at Surat commissioned in Q2 FY27 out of 6 MMTPA. Kutch IU to be operational in phases from Q3 FY27 to Q1 FY28. In East, 4 MMTPA expansion planned in phases through equipment upgrades, process modification and internal debottlenecking by FY28. 2. WHRs and solar capacity. Additional wind-solar hybrid renewable energy capacity of ~46 MW at Rajasthan and ~14 MW of WHR capacity at Kutch Plant is under development, 3. FY26 Audited figure; CO per ton of cementitious materials, 4. Cement, RMX & MBM. Core strengths 15 145 94 72 185 92 Premium Product Portfolio Production 239 44 67 Market leading brands: Concreto has Strategically located significant market share in the production facilities in close operating environment; Duraguard MF proximity to raw materials 0 142 202 excels with patented fibre-reinforced and key markets cement 119 65 144 235 119 31 226 151 23 Cost leadership Robust distribution network 240 78 35 Continuous focus on operational Trade focus with extensive sales and 166 169 55 excellence; demonstrated industry leading distribution network encompassing dealers, cost parameters. All operational Integrated sub-dealers, influencers and CFA agents, Units equipped with CPPs and WHRs ensuring widespread reach Diversified product portfolio under Cement, Ready-Mix Concrete and Modern Building Materials Resilient operating performance despite macro headwinds 15 145 94 Volume (in MMT1) Revenue (₹ Cr.) EBITDA (₹ Cr.) Premiumization2 (%) 72 185 92 9% 11% 1% 239 44 67 3,129 44% 4.7 42% 0 142 202 4.3 2,790 572 119 65 144 371 2,458 235 119 31 226 151 23 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q1 FY27 Q2 FY27 240 78 35 Q2 FY27 Highlights 166 169 55 ✓ Volume growth of 9% YoY despite a challenging operating environment ✓ Delivered an all time high, industry-leading premiumization2 of 45%, with trade mix at 75% ✓ EBITDA grew 11% YoY, reflecting continuous thrust on operational efficiency Note: 1. MMT - Million metric tons, 2. Percentage share of trade volumes 2016-2026 Growth trajectory Completed over a decade of operations 15 145 94 72 185 92 Post-Expansion Capacity 239 44 67 ❖ ~35 MMTPA capacity post Current Capacity Vadraj Cement Limited and ❖27 MMTPA planned East expansion Including 2 MMTPA of 0 142 202 Scale-Up Phase Vadraj Cement Limited (FY17-21) Grinding Capacity 119 65 144 ❖Lafarge acquisition at Surat 11 MMTPA 235 119 31 ❖Emami acquisition & Growth Pipeline other expansions (FY27-28) 9 MMTPA 226 151 23 ❖ Vadraj Cement Limited Integrated Unit at Kutch, Gujarat 240 78 35 Organic Expansion Phase 3.5 MMTPA Clinker capacity & 2.5 MMTPA Grinding capacity (FY22-24) 166 169 55 ❖Jojobera expansion ❖ Bulk terminal with dedicated railway Build Phase 1.5 MMTPA in FY22 siding at Viramgam, Sachana, Gujarat (FY15) ~1.5 MMTPA handling capacity ❖Nimbol Greenfield ❖Haryana expansion 2.3 MMTPA 1.2 MMTPA in FY24 ❖ East expansion 4 MMTPA Commissioned 2 MMTPA Grinding Unit at Surat in Q2 FY27 Update on Vadraj Cement Limited Vadraj Cement Limited Update 15 145 94 Project Progress Kiln at Kutch Cement Mill Hopper Building at Kutch 72 185 92 ❖Kutch Clinker Unit o Equipment trials progressing; cyclone refractory 239 44 67 works completed; phase-wise box-up underway ❖Kutch Captive Power Plant: o Steam paralleling with boiler underway; ESP, coal handling, WTP, and ash-handling trials completed 0 142 202 ❖Kutch Grinding Unit & Waste Heat Recovery System: o Civil works completed; fabrication and erection 119 65 144 progressing. GU grinding table and WHR turbine received; installation and electrical works underway 235 119 31 ❖Sachana Bulk Terminal: CPP at Kutch Railway Siding at Kutch Bulk Terminal at Sachana o Civil, fabrication, and pre-fitment works progressing 226 151 23 ❖Sachana & Kutch Railway Sidings: 240 78 35 o In-plant track laying completed; earthwork and bridge construction progressing 166 169 55 Commissioning Timeline H2 FY27 H1 FY28 •Clinker Unit and CPP at Kutch •Grinding Unit and WHR at Kutch •Jetty operations at Kutch •Railway Siding at Kutch •Bulk Terminal at Sachana Economy & Industry Macro conditions remain volatile amid geopolitical uncertainty 15 145 94 Crude, petcoke and coal prices have firmed up from recent troughs 72 185 92 Russia- Pet coke (CFR $/t)1 Crude oil ($/barrel)2 Russia- Ukraine Ukraine Middle-East Conflict $256 $128 239 44 67 Conflict Conflict $118 (Feb-22) $105 (Feb-22) (Feb-26) Middle-East $187 $160 Conflict (Feb-26) 0 142 202 119 65 144 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 1 1 2 2 2 2 3 3 3 3 4 4 4 4 5 5 5 5 6 6 6 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - p c r n p c r n p c r n p c r n p c r n p p c r n p c r n p c r n p c r n [Showing first 8,000 characters — download PDF for full document]