Thank you, Ra nju. Ladies and gentlemen, thank you for your questions, which we trust have been well addressed. Our Investor Relations team will remain available for any further clarifications that you might require. To conclude, we remain firmly committed to driving sustained growth and expanding our market presence. With the successful acquisition of Vadraj Cement, the company is well prepared to operationalize the plants at Kutch and Surat by Q3 FY'27, thereby identifying and strengthening its footprint in the western region. In parallel, we will continue to focus on strategic priorities such as premiumization, geo -optimization, cost efficiency to enhance our competitive advantage and create long-term value. Thank you to all of you for being here with us today. Wish you a good day.
Questions across 6 calls
Madhumita Basu
Firm not listed in source transcripts
Nuvoco Vistas Corporation Limited
Yes, Shravan, I think I have got some of the data points here. So, let me take it Q4 FY’25 lead distance. We did get some incremental improvement , stood at 324. The road share was 63%. What was your third question?
So, the fuel mix, I will just call. 38% of which 26% was linkage. Pet Coke 52%, as North plants depends on Pet Coke and volumes were high, operational volumes were high. And AFR was 11%.
An additional data point , Jashandeep, to answer your question, our trade percentage share remained at 71% for Q2 and Q3.
Naveen, we will be happy to engage with you on more details on the mix. Just would like to add, our model also factors in the trade market a product like PCC, because there is access to sla g cement in that market. And one of the lead players has already introduced this product. We also see in a period of four to five years there will be substantial demand from sustainability point of view on the entire industry . Because as you know, in the Eastern region there is not any predominant cost for staying with OPC in infrastructure. So, changes are there, some of these are factored in. And as I mentioned, you may reach out to the investor cell at any time for greater clarification on these numbers.
We have seen a good play in Jharkhand also.
We have given you the cement ratio. That’s the data on the table at the moment.
With our investment in 1.2 million tons in Haryana facilities, our mix of North business has gone up from 20% to 24%. Our full capacity is 25 million tons that makes 6 million tons in the North and 19 million tons in the East. In North, we have seen growth ahead of the industry. We are focused on further volume growth in this region as we ramp up our capacity utilization in the new Haryana cement plant. In the East, our strategic intent till the year FY’24 was driving value over volume, and I have touched on our specific actions in my opening call remarks.
So, the current mix is, as I mentioned , of the order of 22 %, 23% of North-to-East. Keshav, a more detailed growth of the regional split between North and East would be sensitive for this call. You must excuse us. Needless to say, that our eastern region strategy has remained on value over volume, and in North we have been taking roughly a 3% to 4% growth over and above the industry growth rate.
Thank you, Maheshwari, for your question. So, yes, it's been a mixed bag, as I mentioned in my speech too. We have seen significantly muted demand in the key states of Bihar , Bengal and Jharkhand. While there is a lot of potential in the pipeline in terms of Bharatmala roads and the PMAY programs, its actual fruition at market level is something we have not seen in either Q2 or Q3.
Just to take you back on a few calls that which we have been mentioning, our footprint is strong in the markets of Bihar, Bengal and Jharkhand. So, definitely a muted demand in this part of the geography would have a specific impact on our footprint and business.