Sanghi · forward-looking guidance across the available source record.
Guidance tracker
Company targets cost reduction from current ~₹4,500/ton to ₹3,800 by March 2027 and ₹3,650 by March 2028, driven by green power consumption, new efficient assets, and logistics optimization. December exit already below ₹4,000.
Exit FY26 at 115MT (net after mothballing 2 old units), FY27 target ~135MT, FY28 target 155MT. Includes 24MT grinding capacity through debottlenecking and BCTs at lower capex. Assam greenfield (4MT) expected in 18-24 months.
Power consumption can reduce by 10-12 units/ton with high visibility. Target power cost from ₹6.1/unit to ₹4.5/unit by FY28. 898MW renewable operational, benefits flowing as new capacities ramp up.
Cement industry expected to close FY26 with ~8% demand growth (1.1x GDP). Company expects double-digit volume growth for leading players in Q4 and sustained 8% industry growth trajectory.