Here's a summary of the latest news regarding Ramco Cements, Nalco, Ultratech, Lloyds Metal, and Indian Oil:

Ramco Cements

Chennai-based Ramco Cements is targeting a revenue of ₹16,000 crore in the next four to five years, a significant jump from the ₹8,539 crore recorded in FY25. To achieve this, the company plans to expand its production capacity from the current 18 million tonnes to 30 million tonnes by March-June 2026, investing ₹1,000 crore at the Kurnool plant in Andhra Pradesh.

In a move to rebrand its construction chemicals business, Ramco Cements has launched a new product range under the "Hard Worker" brand. The company aims to generate ₹2,000 crore in revenue from this segment over the next four to five years. In the first phase, Ramco plans to introduce 20 specialized products, including tile adhesives, waterproofing solutions, bonding agents, and repair mortars, with plans to expand to 100 products. CEO A.V. Dharmakrishnan said that the company is unifying and expanding its construction chemicals range to transform from a cement manufacturer to a complete 'Construction Solution Provider'. To support this, Ramco will launch a mobile app to train sales staff and an AI-assisted software tool to help customers identify suitable products.

Nalco

National Aluminium Company Limited (NALCO) reported a 78% year-on-year jump in net profit for Q1 FY26, reaching ₹1,049.5 crore, with revenue rising 33.3% to ₹3,807 crore. The company also declared a final dividend of ₹2.50.

Despite the U.S. announcing it will double tariffs on metal imports, NALCO is shifting its focus to the United Kingdom, which has zero duty, and the company does not foresee a negative impact on business. NALCO is also planning to start operations at its Pottangi bauxite mines in Odisha by next June. With India's aluminium consumption projected to reach 7.5-8 MTPA by 2030, NALCO has prepared an expansion plan with an investment of ₹34,600 crore to meet the growing demand. This includes expansion of the alumina refinery, aluminium smelter plant, and construction of a captive power plant.

Ultratech

UltraTech Cement is set to achieve a production capacity of 200 million tonnes per annum (MTPA) by the end of FY26, a year ahead of its original target of FY27. Chairman Kumar Mangalam Birla announced this at the company's annual general meeting (AGM). UltraTech's capacity stood at 188.8 MTPA as of March 2025. In Q1 FY26, UltraTech added 3.5 MTPA of grey cement capacity, bringing the total to 192.26 MTPA.

In FY25, UltraTech's net revenue stood at ₹75,955 crore, with sales volumes up 14% year-on-year to 135.83 million tonnes. The company's expansion plans are expected to consolidate its market leadership and gain additional market share.

Lloyds Metal

Lloyds Metals and Energy Ltd has emerged as the successful bidder for the Tandsi-III and Tandsi-III Extension coking coal mines. Both mines have a proposed capacity of up to 0.30 MTPA, with estimated reserves of 23 MMT over a four-year development timeline. This win is expected to boost the company's long-term production capacity and reduce dependence on imports.

JM Financial maintains a "Buy" rating on Lloyds Metals, with a 12-month target price of Rs 1,680, implying an upside of nearly 19% from the market price of Rs 1,413. The brokerage projects LMEL's net sales to more than double to Rs 15,781.3 crore in FY26 from Rs 6,721.4 crore in FY25, with net profit estimated at Rs 4,849.6 crore in FY26 against Rs 1,449.9 crore in FY25.

Indian Oil

Indian Oil Corporation (IOC) has secured India's first international approval for commercial-scale production of sustainable aviation fuel (SAF) at its Panipat refinery. The SAF production complies with ISCC CORSIA standards, validating that it meets the highest international sustainability and lifecycle carbon emission standards. IOC plans to commission the ATJ-SAF plant by 2027-28 and is developing a co-processing SAF unit at the Panipat refinery to produce 735,000 tpy of SAF-blended aviation turbine fuel (ATF) from used cooking oil.

IOC has also signed a memorandum of understanding (MoU) with Air India for the supply of SAF. This agreement outlines a shared commitment to promote the adoption of low-carbon fuels in aviation and support global decarbonization goals. IOC plans to begin SAF production from used cooking oil at its Panipat refinery starting December this year, with an expected annual production of 35,000 tonnes. By the end of this calendar year, IOC will have the capacity to produce 35,000 tonnes per year of SAF from used cooking oil, which will be sourced from large hotel chains, restaurants, and sweets and snacks majors like Haldiram's.