ALFA Finder| Revenue growth | 15% YoY growth for FY'26 to ₹40,656 Cr. |
|---|---|
| Margins | FY'26 EBITDA margin at 16.1%; targeting cost reduction. |
| Demand visibility | Soft FY'27 demand at ~5% due to monsoon/geopolitics. |
Growth
Consolidated FY'26 revenue rose 15% to ₹40,656 Cr. PAT grew 6% to ₹5,637 Cr. Sales volume increased 16% to 73.7 MnT.
Outlook
Targeting 100 MTPA+ capacity; H1FY'27 expansion to ~119 MTPA. FY'27 demand growth soft at ~5%. EBITDA optimization of ₹150-200 PMT.
Risks
Headwinds include West Asia conflict causing fuel price volatility, inflationary pressures, and expectations of a sub-normal monsoon.
Earnings Call filed with NSE, NSE: AMBUJACEM. Summary written with AI assistance from the document.
Ambuja Cements Ltd: key numbers
- Share price
- ₹391.50
- Market cap
- ₹96,772 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 34.5×Sector 33.5×
- Promoter holding
- 67.33%+0.00% QoQ
- FII holding
- 5.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Ambuja Cements Ltd
All →Ambuja Cements Share Pledge
Ambuja Cements' promoters encumbered 66.94% of share capital as security for facilities up to USD 1.375 billion. The encumbrance covers 99.48% of promoter holding.
- Value
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Ambuja Cements Capacity Expansion: ₹14,500 Cr Investment
Ambuja Cements announces ~30 MTPA cement expansion with ₹14,500 Crore capex. Capacity will reach 155 MTPA by FY30 from current 113.5 MTPA.
- Value
- ₹14,500 Cr
- Execution
- through FY30
- new cement capacity (grinding + clinker)
- 30.0 MTPA
Ambuja Cements Earnings Call Transcript: Key Takeaways
Ambuja delivers a resilient volume-led quarter despite monsoon headwinds, pivoting toward aggressive capacity expansion to 155 MTPA by FY30 while maintaining cost leadership.
Ambuja Cements Acquisition Worth ₹33.75 Cr
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- Value
- ₹33.75 Cr
- Execution
- 15 months (in one or more tranches)
Ambuja Cements Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹9,197 Cr, flat YoY. EBITDA ₹1,271 Cr (-28%), margin 13.8% (vs 19.2%). Reported PAT ₹236 Cr (-90%). Company remains debt-free.
Ambuja Cements Results Update
Ambuja Cements posted Q2 FY27 consolidated revenue of Rs 9,197 Cr with EBITDA of Rs 1,271 Cr. The firm commissioned 4.6 MTPA of new capacity amid headwinds.
- cement manufacturing capacity
- 4.6 MTPA