| 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
- ₹383.80
- Market cap
- ₹94,869 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 21.7×Sector 33.0×
- Promoter holding
- 67.33%-0.35% QoQ
- FII holding
- 5.63%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 Earnings Call Transcript: Key Takeaways
Ambuja Cements reports Q1 FY27 revenue of ₹9,500 Cr and EBITDA of ₹1,589 Cr. Strategy focuses on 'value over volume' with a 420bps shift towards high-margin trade sales.
- Call
- Guides 8% growth
Ambuja Cements Investor Presentation: Key Takeaways
Ambuja Cements reports Q1 FY27 revenue of ₹9,500 Cr and EBITDA of ₹1,589 Cr. Management focus on 'Value over Volume' drove a ₹206 PMT cost reduction despite geopolitical headwinds.
Ambuja Cements Q1 FY27 Results: Net Profit ₹660 Cr, Down 36.6% YoY
Ambuja Cements Ltd reported revenue from operations of ₹9,474 Cr (-7.5% YoY) and net profit of ₹660 Cr (-36.6% YoY) for Q1 FY27.
- Key figure
- Net profit ₹660 Cr · -36.6% YoY
Ambuja Cements Earnings Call: Key Takeaways
Ambuja Cements reports record FY26 sales of 73.7MT, up 16% YoY. Strategy focuses on 'One Cement' integration, premiumization (36% of trade sales), and aggressive cost reduction through green energy and logistics.
Ambuja Cements Earnings Call: Key Takeaways
Ambuja Cements delivered a 15% revenue growth in FY'26, driven by a 16% increase in sales volume. Strategy focuses on the 'One Cement Platform' via the amalgamation of ACC and Orient Cements.
Ambuja Cements Q4 FY26 Results: Net Profit ₹1,857 Cr, Up 37.4% YoY
Ambuja Cements Ltd reported revenue from operations of ₹10,892 Cr (+10.1% YoY) and net profit of ₹1,857 Cr (+37.4% YoY) for Q4 FY26.
- Key figure
- Net profit ₹1,857 Cr · +37.4% YoY