ALFA Finder| Revenue growth | Volumes up 16% YoY; realization flattish. |
|---|---|
| Margins | Targeting ₹150-200/T savings from fly ash and green energy. |
| Demand visibility | Soft near-term demand expected due to inflation and weak monsoon. |
| Management confidence | High focus on execution and cost efficiency to recover guidance misses. |
Growth
FY26 normalized EBITDA ₹6,539cr (+31%); PAT ₹2,647cr (+17%); annual sales volume grew 16% YoY.
Outlook
Targeting 119MT capacity by FY27 and 140MT+ by FY30. Planned cost reduction of ₹500/T over two years.
Risks
High fuel/packing costs, geopolitical conflicts, and integration delays at acquired Penna/Sanghi assets causing margin pressure.
Earnings Call filed with BSE, 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
- ₹12,925 Cr
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
Ambuja Cements will acquire 26% of SWE Renewables for ₹33.75 Crore over 15 months. The move targets wind-powered captive electricity to reduce grid dependence.
- 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