ALFA Finder| Margins | EBITDA margin improved sequentially from 13.4% to 16.7%. |
|---|---|
| Demand visibility | Soft near-term (~5% industry growth) but long-term story remains intact. |
| Management confidence | High on cost reduction and capacity roadmap execution. |
Growth
Revenue down 8% YoY and 13% QoQ; EBITDA decreased 19% YoY but rose 8% QoQ. Sales volume fell 7% YoY to 17.1 MnT.
Outlook
Capacity target of 119 MTPA by FY27. Aiming for ₹4,250 PMT cost target in FY27 and ₹4,000 PMT in FY28.
Risks
West Asia conflict impacting fuel prices and packaging costs; seasonal Q2 weakness expected to impact near-term industry profitability.
Last quarter's promises, checked
Delivered
- Guided 32% green power share → delivered 34% (= BEAT)
- Guided 10.7 MnT grinding capacity additions → delivered trial production at 4 sites (= BEAT)
- Guided focus on blended cement share (74% trade) → delivered 85% share (= BEAT)
Partly delivered
- Guided ₹4,250 PMT cost target for FY27 → delivered ₹206 PMT reduction toward goal (= PARTIAL)
Missed
- Guided 80 MnT volume for FY27 → delivered 17.1 MnT in Q1 (annualized 68.4 MnT) (= MISS)
- Guided industry growth of 5% → delivered -7% YoY volume (= MISS)
- Guided premium product share 35-36% → delivered 34% (= MISS)
Investor Presentation 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