| Margins | EBITDA/ton at ₹931; focus on premiumization and trade sales share. |
|---|---|
| Demand visibility | Stable demand from infrastructure and housing; July trade volumes up 8%. |
| Management confidence | High confidence in 8% annual volume growth guidance. |
Growth
EBITDA margin improved 331 bps to 16.7%. Sequential net cost reduced by ₹206 per metric ton.
Outlook
Targeting 119 MT capacity by FY27-end; ₹6,500 Cr annual capex; ₹4,000 cost/ton target by FY28.
Risks
Geopolitical tensions in West Asia impacting fuel/freight costs; diesel shortages impacting logistics.
Last quarter's promises, checked
Delivered
- Guided 109 MT capacity → delivered 109 MT (= BEAT)
- Guided 74% trade sales share → delivered 78% (= BEAT)
- Targeted debt-free status → delivered zero debt (= BEAT)
Partly delivered
- Guided 80 MT FY27 volume → delivered Q1 run-rate on track (= PARTIAL)
Missed
- Guided ₹4,000/ton cost exit → delivered ₹4,100/ton (= MISS)
- Guided ₹7,500 Cr FY26 capex → delivered ₹6,500 Cr (= MISS)
Earnings Call Transcript filed with BSE, 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 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 Earnings Call: Key Takeaways
Ambuja Cements reports strong performance for FY'26 with 16% volume growth and 15% revenue growth. The company is transitioning to a unified 'One Cement Platform' through major acquisitions like ACC, Orient, and Penna.
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