ALFA Finder| 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
- ₹389.80
- Market cap
- ₹96,352 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 34.4×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
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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
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Ambuja delivers a resilient volume-led quarter despite monsoon headwinds, pivoting toward aggressive capacity expansion to 155 MTPA by FY30 while maintaining cost leadership.
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- Value
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- Execution
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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
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