| Revenue growth | Flat YoY at ₹9,197 Cr; down 3% QoQ |
|---|---|
| Margins | EBITDA margin 13.8% vs 19.2%; trade mix improving |
| Demand visibility | FY27 industry volume growth 6-7%; H2 volumes to beat industry |
| Management confidence | Near-term soft; long-term demand story intact |
Growth
Volume 16.5 MnT (-1% YoY), NSP ₹255/bag (-1%). H1 revenue ₹18,697 Cr (-4%), H1 reported PAT ₹896 Cr (-73%).
Outlook
Capacity 113.5 to 149 MTPA, 155 with debottlenecking. Cost targets ₹4,250/t FY27, ₹4,000/t FY28. ACC/Orient merger completion expected FY27.
Risks
Geopolitical cost hit ₹376 Cr. Cost/t ₹4,410 (vs ₹4,155). Petcoke, diesel, coal tightness. Normalised PAT ₹300 Cr (-54%).
Investor Presentation filed with NSE, NSE: AMBUJACEM. Summary written with AI assistance from the document.
Ambuja Cements Ltd: key numbers
- Share price
- ₹351.40
- Market cap
- ₹86,860 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 19.9×Sector 31.3×
- 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 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 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
Ambuja Cements Q2 FY27 Results: Net Profit ₹236 Cr, Down 89.9% YoY
Ambuja Cements Ltd reported revenue from operations of ₹9,197 Cr (+0.2% YoY) and net profit of ₹236 Cr (-89.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹236 Cr · -89.9% YoY
Ambuja Cements Share Pledge
Ambuja Cements' promoters reported a share encumbrance involving a facility of USD 1.375 billion, equivalent to approximately 13,062.50 Crore. This is a promoter encumbrance disclosure.
- Value
- ₹13,062 Cr
Ambuja Cements Share Pledge
Deutsche Bank disclosed under SAST Regulation 29(2) an extended encumbrance over 66.94% of Ambuja Cements shares. The charge secures a new facility to Endeavour, with no change in the number of encumbered shares.
Ambuja Cements Other Announcement
Ambuja Cements has submitted its quarterly shareholding pattern for the period ended September 30, 2026, as required by regulatory compliance.