Orient Cement Earnings Call Transcript: Key Takeaways
Ambuja Q2 FY27: revenue ₹9,197 Cr, EBITDA ₹1,271 Cr (~14%), PAT ₹236 Cr; overall volume flattish. Cover letter names Orient Cement; attached transcript is Ambuja's.
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Ambuja Q2 FY27: revenue ₹9,197 Cr, EBITDA ₹1,271 Cr (~14%), PAT ₹236 Cr; overall volume flattish. Cover letter names Orient Cement; attached transcript is Ambuja's.
Ambuja Cements consolidated Q2FY27 (filed under Orient cover letter): revenue flat at ₹9,197 Cr, EBITDA down 28% to ₹1,271 Cr, margin 13.8%, hit by ₹376 Cr geopolitical cost shock. Debt-free.
Ambuja Cement (Adani Group) prioritizes trade share and aggressive cost reduction over volume, resulting in a margin beat despite overall volume decline.
Ambuja Cements Q1 FY27 consolidated revenue fell 8% YoY to ₹9,500 Cr. Focused on 'Value over Volume' strategy, achieving a significant sequential cost reduction of ₹206 PMT to ₹4,241 PMT.