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Earnings Call

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.

Highlights
Revenue growth15% YoY growth in FY'26.
MarginsFY'26 EBITDA margin 16.1% vs 16.9% in FY'25 (0.8pp decline).
Demand visibilityFY27 demand outlook soft at ~5% due to monsoon/conflicts.

Growth

FY'26 Revenue at ₹40,656 Cr (+15% YoY). Consolidated volume reached 73.7 MnT (+16%). FY'26 EBITDA at ₹6,539 Cr (+10%).

Outlook

Targeting 140 MTPA capacity by FY28; current projects will raise capacity to ~119 MTPA in H1FY'27. Ongoing merger of ACC/Orient.

Risks

Fuel cost inflation (petcoke), packaging supply constraints, and below-normal monsoon expectations potentially softening FY27 demand growth to ~5%.

Source

Earnings Call filed with BSE, NSE: AMBUJACEM. Summary written with AI assistance from the document.

Read the document ↗

Ambuja Cements Ltd: key numbers

Share price
₹353.15
Market cap
₹87,292 Cr
Revenue (annual)
₹40,656 Cr
Net profit (annual)
₹4,728 Cr
P/E (TTM)
19.9×Sector 31.7×
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.

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