Wednesday, 7 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

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.

Why this was an Alfa AlertNot a filter event. Financials are in line with long-term strategy; no explicit material beat of guided ranges cited.
Highlights
Revenue growth15% YoY growth for FY'26 to ₹40,656 Cr.
MarginsFY'26 EBITDA margin at 16.1%; targeting cost reduction.
Demand visibilitySoft FY'27 demand at ~5% due to monsoon/geopolitics.

Growth

Consolidated FY'26 revenue rose 15% to ₹40,656 Cr. PAT grew 6% to ₹5,637 Cr. Sales volume increased 16% to 73.7 MnT.

Outlook

Targeting 100 MTPA+ capacity; H1FY'27 expansion to ~119 MTPA. FY'27 demand growth soft at ~5%. EBITDA optimization of ₹150-200 PMT.

Risks

Headwinds include West Asia conflict causing fuel price volatility, inflationary pressures, and expectations of a sub-normal monsoon.

Source

Earnings Call filed with NSE, 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.

More from Ambuja Cements Ltd

All →
21:42 IST BSE
Acquisition

Ambuja Cements Acquisition

Ambuja Cements has convened an NCLT-ordered meeting of equity shareholders for September 28, 2026, to approve the Scheme of Amalgamation with Orient Cement Limited.

14:31 IST BSE
Credit Rating

Ambuja Cements Credit Rating

India Ratings and Research assigned IND AAA/Stable and IND A1+ ratings to Ambuja Cements' Rs. 7,000 Crore bank facilities. This high credit rating reflects strong financial stability.

Value
₹7,000 Cr
19:38 IST BSE
Production Started

Ambuja Cements Production Started

Ambuja Cements' subsidiary commissioned a 1.2 MTPA brownfield cement grinding unit at Dahej, Gujarat. This expands the company's total consolidated capacity to 110.05 MTPA.

18:25 IST BSE
Credit Rating

Ambuja Cements Credit Rating

Ambuja Cements received credit ratings from ICRA Limited for its total bank facilities amounting to ₹7,000 Crore.

Value
₹7,000 Cr
19:36 IST BSE
Merger & Restructuring

Ambuja Cements Merger & Restructuring

Ambuja Cements received an NCLT order to convene an equity shareholder meeting on September 29, 2026, to consider the proposed Scheme of Amalgamation with ACC Limited.