| Revenue growth | Volumes up 16% YoY; realization flattish. |
|---|---|
| Margins | Targeting ₹150-200/T savings from fly ash and green energy. |
| Demand visibility | Soft near-term demand expected due to inflation and weak monsoon. |
| Management confidence | High focus on execution and cost efficiency to recover guidance misses. |
Growth
FY26 normalized EBITDA ₹6,539cr (+31%); PAT ₹2,647cr (+17%); annual sales volume grew 16% YoY.
Outlook
Targeting 119MT capacity by FY27 and 140MT+ by FY30. Planned cost reduction of ₹500/T over two years.
Risks
High fuel/packing costs, geopolitical conflicts, and integration delays at acquired Penna/Sanghi assets causing margin pressure.
Earnings Call filed with BSE, NSE: AMBUJACEM. Summary written with AI assistance from the document.
Ambuja Cements Ltd: key numbers
- Share price
- ₹361.55
- Market cap
- ₹89,369 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 20.4×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
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- Call
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