| Margins | EBITDA margin improved sequentially from 13.4% to 16.7%. |
|---|---|
| Demand visibility | Soft near-term (~5% industry growth) but long-term story remains intact. |
| Management confidence | High on cost reduction and capacity roadmap execution. |
Growth
Revenue down 8% YoY and 13% QoQ; EBITDA decreased 19% YoY but rose 8% QoQ. Sales volume fell 7% YoY to 17.1 MnT.
Outlook
Capacity target of 119 MTPA by FY27. Aiming for ₹4,250 PMT cost target in FY27 and ₹4,000 PMT in FY28.
Risks
West Asia conflict impacting fuel prices and packaging costs; seasonal Q2 weakness expected to impact near-term industry profitability.
Last quarter's promises, checked
Delivered
- Guided 32% green power share → delivered 34% (= BEAT)
- Guided 10.7 MnT grinding capacity additions → delivered trial production at 4 sites (= BEAT)
- Guided focus on blended cement share (74% trade) → delivered 85% share (= BEAT)
Partly delivered
- Guided ₹4,250 PMT cost target for FY27 → delivered ₹206 PMT reduction toward goal (= PARTIAL)
Missed
- Guided 80 MnT volume for FY27 → delivered 17.1 MnT in Q1 (annualized 68.4 MnT) (= MISS)
- Guided industry growth of 5% → delivered -7% YoY volume (= MISS)
- Guided premium product share 35-36% → delivered 34% (= MISS)
Investor Presentation filed with BSE, NSE: AMBUJACEM. Summary written with AI assistance from the document.
Ambuja Cements Ltd: key numbers
- Share price
- ₹356.90
- Market cap
- ₹88,219 Cr
- Revenue (annual)
- ₹40,656 Cr
- Net profit (annual)
- ₹4,728 Cr
- P/E (TTM)
- 20.2×Sector 31.4×
- 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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