| Margins | EBITDA/ton at ₹931; focus on premiumization and trade sales share. |
|---|---|
| Demand visibility | Stable demand from infrastructure and housing; July trade volumes up 8%. |
| Management confidence | High confidence in 8% annual volume growth guidance. |
Growth
EBITDA margin improved 331 bps to 16.7%. Sequential net cost reduced by ₹206 per metric ton.
Outlook
Targeting 119 MT capacity by FY27-end; ₹6,500 Cr annual capex; ₹4,000 cost/ton target by FY28.
Risks
Geopolitical tensions in West Asia impacting fuel/freight costs; diesel shortages impacting logistics.
Last quarter's promises, checked
Delivered
- Guided 109 MT capacity → delivered 109 MT (= BEAT)
- Guided 74% trade sales share → delivered 78% (= BEAT)
- Targeted debt-free status → delivered zero debt (= BEAT)
Partly delivered
- Guided 80 MT FY27 volume → delivered Q1 run-rate on track (= PARTIAL)
Missed
- Guided ₹4,000/ton cost exit → delivered ₹4,100/ton (= MISS)
- Guided ₹7,500 Cr FY26 capex → delivered ₹6,500 Cr (= MISS)
Earnings Call Transcript 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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