Ambuja Cements Ltd

Ambuja Cements announced that an Extra Ordinary General Meeting (EGM) of the Company will be held on 30 December 2025.Powered by Capital Market - Live

Revenue from operations grew 18.99% YoY to Rs 9,431.53 crore, reflecting healthy demand and steady market traction. The company reported profit before exceptional items and tax of Rs 1,060.33 crore in Q2 FY26, compared to Rs 900.37 crore recorded in the same period a year ago. The firm reported exceptional items of Rs 222.80 crore during the quarter. Operational performance remained strong, with sales volume standing at 16.6 million tons in Q2 FY26, registering a growth of 20.29% on a YoY basis. In Q2 FY26, operating EBITDA rose 58.51% year-on-year to Rs 1,761 crore, while the EBITDA margin improved to 19.2%, compared to 14.7% in Q2 FY25. EBITDA per metric tonne (PMT) stood at Rs 1,060 in September 2025. The company's net worth stood at Rs 69,493 crore. It remains debt-free and continues to maintain its Crisil AAA (stable) and Crisil A1+ ratings. On the outlook front, Ambuja Cements said, 'Cement demand in Q2 FY26 was moderate and grew ~4% YoY. With GST reduction from 28% to 18%, improved economic sentiments, and higher investments from both the public and private sectors, the demand is expected to see an uptick, and we reaffirm our annual growth estimate of 7-8%.' The company noted that cement demand rose about 4% year-on-year in the September quarter and expects demand to gain further momentum in the coming months, supported by the GST rate reduction on cement from 28% to 18%, increased public and private investments, and improving consumer sentiment. Vinod Bahety, whole-time director & CEO of Ambuja Cements, said, 'This quarter has been noteworthy for the cement industry. Despite headwinds from prolonged monsoons, the sector will benefit from GST 2.0 reforms, CCTS, and withdrawal of coal cess. Our capacity expansion is well timed to capitalize on this positive momentum. We have upped our FY28 target capacity by 15 MTPA to 155 MTPA, coming at a much lower capex of $48/MT. Debottlenecking of logistics infrastructure will help improve utilization by 3%. We aim to deliver double-digit revenue growth, four-digit PMT EBITDA, and achieve a total cost of Rs 4,000 PMT by FY26, with a further 5% YoY reduction to Rs 3,650 PMT by FY28.' Ambuja Cements is a major cement-producing company in India. The principal activity of the company is to manufacture and market cement and clinker for both domestic and export markets.Powered by Capital Market - Live

Net profit of Ambuja Cements rose 268.22% to Rs 1765.71 crore in the quarter ended September 2025 as against Rs 479.53 crore during the previous quarter ended September 2024. Sales rose 24.98% to Rs 9129.73 crore in the quarter ended September 2025 as against Rs 7304.77 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales9129.737304.77 25 OPM %19.2915.22 - PBDT1945.481420.83 37 PBT1060.33900.37 18 NP1765.71479.53 268 Powered by Capital Market - Live

Ambuja Cements will hold a meeting of the Board of Directors of the Company on 3 November 2025.Powered by Capital Market - Live

Ambuja Cements announced that an Extra Ordinary General Meeting (EGM) of the Company will be held on 20 November 2025.Powered by Capital Market - Live

The Nifty September 2025 futures closed at 25,110, a premium of 104.5 points compared with the Nifty's closing at 25,005.50 in the cash market. In the cash market, the Nifty 50 index advanced 32.40 points or 0.13% to 25,005.50. The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, declining 1.68% to 10.36. Ambuja Cements, Oracle Financial Services Software (OFSS) and Bombay Stock Exchange (BSE) were the top-traded individual stock futures contracts in the F&O segment of the NSE. The September 2025 F&O contracts will expire on 30 September 2025.Powered by Capital Market - Live

On a year-on-year (YoY) basis, the company reported a 23.13% increase in consolidated net profit to Rs 787.88 crore, on a 23.54% rise in revenue from operations to Rs 10,244.11 crore in Q1 FY26 over Q1 FY25. The company reported profit before exceptional items and tax of Rs 1,292.63 crore in Q1 FY26, compared to Rs 1,094.06 crore recorded in the same period a year ago. The firm reported exceptional items of Rs 40 crore during the quarter. Ambuja Cements' sales volume stood at 18.4 million tons in Q1 FY26, registering a growth of 20.26% on a YoY basis. In Q1 FY26, operating EBITDA rose 53.2% year-on-year to Rs 1,961 crore, while the EBITDA margin improved to 19.1%, compared to 15.3% in Q1 FY25. EBITDA per metric tonne (PMT) stood at Rs 1,069 in June 2025. The company's net worth stood at Rs 66,436 crore. It remains debt-free and continues to maintain its Crisil AAA (stable) and Crisil A1+ ratings. On the outlook front, Ambuja Cements said, 'Cement demand during Q1 FY'26 registered 4% growth, compared to the marginal 2% growth during the same period in FY'25. Growth was largely driven by the government's ongoing flagship programs'PMAY, PMSY, Bharatmala, Sagarmala, and other cement-intensive projects. The cement sector's growth outlook for Q2 FY'26 continues to remain positive. For FY'26, we expect cement demand to grow in the range of 7% - 8%, backed by sturdy rural and urban demand, a modest pickup in infrastructure spending, and a steady recovery in housing & real estate. Ambuja Cements is well-positioned to capitalize on this growth with its expanding capacity, cost leadership, and sustainability focus. Vinod Bahety, whole-time director & CEO of Ambuja Cements, said, 'Our Q1 results are more than numbers'they reflect a vibrant mood, a transformation narrative rooted in speed, scale, and sustainability. We are delivering with a focus on value, business optimizers, solution-focused premium products, a rejuvenated supply chain, and superior brand pull across key markets aided by value unlocking from acquired assets. As we march towards 140 MTPA ecosystems by FY'28, we remain focused on reimagining cement as a solutions-driven, customer-centric business.' Ambuja Cements is a major cement-producing company in India. The principal activity of the company is to manufacture and market cement and clinker for both domestic and export markets.Powered by Capital Market - Live

Net profit of Ambuja Cements rose 23.13% to Rs 787.88 crore in the quarter ended June 2025 as against Rs 639.86 crore during the previous quarter ended June 2024. Sales rose 23.54% to Rs 10244.11 crore in the quarter ended June 2025 as against Rs 8292.10 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales10244.118292.10 24 OPM %19.1415.43 - PBDT2154.201570.11 37 PBT1292.631094.06 18 NP787.88639.86 23 Powered by Capital Market - Live

Ambuja Cements will hold a meeting of the Board of Directors of the Company on 31 July 2025.Powered by Capital Market - Live

Ambuja Cements has successfully commissioned 2.4 Million Ton Per Annum (MTPA) brownfield expansion of Cement Unit in Sankrail, West Bengal. With commissioning of this Cement Unit, Ambuja Cement's capacity has increased to 102.95 MTPA. Powered by Capital Market - Live