Ambuja Cements Limited has informed the Exchange about Investor Presentation
AMBUJACEM · price
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Ambuja Cements reported 16% volume growth in FY'26 with cement sales of 73.7 MnT, outperforming the industry. Q4FY'26 volumes rose 10% YoY to 19.9 MnT. However, Q4 EBITDA margin compressed to 13.4% from 18.7% YoY due to 35% increase in petcoke costs from the West Asia conflict, packaging supply constraints, and labor migration. Full-year EBITDA improved 10% to Rs 6,539 Cr with margin of 16.1%. The company remains debt-free with AAA ratings and Rs 1,770 Cr cash. Management guided cost reduction of Rs 150-200 PMT expected in FY'27 through fuel mix optimization, higher renewable energy usage, and logistics improvements. Capacity will expand from 109 MTPA to ~119 MTPA by H1FY'27. Sanghi and Penna mergers completed; Orient merger awaiting approvals.
The stock faces near-term margin pressure from fuel inflation and softer demand outlook (~5% for FY27), but long-term growth story remains intact with capacity expansion, merger synergies, and cost reduction initiatives providing structural support.