Ambuja Cements Limited has informed the Exchange about Transcript of earnings call held on 29th April, 2025 pertaining to Audited Financial Results of the Company for the quarter and financial year ended 31st March, 2025
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Ambuja Cements held an earnings call on April 29, 2025 to discuss Q4 and FY25 results. The company crossed 100 million tons (MT) of cement capacity in just 30 months, becoming the 9th largest cement company globally. Q4 FY25 revenue grew 11% YoY to INR 9,889 crores with EBITDA of INR 1,868 crores (margin ~19%) and EBITDA per ton of INR 1,001. FY25 revenue touched a record INR 35,045 crores with EBITDA per ton of INR 915. The company is debt-free with cash and equivalents of INR 10,125 crores and net worth of ~INR 64,000 crores. Management reiterated capacity targets of 118 MTPA by FY26 and 140 MTPA by FY28, cost target of INR 3,650/ton and EBITDA per ton target of INR 1,500 by FY28. Premium cement share is at 29% with a FY26 target of 35%.
The call reinforces a strong growth and margin expansion story, backed by clear multi-year targets on capacity, costs, and profitability. The debt-free balance sheet and ~INR 10,000 crores cash provide ample firepower for the ~INR 9,000 crores annual capex, supporting long-term value creation for shareholders.