Ambuja Cements Limited has informed the exchange about Investor Presentation - Operational & Financial Highlights of the Company for the quarter and Financial year ended March 31, 2026.
AMBUJACEM · price
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Ambuja Cements reported 16% volume growth in FY'26 with cement sales of 73.7 MnT, outperforming industry growth. Q4FY'26 saw volumes of 19.9 MnT, up 10% YoY. However, Q4 EBITDA per tonne dropped 29% to Rs 735 due to a 35% surge in petcoke costs from the West Asia conflict, packaging supply constraints, and labor migration. FY'26 consolidated EBITDA was Rs 6,539 Cr with EBITDA margin of 16.1%, though management highlighted normalized EBITDA improvement of 31% YoY excluding one-time items. The company remains debt-free with cash of Rs 1,770 Cr and AAA credit rating. Sanghi and Penna mergers have been completed, while ACC and Orient amalgamation awaits SEBI approval expected in FY'27. New capacity of ~119 MTPA will be commissioned in H1FY'27, with efforts to improve utilization from 77% to 85%.
Near-term margin pressure from energy costs and geopolitical headwinds may weigh on Q1FY'27 performance, but cost mitigation initiatives targeting Rs 150-200 PMT reduction and capacity expansion support long-term value creation. The company remains financially strong with deleveraged balance sheet.