Ambuja Cements Limited has informed the Exchange about Investor Presentation
AMBUJACEM · price
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Ambuja Cements shared an addendum to its Q1 FY26 investor presentation, answering analyst queries from the July 31, 2025 earnings call. Consolidated cement volume grew to 18.4 MnT (from 15.3 MnT in Jun'24), with EBITDA margin at 19.1% and PAT at Rs 970 Cr (EPS Rs 3.20). The company has changed its reporting basis to align with industry practice, now reporting EBITDA per ton (PMT) on cement only, as clinker sales are negligible. Power and fuel costs rose 8% sequentially to Rs 1,367/ton, attributed to Orient consolidation, higher clinker inventory, and lower waste heat recovery due to planned kiln shutdowns. Other expenses normalized to Rs 678/ton after adjusting for RMX business and acquisition-related items. Cash dropped sharply from Rs 10,125 Cr to Rs 2,971 Cr, mainly due to a Rs 5,906 Cr outflow for the Orient acquisition and Rs 1,929 Cr in capex.
Strong volume growth (20% YoY) and margin expansion from acquisitions signal positive momentum, but rising power and fuel costs and a steep cash decline post-Orientation acquisition may weigh on near-term sentiment. Shareholders should watch for margin trends as new assets ramp up and inventory benefits flow through in Q2.