Ambuja Cements Limited has informed the Exchange about the transcript of earning call held on 31st July 2025, pertaining to Unaudited Financial Results for the quarter ended 30th June 2025
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Ambuja Cements reported its highest-ever quarterly performance for Q1 FY26. Sales volume rose 20% year-on-year to 18.4 million tonnes, lifting market share by 2% to 15.5%. Revenue crossed Rs 10,000 crore for the first time at Rs 10,289 crore (up 23% YoY), supported by a 4% price gain and a 43% jump in premium product share to 33% of trade sales. Quarterly EBITDA hit a record Rs 1,961 crore, with EBITDA per tonne at Rs 1,069 (up 28% YoY) and margin at 19.1%. The company remains debt-free with a net worth of Rs 66,436 crore and a CRISIL AAA rating. Management raised the industry demand growth estimate from 6-7% to 7-8% and reiterated its target of Rs 1,500/tonne EBITDA by 2028, 140 MTPA capacity by FY28, and 60% green power share by FY28. Cash position stands at roughly Rs 3,000 crore after capex, the Orient acquisition, and dividends, with FY26 capex guided at Rs 9,000-10,000 crore.
Strong quarter with record volumes, revenue, and EBITDA reinforces the growth story, while the reaffirmed debt-free status and large capex pipeline signal continued capacity-led expansion. Shareholders can expect sustained volume and margin momentum, though cash has fallen sharply from Rs 10,250 crore in March due to acquisitions and capex, which investors should track.