Ambuja Cements Limited has informed the Exchange regarding a press release dated November 03, 2025, titled "Ambuja Cements Limited has informed the Exchange regarding a press release dated November 03, 2025, titled "Ambuja Cements achieves robust Q2 FY26 Performance".".
AMBUJACEM · price
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Ambuja Cements posted a strong Q2 FY26 with highest-ever quarterly revenue of Rs 9,174 Cr, up 21% YoY, and record cement volume of 16.6 MnT, up 20% YoY. Q2 PAT surged 364% YoY to Rs 2,302 Cr, but this includes a one-time income tax provision reversal of Rs 1,697 Cr, so the underlying profit growth is more moderate. EBITDA rose 58% YoY to Rs 1,761 Cr with margin expanding 4.5 percentage points to 19.2%, supported by a 5% YoY reduction in total costs. The company raised its FY28 capacity target from 140 to 155 MTPA through low-cost debottlenecking at USD 48/MT, launched an AI-powered operations platform called CiNOC, and remains debt-free with a Crisil AAA stable rating. Market share grew to 16.6%, premium cement contributed 35% of trade sales, and renewable energy capacity reached 673 MW, targeting 900 MW by year-end.
Robust volume growth, margin expansion, and capacity expansion plans point to positive earnings momentum, though the headline PAT figure is inflated by a tax reversal. Shareholders benefit from a debt-free balance sheet, Crisil AAA rating, and a clear cost-reduction roadmap targeting Rs 3,650 PMT by FY28.