AMBUJACEMBSEAmbuja Cements LtdHighNeutral
Announced Mon, 4 May · 14:06 IST

Ambuja Cements Limited has informed the exchange regarding outcome of Board Meeting held on May 04, 2026.

Pat Growth 25pctExceptional ItemResults RestatedAuditor Mid Year ChangeResults View source PDF

AMBUJACEM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.3%1-day move
₹443.95
prior close
₹448.45
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AI summary

Ambuja Cements reported audited standalone FY2025-26 results with revenue from operations at Rs. 25,052 crore, up ~20% from Rs. 20,889 crore in the prior year (restated). Profit after tax stood at Rs. 3,558 crore vs Rs. 2,835 crore (restated), a ~25.5% increase, boosted by a one-time tax write-back of Rs. 1,180 crore following favorable court decisions. However, profit before tax declined to Rs. 1,167 crore from Rs. 2,920 crore due to higher input costs (power, fuel, freight) and exceptional items of Rs. 321 crore (including stamp duty on amalgamations, labour code impact, and disputed tax provisions). The Board recommended a dividend of Rs. 2 per share (100%) for FY2025-26. Results were restated due to amalgamation of Sanghi Industries and Penna Cement subsidiaries with effect from April 1, 2024. The company also appointed Grant Thornton Bharat LLP as new internal auditor replacing Mr. Shobhit Dwivedi due to organizational restructuring.

Likely market impact

PAT growth of ~25.5% is positive for shareholders, but the underlying operating profit declined sharply due to cost pressures and exceptional items. The significant tax write-back inflates headline earnings; investors should focus on core operating performance. The dividend and clean audit opinion provide stability signals.