Ambuja Cements Limited has informed the Exchange regarding a press release dated July 31, 2025, titled "Ambuja Cements begins FY 26 with a robust performance".
AMBUJACEM · price
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Ambuja Cements reported a strong start to FY26, posting its highest-ever quarterly cement sales of 18.4 million tonnes (up 20% YoY) and revenue of Rs 10,289 crore (up 23% YoY), crossing the Rs 10,000 crore mark for the first time. Operating EBITDA surged 53% YoY to Rs 1,961 crore, with margins expanding 3.8 percentage points to 19.1%, and profit after tax grew 24% YoY to Rs 970 crore (EPS of Rs 3.20, up 22% YoY). The company gained 2 percentage points of market share to reach 15.5% and remains debt-free with a net worth of Rs 66,436 crore. NCLT approved the amalgamation of Adani Cementation with Ambuja Cements on 18 July 2025, unlocking 275 MnT of limestone reserves. The company is on track to reach 118 MTPA capacity by March 2026 and 140 MTPA by FY28, with the industry expected to grow 7-8% in FY26.
Record-breaking volumes, market share gains, margin expansion, and a debt-free balance sheet are clearly positive for the stock. The NCLT-approved merger, capacity expansion roadmap, and improving cost metrics (green power, logistics, coal) further support the long-term growth story.