AMBUJACEMBSEAmbuja Cements Ltd· Cement & Cement ProductsHighNeutral
Announced Mon, 4 May, 2026 · 14:21 IST

Ambuja Cements Limited has informed the exchange that the Record Date for the purpose of dividend is June 12, 2026.

Pat Growth 25pctEbitda Margin CompressionResults RestatedExceptional ItemRelated Party TransactionsResults View source PDFExplain this filing

AMBUJACEM · price

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

Price reactionminutes from the announcement price · days from the prior close
+0.1%Reaction day
₹443.95
prior close
₹455.90
announcement price
In-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.6%-0.4% vs market
Cement & Cement Products peers, median of 35sector+0.4%-0.2% vs sector

On the reaction day the stock moved 0.4 pts less than Nifty 100 and 0.2 pts less than its Cement & Cement Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
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Reaction day
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Next day
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UpDownMarket · Nifty 100Sector · Cement & Cement Products peers, median of 35Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Ambuja Cements has fixed June 12, 2026 as the Record Date for dividend entitlement. The Board has recommended a dividend of Rs. 2.00 per equity share (100%) for FY2025-26, payable after July 1, 2026 upon shareholder approval at the AGM on June 26, 2026. For FY2026, standalone revenue grew 12.5% to Rs. 25,828 crore, while profit after tax surged 25.5% to Rs. 3,558 crore. However, this profit growth is significantly inflated by a one-time tax credit of Rs. 2,391 crore due to favorable court decisions on historical tax positions. Without this tax benefit, operating profit actually declined due to margin compression. The results have been restated to reflect the amalgamation of Sanghi Industries Limited and Penna Cement Industries Limited with effect from April 1, 2024 and August 16, 2024 respectively. Statutory auditors issued an unmodified opinion.

Likely market impact

While the company declared a steady dividend and reported 25.5% PAT growth, the core operating performance showed margin compression due to higher input costs and exceptional items of Rs. 321 crore (net). The massive tax write-back inflated profits and investors should focus on underlying operational performance rather than headline profit numbers.