Ambuja Q2 FY27 results, expansion roadmap and merger update

Management guided margin improvementPromoter disclosed acquisition plansInvestor Communications View source PDF Explain this filing

AMBUJACEM · price

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Price reactionminutes from the announcement price · days from the prior close

+1.9%Reaction day

₹368.00

prior close

₹368.90

announcement price

After-mkt

timing

Nifty 100market+0.8%+1.1% vs market

Cement & Cement Products peers, median of 34sector+1.4%+0.5% vs sector

On the reaction day the stock moved 1.1 pts more than Nifty 100 and 0.5 pts more 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

Stock

+0.5

10m

+0.7

15m

+0.9

30m

+1.1

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.9+0.8+1.1+1.4+0.5

Next day

+5.3+3.1+2.3+3.6+1.7

+6.1pendingpending+3.1+3.0

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15d

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UpDownMarket · Nifty 100Sector · Cement & Cement Products peers, median of 34Pending

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

AI summary

Q2 FY27: sales 16.5 million metric tons, revenue INR9,197 crore, EBITDA INR1,271 crore (margin about 14%), PAT INR236 crore. Trade volumes rose 8.6%. Management plans 14 projects adding 30 million tons of cement capacity for INR14,500 crore, targeting 149 million tons by FY29 and 155 million tons by FY30. Cost targets: INR4,250 per ton in FY27 and INR4,000 at FY28. ACC and Orient Cement mergers with Ambuja are expected within FY27.

Likely market impact

Expansion supports growth and a debt-free balance sheet, but higher fuel and logistics costs may squeeze margins in the near term.