What the business is, and whether it's a good one at a fair price.
Manufactures and sells cement and ready-mix concrete in India, earning Rs 40,655.68 cr of revenue in FY26. Cement is the dominant business at Rs 38,897.99 cr in revenue for FY26, with ready-mix concrete contributing Rs 1,965.17 cr over the same period. Cement sales volume reached a record 73.7 million tonnes in FY26 (+16% YoY) at an EBITDA per tonne of Rs 887. Cement capacity stood at 109 MTPA at end-FY26, with a target of 119 MTPA by FY27 end. The trade channel accounted for 74% of cement sales in Q4 FY26, and premium cement made up 35-36% of trade volumes. Green power contributed 32% of the energy mix. Ready-mix concrete, though smaller, serves the same construction-sector customer base. Cost structure is dominated by other operating expenses at 63.4% of revenue, with materials at 16%, depreciation at 8.8% and employees at 3.9%. Cost of production peaked at Rs 4,500/tonne in Q4 FY26 (against an earlier Rs 4,000 target), driven by acquired-asset inefficiencies, packaging costs and fuel inflation; full-year FY27 target is Rs 4,250/tonne. Capex was 15.6% of revenue in FY26, with FY27 guided at Rs 6,000-6,500 cr at an 18% project IRR threshold. The company is debt-free with an AAA credit rating and is consolidating several acquired cement companies — Sanghi Industries and Penna Cement amalgamations are completed, with ACC and Orient Cement schemes pending shareholder/NCLT approval. Sanghi ran at 57% utilization and Penna at 46% in FY26, pulling on consolidated costs.
Measured from the filed financials, judged against its Cement & Cement Products peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
How does it stack up on valuation, returns and growth?
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Who owns it — and is the promoter stake clean?
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Answered from AMBUJA CEMENTS LTD's filed financials and exchange disclosures
AMBUJA CEMENTS LTD is a Cement & Cement Products company listed on NSE and BSE, trading under the symbol AMBUJACEM.
Yes. Over the trailing twelve months AMBUJA CEMENTS LTD reported a net profit of ₹5,187 Cr on revenue of ₹39,867 Cr.
Yes. The dividend yield is 0.58% at the current price. It paid out 10% of its profit as dividend in FY26.
Effectively yes. It holds ₹839 Cr more cash than debt. Debt stands at 0.00× equity.
On trailing P/E, AMBUJA CEMENTS LTD ranks 17 of 35 in Cement & Cement Products — cheaper than 53% of them, against an industry median of 24.6×. This is a position, not a valuation judgement.
On a typical session AMBUJA CEMENTS LTD moves 0.92% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by AMBUJA CEMENTS LTD appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
