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Ambuja Cements (500425) investor relations material
Ambuja Cements Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved highest-ever quarterly revenue and EBITDA, with sales volume reaching 18.4 million tons, up 20% YoY, and revenue surpassing ₹10,289 crore, a 23% increase YoY, driven by robust volume growth, price improvement, and successful integration of Orient Cement and Penna Cement.
EBITDA reached a record ₹1,961 crore, up 53% YoY, and PAT rose 24% to ₹970 crore; EPS at ₹3.20, up 22% YoY.
Cement capacity stands at 104.5 MTPA, with expansion projects on track to reach 118 MTPA by March 2026 and 140 MTPA by FY28.
Company remains debt-free with a net worth of ₹66,436 crore and maintains the highest credit ratings.
Recognized as India's Most Trusted Cement Brand for the fourth consecutive year.
Financial highlights
Consolidated revenue for Q1 FY26 was ₹10,289 crore, up from ₹8,392 crore in Q1 FY25; sales volume reached 18.4 million tons, up 20% YoY.
EBITDA at ₹1,961 crore, EBITDA per ton at ₹1,069 (up 28% YoY), EBITDA margin at 19.1% (up 3.8%).
PAT at ₹970 crore, up 24% YoY; EPS at ₹3.20, up from ₹2.62 YoY; net worth at ₹66,436 crore.
Cash and cash equivalents at ₹3,000 crore after acquisitions and CapEx.
Cost per ton for raw material, power, and freight reduced sequentially, supporting margin expansion.
Outlook and guidance
Cement demand expected to grow 7–8% in FY26, driven by housing, infrastructure, and commercial sectors.
Targeting 118 million tons cement capacity by end of FY26 and 140 million tons by FY28, with 14.6 MTPA under execution.
Blueprint to achieve EBITDA of ₹1,500 per ton by 2028.
CapEx guidance for FY26 is ₹9,000–10,000 crore.
Focus on premiumization, cost optimization, and leveraging group synergies to drive future profitability.
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