Ambuja Cements Management Guidance Tracker

Management targets total cost of ₹4,000 per metric ton by end of FY26, a 5% reduction from current ₹4,200/ton.

Targeting ₹250/ton reduction in average cost from Q4 FY26 exit of ₹4,500/ton, reaching ~₹4,250/ton for FY27.

Cement capacity target revised from 140 to 155 million tons per annum by FY28, including 15 MTPA from debottlenecking.

Cement capacity expected to increase to 119 million tons by end of FY27, including 10 million tons of new grinding units.

Management expects to sustain double-digit volume growth in coming quarters, though not necessarily 20% as base expands.

Management expects 8% volume growth to ~80 million tons in FY27, driven by stabilization of acquired assets and new capacities.

Renewable energy capacity expected to reach 900 MW by end of FY26 and 1,122 MW by FY27, targeting 60% green power share by FY28.

Capital expenditure for FY27 estimated at ₹6,000-6,500 crore, focused on completing ongoing projects and debottlenecking.