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Delay in capacity commissioning
View Risks →Ambuja Cements Limited — Q2 FY26
Ambuja Cements delivered a robust Q2 FY26 with consolidated revenue of ₹9,174 crore (+21% YoY) and EBITDA of ₹1,761 crore (+58% YoY), driven by record sales volume of 16.6 million tons (+20% YoY) and cost reductions.
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Ambuja Cements delivered a robust Q2 FY26 with consolidated revenue of ₹9,174 crore (+21% YoY) and EBITDA of ₹1,761 crore (+58% YoY), driven by record sales volume of 16.6 million tons (+20% YoY) and cost reductions. EBITDA margin expanded 500 bps YoY to 19.2%, aided by lower kiln fuel costs (₹1.65/kcal) and operational efficiencies. Management reiterated a cost target of ₹4,000/ton by March 2026 and raised capacity target to 155 MTPA by FY28 via debottlenecking. Key risks include potential delays in commissioning new capacities and volatility in fuel prices.
अंबुजा सीमेंट ने दूसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल आय ₹9,174 करोड़ रही, जो पिछले साल से 21% ज़्यादा है। मुनाफा ₹1,761 करोड़ रहा, जो 58% बढ़ा। इसकी वजह रिकॉर्ड 16.6 मिलियन टन सीमेंट बिक्री (20% ज़्यादा) और लागत में कमी है। कंपनी का मुनाफा मार्जिन 19.2% हो गया, जो पिछले साल से 5% ज़्यादा है। ऐसा कोयले की कम कीमत और बेहतर कामकाज से हुआ। कंपनी का लक्ष्य मार्च 2026 तक प्रति टन लागत ₹4,000 करना है और 2028 तक सालाना उत्पादन क्षमता 155 मिलियन टन पहुंचाना है। जोखिम: नई क्षमता शुरू करने में देरी और ईंधन की कीमतों में उतार-चढ़ाव।
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Read Transcript →Quarter Snapshot
Sales Volume
16.6M tons
+20% YoY
Highest ever quarterly sales volume, outpacing industry growth of 4%.
Market Share
16.6%
+1pp YoY
Market share increased by 1 percentage point year-on-year.
Premium Cement Share
35%
+28% YoY
Premium products as a percentage of total trade sales; volume grew 28% YoY.
Green Power Share
33%
+14.3pp YoY
Renewable energy share increased to 33% in Q2, targeting 60% by FY28.
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Guidance and risk preview
Management targets total cost of ₹4,000 per metric ton by end of FY26, a 5% reduction from current ₹4,200/ton.
Six projects delayed by a quarter due to torrential rains and floods, posing risk to timely capacity additions.
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