India · Delayed Price · Currency is INR Ambuja Cements Earnings Call Transcripts
Fiscal Year 2026
-
Record annual sales volume and strong EBITDA growth achieved despite cost pressures and soft demand. Integration of acquired assets continues, with focus on cost reduction, premiumization, and disciplined CapEx. FY 2027 targets include 8% volume growth and INR 250/ton cost reduction.
-
Industry-leading volume and revenue growth, improved premiumization, and strong cost control drove record quarterly results. Capacity expansion and digital initiatives support a positive outlook, with double-digit volume growth and cost reductions expected.
-
Sales volume rose 20% YoY, revenue grew 21%, and EBITDA margin improved to 19.2%. Cost per ton fell 5% YoY, with strong premium product growth and rapid integration of acquired assets. Capacity expansion and digital initiatives support a bullish outlook.
-
Achieved record revenue, EBITDA, and market share gains, driven by acquisitions and premium product growth. Capacity utilization and cost efficiencies improved, with robust CapEx plans and a strong balance sheet supporting expansion to 140 million tons by FY2028.
Fiscal Year 2025
-
Achieved 100+ million tons capacity, with strong revenue and EBITDA growth, robust cash position, and clear roadmap to 140 million tons by FY 2028. Cost reduction and premium product focus are on track, with major expansions and digital initiatives underway.
-
Revenue grew to INR 9,329 crores in Q3 FY25, with EBITDA margin at 18.4% and strong volume growth, though margins were impacted by ramp-up costs and lower realizations in southern markets. CapEx for the year is set at INR 9,000 crores, with major expansions and cost reduction initiatives underway.
-
Revenue grew to INR 7,500 crores in Q2 FY25, with 9% YoY volume growth and improved cost efficiencies. Capacity expansion and acquisitions are on track, with a debt-free balance sheet and robust cash position. Demand outlook remains positive, supported by infrastructure and housing.
-
Cement capacity rose 32% YoY to 89 million tons, with revenue at INR 8,311 crore and EBITDA margin at 15.4%. Cost reductions and green power initiatives are underway, with major expansions and Penna integration set to drive growth and maintain a debt-free position.