India · Delayed Price · Currency is INR Ambuja Cements Earnings Call Transcripts
Fiscal Year 2026
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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.
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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.
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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.
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Achieved record revenue and EBITDA in Q1 FY2026, driven by strong volume growth, premium product sales, and successful integration of new assets. Capacity expansion and cost reduction initiatives remain on track, with a positive demand outlook and robust financial position.
Fiscal Year 2025
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Achieved 100+ million tons capacity, with strong revenue and EBITDA growth, and a robust balance sheet. Cost reduction and premium product focus are on track, with major expansions and digital initiatives underway. Industry demand and pricing outlook remain positive.
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Q3 FY25 saw 16.7% YoY volume growth and revenue of INR 9,329 crores, with EBITDA margin at 18.4%. Integration of new assets temporarily raised costs, but ongoing ramp-up and cost initiatives are expected to drive margins and capacity to 140 million tons by FY28.
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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.
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Cement capacity rose 32% to 89 million tons, with strong cost reductions and a robust cash position. Major CapEx in green power and acquisitions like Penna and Sanghi are set to drive growth, while cost optimization and market expansion remain key priorities.