Q1 results: Ambuja Cements revenue crosses Rs 10,000 Cr mark, up 23% YoY

• Highest quarterly sales of 18.4 MnT, up 20% YoY, Mkt share up 2pp @ 15.5%
• Highest quarterly EBITDA at Rs 1,961 Cr, up 53% YoY
• EBITDA PMT@ Rs.1,069, up 28% YoY

NE BUSINESS BUREAU

AHMEDABAD, JULY 31

Ambuja Cements, the 9^th largest building materials solutions company globally and part of the diversified Adani Portfolio, on Thursday posted a 24 per cent year-on-year (YoY) rise in profit after tax  for the first quarter of FY2026 to Rs 970 crore. The growth was driven by the company’s highest-ever quarterly cement sales volume of 18.4 million tonnes (mt), up 20 per cent YoY.

Strong trade volumes, a higher share of premium products, and improved realisations contributed to the earnings performance. The company also completed its acquisition of Orient Cement during the quarter.

Revenue from operations rose 22.6 per cent YoY to Rs 10,289.1 crore, exceeding analysts’ expectations of Rs 9,751.1 crore. This marks the company’s best quarterly revenue performance to date.

Earnings before interest, tax, depreciation, and amortisation (EBITDA) surged 53 per cent YoY to Rs 1,961 crore. The company achieved this alongside a reduction in key costs: raw material costs fell 12 per cent, power and fuel costs declined by 3 per cent, freight and forwarding by 3 per cent, and other expenses dropped by 2 per cent YoY.

Sequentially, revenue grew by 3.1 per cent, though profit declined 17.6 per cent. With a current installed capacity of 104.5 mtpa, Ambuja is India’s second-largest cement producer and aims to reach 140 mtpa by FY2028.

Vinod Bahety, Whole Time Director & CEO, Ambuja Cements, said: “Our Q1 results are more than numbers – they reflect a vibrant mood, a transformation narrative rooted in speed, scale and sustainability.  We are delivering with focus on value, business optimiser, solution focussed premium products, rejuvenated supply chain and superior brand pull across key markets aided by value unlocking from acquired assets.  As we march towards 140 MTPA ecosystem by FY’28, we remain focused on reimagining cement as a solutions-driven customer-centric business.  It’s pertinent to highlight some of our new business drives like NirmAAAnotsav (in partnership with CREDAI), Gruhalaxmi, Dhanvarsha, Super Sunday program and others have been very well received across the business stakeholders.  Further, integration of Orient assets has been completed ahead of time with good results from these assets.  We have a good visibility to sustain this performance and well-positioned to lead the next phase of growth with a sustainable EBITDA of Rs. 1,500 PMT.”

 Financial Performance for the Quarter ended June 30, 2025