EBITDA PMT Surges 27% QoQ to Rs 931 PMT
EDITOR’S SYNOPSIS
Consolidated Financial Highlights Q1 FY’27
Ahmedabad, 28 July 2026: Ambuja Cements Limited, part of the diversified Adani Portfolio and the world’s ninth largest cement company, delivered robust performance for the first quarter ended 30 June 2026.
Mr. Vinod Bahety, Whole Time Director and CEO, Ambuja Cements Limited, said, “We have started FY'27 with strong momentum, driven by our focus on value-led growth, premiumisation and disciplined execution. Higher trade sales and an increased share of premium products strengthened our market mix, resulting in improved profitability and quality of earnings.
Despite temporary cost headwinds arising from the West Asia geopolitical tensions, we delivered a sequential cost reduction of Rs. 206 PMT through operational excellence, improved energy efficiency, a lower clinker factor and disciplined cost management. This resulted in a 331 bps QoQ expansion in EBITDA margin to 16.7%.
Looking ahead, we are confident on continuing our momentum and improve our cost structure further. We are well on track to increase our capacity to 119 MTPA by the end of FY’27, with the commissioning of Dahej (1.2 MTPA), Salai Banwa (2.4 MTPA), Bathinda (1.2 MTPA) Jodhpur (2 MTPA), Kalamboli (1 MTPA) and Warisaliganj (2.4 MTPA). We are firmly on course to deliver cost reduction of approximately Rs 250 PMT to achieve targeted cost of Rs 4,250 PMT by end of FY’27.
At the same time, we continue to strengthen our leadership in sustainable construction through innovation and our partnership with LEILAC, accelerating our low-carbon transition and building capabilities that will support the next phase of growth."
Business Performance:
Operational Metrics:
| Particulars (YoY) | Q1 FY’27 | Q1 FY’26 | Q4 FY’26 |
|---|---|---|---|
| Kiln Fuel Cost | Rs 1.66/’000 kCal | Rs 1.59/’000 kCal | Rs 1.61/’000 kCal |
| Power Cost | Rs 6.0/ kWh | Rs 5.9/ kWh | Rs 5.9/ kWh |
| Green Power share | 34% | 28% | 32% |
| Primary Lead | 249 kms | 269 kms | 262 kms |
| Direct Dispatch (%) | 58% | 57% | 61% |
| Premium Products (% of trade sales) | 34% | 33% | 36% |
Consolidated Financial Performance:
| Particulars | UoM | Q1 FY’27 | Q1 FY’26 | Q4 FY’26 |
|---|---|---|---|---|
| Sales Volume (Cement) | Mn T | 17.1 | 18.4 | 19.9 |
| Revenue from Operations | Rs. Cr | 9,500 | 10,289 | 10,916 |
| Operating EBITDA & Margin | Rs. Cr | 1,589 | 1,961 | 1,465 |
| % | 16.7% | 19.1% | 13.4% | |
| Rs. PMT | 931 | 1,069 | 735 | |
| PAT | Rs. Cr | 660 | 1,041 | 1,857 |
| EPS – Diluted | Rs. | 2.32 | 3.53 | 7.37 |
Balance Sheet Strength:
Capacity Expansion:
ESG Updates:
(Link: https://www.ambujacement.com/digital-brsr-2025-26/index.html)
Digitalisation:
Branding and Technical Services:
Impact of West Asia Conflict on Industry:
Industry Outlook:
India's economic fundamentals remain strong, with FY'26 GDP growth at 7.7%. Cement demand is expected to remain soft at ~5% for FY’27. While near-term cement demand may be impacted by seasonal monsoon softness, geopolitical uncertainties, and input cost volatility, the sector’s long-term outlook remains constructive, supported by sustained infrastructure investments, urbanisation, and housing demand.
Ambuja Cements remains well positioned to outperform industry growth. The Company will continue to leverage its strong brand portfolio, expanding ready-mix concrete footprint, premiumisation strategy, operational excellence and cost leadership initiatives.
About Ambuja Cements Limited
Ambuja Cements Limited is the 9th largest cement company globally, a key part of the diversified Adani Portfolio – the country’s fastest-growing portfolio of sustainable businesses. With a cement capacity of 109 MTPA across 24 integrated manufacturing plants and 22 grinding units, Ambuja Cements is at the forefront of building a greener, stronger India. The Company is accelerating its decarbonisation journey through investments in 1 GW of renewable energy (solar + wind), 376 MW of Waste Heat Recovery Systems (WHRS) by FY’28, a partnership with Leilac Limited for low-carbon cement production and a partnership with Coolbrook to deploy zero-carbon RotoDynamic Heater™ (RDH™) technology. Ambuja Cements has achieved 12x water positivity and 7.23x plastic negativity. It is committed to net-zero by 2050, being amongst the four large-scale building materials companies in the world, with its near-term and net-zero targets validated by the Science Based Targets initiative (SBTi). Its blended cement products are GreenPro certified, and its innovative products are listed in the GRIHA product catalogue. The Company operates a captive port network with ten terminals for cleaner, cost-effective bulk cement shipments. Recognised among ‘India’s Most Trusted Cement Brand’ by TRA Research and ‘Iconic Brands of India 2024’ by The Economic Times, Ambuja Cements is the world’s first cement manufacturer to join the Alliance for Industrial Decarbonization (AFID), a global alliance facilitated by IRENA and a member of LeadIT, first global high-level initiative on reaching net-zero emissions from heavy industry.
| For media queries, please contact: | For investor relations, please contact: |
|---|---|
| Roy Paul | CA. Deepak Balwani |
| Adani Portfolio | Ambuja Cements Limited |
| roy.paul@adani.com | deepak.balwani@adani.com |
Safe Harbour Statement
This press release contains forward-looking statements relating to Ambuja Cements Limited and ACC Limited’s future operations, performance, and financial outlook, which are based on current assumptions and expectations. These statements involve inherent risks and uncertainties that could cause actual results to differ materially from those anticipated. Factors such as changes in market conditions, economic developments, regulatory requirements, industry dynamics, and unforeseen circumstances may impact the company’s performance. Ambuja Cements Limited and ACC Limited undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. For a detailed discussion of these risks, please refer to our filings with the Securities and Exchange Board of India (SEBI) and other relevant regulatory authorities.
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