Q4 Results Live Updates
Ambuja Cements, ACC Q4 FY26 Earnings Call: Record Volumes, Cost Pressures, and Strategic Reset
10 May 26Ambuja Cements reported its highest-ever annual sales volume of 73.7 million tonnes for FY26, up 16% YoY, with normalized EBITDA of INR6,539 crores, up 31% YoY, and PAT of INR2,647 crores, up 17% YoY. Q4 FY26 production costs peaked at INR4,500 per tonne, driven by higher freight, packaging, branding, and repair costs, particularly at acquired assets Penna and Sanghi. Management targets a cost reduction of INR250 per tonne for FY27 to reach an average of INR4,250 per tonne, alongside consolidated volume growth to approximately 80 million tonnes. The company outlined a recalibrated capex plan of INR6,000–INR6,500 crores for FY27, targeting cement capacity of approximately 119 million tonnes by end of FY27, with a strategic focus on trade sales, premium cement, and disciplined capital allocation.
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