Ambuja Cements Reports Q3FY26 Results; Announces Senior Management Changes
Ambuja Cements announced Q3FY26 results showing revenue growth to ₹5,908.67 crore but declining profit after tax to ₹203.99 crore due to exceptional items. The Board approved key senior management changes including new appointments for Sales & Marketing head and Security head, while Managing Director Ajay Kapur will superannuate on January 31, 2026.
*this image is generated using AI for illustrative purposes only.
Ambuja Cements Limited announced its unaudited financial results for the quarter and nine months ended December 31, 2025, alongside significant senior management changes approved by the Board of Directors on January 30, 2026.
Financial Performance Overview
The company reported mixed financial performance for Q3FY26, with revenue from operations reaching ₹5,908.67 crore compared to ₹4,888.41 crore in the corresponding quarter of the previous year. However, profit after tax declined to ₹203.99 crore from ₹1,758.03 crore in Q3FY25.
| Financial Metric: | Q3FY26 | Q3FY25 | Change |
|---|---|---|---|
| Revenue from Operations: | ₹5,908.67 crore | ₹4,888.41 crore | +20.87% |
| Total Income: | ₹6,019.15 crore | ₹5,853.28 crore | +2.83% |
| Profit Before Tax: | ₹226.25 crore | ₹1,083.99 crore | -79.13% |
| Profit After Tax: | ₹203.99 crore | ₹1,758.03 crore | -88.39% |
| Basic EPS: | ₹0.83 | ₹7.14 | -88.38% |
For the nine months ended December 31, 2025, the company achieved revenue from operations of ₹16,588.65 crore and profit after tax of ₹2,447.03 crore, compared to ₹13,499.84 crore and ₹2,826.08 crore respectively in the corresponding period of the previous year.
Exceptional Items Impact
The company's financial performance was significantly affected by exceptional items totaling ₹35.37 crore for the quarter. These included provisions for disputed VAT/CST incentives (₹113.52 crore), impact from new labour law implementation (₹45.22 crore), offset by receivables related to Infrastructure Development Cess and Environment Cess (₹123.37 crore).
Senior Management Changes
The Board approved several key leadership transitions effective February 1, 2026:
| Position: | Outgoing | Incoming |
|---|---|---|
| Head - Sales, Marketing & Logistics: | - | Mr. Sanjay Kumar Behl (New SMP) |
| Head - Security: | Col. Bhawar Singh | Col. Ravinder Rajput |
| Managing Director: | Mr. Ajay Kapur (Superannuating Jan 31, 2026) | - |
Mr. Sanjay Kumar Behl brings distinguished leadership experience spanning FMCG, telecom, lifestyle, and mobility sectors, including roles as CEO at Greaves Electric Mobility Solutions and leadership positions at Raymond's Lifestyle Business, Reliance DTH, Hindustan Unilever, and Nokia.
Col. Ravinder Rajput, the incoming Head-Security, brings over 27 years of distinguished service in the Indian Armed Forces, with extensive experience in security operations, commanding operational mechanized units, and serving in high-risk roles including a United Nations Mission assignment.
Operational Developments
The results include the financial performance of recently acquired entities, including Orient Cement Limited (acquired April 22, 2025) and the amalgamation of Adani Cementation Limited (effective August 1, 2025). The company continues to pursue various scheme arrangements for subsidiaries including Sanghi Industries Limited and Penna Cement Industries Limited, subject to regulatory approvals.
Regulatory Compliance
The financial results were prepared in accordance with Regulation 33 of SEBI Listing Regulations and reviewed by statutory auditors SRBC & CO LLP. The Board meeting commenced at 1:00 p.m. and concluded at 2:20 p.m. on January 30, 2026, with all relevant documents to be posted on the company's website at www.ambujacement.com .
Historical Stock Returns for Ambuja Cements
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -4.83% | -6.67% | -7.60% | -16.38% | -2.29% | +109.64% |
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