Ambuja Cements Limited , a part of the Adani Group, has announced strong financial results for the first quarter of fiscal year 2026, demonstrating significant growth across key metrics.

Highlights of Q1 FY26 Performance

• Highest quarterly cement sales volume of 18.4 million tonnes, up 20% year-on-year
• Quarterly revenue crossed the ₹10,000 crore mark, reaching ₹10,289.00 crore, a 23% increase from the previous year
• EBITDA surged to ₹1,961.00 crore, up 53% year-on-year
• EBITDA per metric tonne improved to ₹1,069.00, a 28% increase
• Market share expanded by 2 percentage points to 15.5%
• Profit After Tax (PAT) rose to ₹970.00 crore, up 24% year-on-year

Operational Achievements

Ambuja Cements has made significant strides in various operational aspects:

• Commissioned 57 MW of wind power capacity in Q1 FY26, increasing total renewable energy capacity to 473 MW
• Adopted DIGIPIN technology for freight standardization and hyperlocal marketing
• Launched "NirmAAAnotsav" in partnership with CREDAI, with plans for events in 20 cities
• Ranked as 'India's Most Trusted Cement Brand 2025' for the fourth consecutive year by TRA Research

Strategic Developments

The company has been actively expanding its capacity and market presence:

• Current cement capacity stands at 104.5 MTPA, with plans to reach 118 MTPA by March 2026
• Successfully completed the acquisition of Orient Cement Limited, increasing Ambuja's stake to 72.66%
• The scheme of amalgamation with Adani Cementation Limited received NCLT approval on July 18, 2025

Management Commentary

Mr. Vinod Bahety, Whole Time Director & CEO of Ambuja Cements, stated: "Our Q1 results reflect more than numbers - they demonstrate a vibrant mood and a transformation narrative rooted in speed, scale, and sustainability. We are delivering with a focus on value, business optimization, solution-focused premium products, a rejuvenated supply chain, and superior brand pull across key markets, aided by value unlocking from acquired assets."

He further added, "As we march towards a 140 MTPA ecosystem by FY'28, we remain focused on reimagining cement as a solutions-driven, customer-centric business. We have good visibility to sustain this performance and are well-positioned to lead the next phase of growth with a sustainable EBITDA of ₹1,500.00 per metric tonne."

Future Outlook

Ambuja Cements remains optimistic about the cement sector's growth prospects for FY26, expecting demand to grow in the range of 7% - 8%. This growth is anticipated to be driven by robust rural and urban demand, a modest pickup in infrastructure spending, and a steady recovery in housing and real estate.

The company is well-positioned to capitalize on this growth with its expanding capacity, cost leadership, and sustainability focus. Ambuja Cements continues to invest in initiatives such as water conservation, co-processing of waste, use of waste-derived resources, and community development programs, aligning its growth strategy with environmental and social responsibilities.

With its strong Q1 FY26 performance, strategic acquisitions, and focus on sustainable growth, Ambuja Cements appears well-equipped to maintain its market leadership and drive value for its stakeholders in the coming quarters.

Ambuja Cements , a leading player in the Indian cement industry, has announced its unaudited financial results for the quarter ended June 30, showing growth in standalone operations but a decline in consolidated profit.

Financial Highlights

Standalone Performance

• Revenue from operations increased to ₹5,714.00 crore, up from ₹5,520.86 crore in the corresponding quarter last year.
• Profit after tax rose to ₹928.88 crore from ₹855.49 crore year-on-year.

Consolidated Performance

• Revenue from operations reached ₹10,244.11 crore, compared to ₹9,894.41 crore in the previous year.
• Consolidated profit after tax declined to ₹969.66 crore from ₹1,282.24 crore.

Strategic Developments

During the quarter, Ambuja Cements completed a significant acquisition:

• The company acquired a 72.66% stake in Orient Cement Limited for a total consideration of ₹5,903.03 crore, expanding its market presence and production capacity.

Management Changes

The Board has approved changes in the company's internal audit leadership:

• Mr. Shobhit Dwivedi has been appointed as the new internal auditor, effective October 1.
• Mr. Mithlesh Satija, the current internal auditor, will be retiring on September 30.

Outlook

While Ambuja Cements has shown growth in its standalone operations, the decline in consolidated profit may require attention. The strategic acquisition of Orient Cement Limited is expected to strengthen the company's market position and potentially contribute to future growth.

Investors and analysts will be closely monitoring how Ambuja Cements integrates its new acquisition and manages its consolidated operations in the coming quarters. The appointment of a new internal auditor also signals the company's commitment to maintaining strong governance and internal controls.

As the Indian cement industry continues to evolve, Ambuja Cements' performance in subsequent quarters will be crucial in determining its trajectory in the competitive market landscape.