Ambuja Cements , part of the Adani Group and India's second-largest cement manufacturer, has reported robust financial results for the first quarter, demonstrating significant growth across key metrics.

Record-Breaking Sales and Revenue

The company achieved its highest quarterly sales volume of 18.4 million tonnes, marking a 20% year-on-year increase. This strong performance helped Ambuja Cements cross the Rs 10,000 crore revenue mark for the quarter, with total revenue reaching Rs 10,289.00 crore, up 23% compared to the same period last year.

Profitability Soars

Ambuja Cements reported its highest quarterly EBITDA at Rs 1,961.00 crore, representing a substantial 53% year-on-year growth. The EBITDA margin improved by 3.8 percentage points to reach 19.1%. EBITDA per tonne also saw a significant increase, rising 28% year-on-year to Rs 1,069.00.

Quarterly profit after tax (PAT) stood at Rs 970.00 crore, up 24% from the previous year, while earnings per share (EPS) increased by 22% to Rs 3.20.

Capacity Expansion and Operational Highlights

The company's current cement capacity stands at 104.5 MTPA, with plans to reach 118 MTPA by March 2026. During the quarter, Ambuja Cements commissioned 57 MW of wind power, bringing its total renewable energy capacity to 473 MW.

Strategic Initiatives

Ambuja Cements launched several strategic initiatives during the quarter:

1. Adopted DIGIPIN for freight standardization and hyperlocal marketing.
2. Introduced "NirmAAAnotsav" in partnership with CREDAI, with the first event held in Ahmedabad and plans for 20 other cities.
3. Received approval from NCLT (Ahmedabad bench) on July 18, 2025, for the Scheme of Amalgamation of Adani Cementation Limited with Ambuja Cements Limited.

Market Recognition

The company was ranked as 'India's Most Trusted Cement Brand 2025' for the fourth consecutive year by TRA Research in its Brand Trust Report 2025.

Financial Position

Ambuja Cements maintains a strong financial position with a net worth of Rs 66,436.00 crore and continues to remain debt-free. The company also holds the highest rating of Crisil AAA (stable) / Crisil A1+.

Management Commentary

Mr. Vinod Bahety, Whole Time Director & CEO of Ambuja Cements, commented on the results: "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."

Looking ahead, Mr. Bahety expressed confidence in sustaining this performance, stating that the company is well-positioned to lead the next phase of growth with a sustainable EBITDA of Rs 1,500.00 per tonne.

As Ambuja Cements continues to expand its capacity and focus on sustainable practices, it remains a key player in India's infrastructure development and construction sector.

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.