Ambuja cements Limited has scheduled a post-results conference call for January 30, 2026 at 5:00 PM IST to discuss its Q3FY26 earnings performance. The call will provide investors and analysts an opportunity to interact with the company's senior management team regarding the quarterly financial results.

Conference Call Details

The post-results conference call will be hosted by Antique Stock Broking Limited in collaboration with The Investment Trust of India. Key details of the investor call are outlined below:

Senior Management Participation

The conference call will feature participation from Ambuja Cements' senior management team, providing comprehensive insights into the company's quarterly performance:

• Mr. Vinod Bahety - Chief Executive Officer
• Mr. Rohit Soni - Chief Financial Officer
• Mr. Deepak Balwani - Head of Investor Relations

Access Information

Investors can participate in the conference call through multiple access options. The primary India access numbers are +91 22 6280 1342 and +91 22 7115 8243. International participants can use toll-free numbers available for various countries including USA (18667462133), UK (08081011573), Singapore (8001012045), and Germany (0080014243444), among others.

Board Meeting and Results Timeline

According to the company's intimation dated January 10, 2026, Ambuja Cements had informed the exchanges about a scheduled Board Meeting on January 30, 2026. The Board Meeting will consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025.

Contact Information

For enquiries regarding the conference call, investors can contact Mr. Krupal Maniar at Antique Stock Broking Limited (Tel: +91 22 6911 3419, Email: krupal.maniar@antiquelimited.com ) or Mr. Sanjit Tambe (Tel: +91 22 6911 3428, Email: sanjit.tambe@antiquelimited.com ). The intimation has also been uploaded on the company's website at www.ambujacement.com .

Nirmal Bang has released its cement sector outlook for Q3 FY26, maintaining a constructive stance on the industry while highlighting key stock picks led by Ambuja Cements . The brokerage expects the sector to remain structurally positive, driven by strong demand fundamentals that continue to support sustained volume growth across the industry.

Sector Outlook and Key Drivers

The cement sector is positioned for continued strength in Q3 FY26, supported by robust demand trends that are driving several positive operational metrics. The strong demand environment is enabling sustained volume growth while supporting higher capacity utilization rates across cement manufacturers. This improved utilization is providing companies with enhanced cost absorption benefits, contributing to operational efficiency improvements.

Near-term Challenges and Constraints

Despite the positive demand environment, the sector faces certain headwinds that are constraining immediate earnings potential. Elevated capacity additions across the industry are creating competitive pressures that are capping pricing power for cement manufacturers. This dynamic is limiting the near-term earnings upside that companies can achieve, even amid strong volume growth and improved operational metrics.

Medium-term Industry Transformation

Looking beyond the immediate term, Nirmal Bang anticipates significant structural changes in the cement industry. Industry consolidation is expected to deepen, with large, well-capitalized cement players expanding both organically and through strategic acquisitions. This consolidation trend is likely to create scale benefits among leading players, which should improve overall industry discipline and enhance margin stability across the sector.

Smaller, leveraged players are expected to face intensifying competitive pressures as the industry evolves toward greater concentration among major players.

Top Stock Recommendations

Nirmal Bang's cement sector recommendations reflect a focus on well-positioned companies that can benefit from the evolving industry dynamics:

The brokerage's stock selection emphasizes companies with strong market positions and the financial capacity to benefit from ongoing industry consolidation trends. These recommendations align with the expectation that scale and operational efficiency will become increasingly important competitive advantages in the evolving cement sector landscape.