Ambuja Cement Limited delivered an exceptional performance in Q2 FY26, reporting robust growth across all key financial metrics. The company’s revenue from operations rose 25% year-on-year (YoY) to ₹9,129.73 crore, its highest-ever Q2 revenue, driven by strong demand and operational efficiency. Net profit surged 364% YoY to ₹2,302 crore, reflecting superior cost management and improved realisations.
Ambuja Cement Limited's revenue from operations rose 25% year-on-year (YoY) to ₹9,129.73 crore, and net profit surged 364% YoY to ₹2,302 crore.
EBITDA rose 58% YoY to ₹1,761 crore from ₹1,114 crore, with margins improving by 450 basis points to 19.2%. The company achieved record cement sales of 16.6 million tonnes, marking 20% YoY growth, around 5 times the industry average. EBITDA per tonne improved 32% YoY to ₹1,060, supported by better product mix and energy efficiency initiatives. Net profit margin jumped sharply to 25.1% from 6.5% in the same period last year, underscoring improved profitability.
Earnings per share stood at ₹7.2 for the quarter, up by 267% (an increase of ₹5.2 YoY). The company’s net worth increased by ₹3,057 crore during the quarter to ₹69,493 crore, maintaining its debt-free status with the highest CRISIL AAA (Stable) / A1+ credit rating.
Ambuja Cement has raised its FY28 target capacity to 155 MTPA, up by 15 MTPA from the earlier target of 140 MTPA. This capacity addition will be achieved through debottlenecking at a cost-efficient capex of USD 48 per tonne. The company has started trial runs for a 4 MTPA kiln line at Bhatapara (Chhattisgarh) and operationalised a 2 MTPA grinding unit at Krishnapatnam. An additional 7 MTPA capacity across three more locations is expected to be operational in Q3 FY26.
On the sustainability front, Ambuja commissioned 200 MW of solar power capacity during the quarter, taking its total renewable energy base to 673 MW. The company aims to reach 900 MW by the end of 2025 and 1,122 MW by FY27, reinforcing its commitment to green operations.
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Ambuja launched its CiNOC (Cement Intelligent Network Operations Centre) to embed AI-driven analytics into its operations, enabling real-time monitoring and enhanced productivity. Strategic partnerships with CONCOR, CREDAI, and over 400 academic institutions under the Adani Cement FutureX programme are expected to strengthen its innovation pipeline. Additionally, the company has ordered seven vessels with a total capacity of 65,800 DWT, which will help expand its sea logistics share to 5%.
On November 3, 2025, Ambuja Cements share price opened at ₹568.35 on NSE, above the previous close of ₹565.40. During the day, it surged to ₹582.75 and dipped to ₹566.70. The stock is trading at ₹573.65 as of 2:23 PM. The stock registered a moderate gain of 1.46%.
Over the past week, it has moved up by 3.38%, over the past month, it has declined by 0.43%, and over the past 3 months, it has declined by 5.22%.
Ambuja Cement’s stellar Q2 FY26 results highlight its operational excellence, strong market position, and strategic focus on capacity expansion and sustainability. With rising volumes, improved margins, and ongoing digital transformation, the company remains well-positioned for sustained growth and leadership in India’s cement sector.
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Published on: Nov 3, 2025, 4:56 PM IST
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