Ambuja Cements Limited (NSE: AMBUJACEM) has announced its financial results for the quarter ended September 30, 2026. The company reported a cement sales volume of 16.5 million tonnes, an 8.6% year-over-year increase in trade volumes, and a trade share increase of 6 percentage points to 74%. Additionally, the premium product mix saw a 2 percentage point rise to 37% of trade sales.

Operational Highlights

The revenue from operations stood at Rs 9,197 crore with an Operating EBITDA of Rs 1,271 crore, achieving an EBITDA margin of 13.8%. The EBITDA per tonne was Rs 770. The company commissioned 4.6 million tonnes per annum (MTPA) of new capacities in Q2 FY27, including Dahej (1.2 MTPA), Salai Banwa (2.4 MTPA), and Kalamboli (1.0 MTPA).

Strategic Initiatives

Ambuja Cements continues to focus on quality growth despite seasonal and external headwinds. The company’s strategic initiatives include manufacturing excellence, energy efficiency, logistics optimization, and digitalization. The proposed amalgamations of ACC and Orient Cement with Ambuja Cements have been approved by shareholders and are expected to be completed in FY’27.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Ambuja Cements Limited

Ambuja Cements Limited belongs to the Basic Materials › Building Materials sector. Here’s a quick read on where the business and the stock stand today.

Ambuja trades in the lower quarter of its 52-week range. The PEG of 0.65 signals undervaluation relative to growth. It is a potential re-rating candidate. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock gains 0.5% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 8.9% and profits at 34.6% CAGR, with D/E of 0.01. Meanwhile, the stock dips 6.3% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Ambuja Cements Limited.

Ambuja Cements Limited, part of the diversified Adani Portfolio and the world’s ninth largest cement company, delivered robust performance for the first quarter ended 30 June 2026. The company reported a 27% quarter-over-quarter surge in EBITDA PMT to Rs 9.31 crore, driven by value-led growth and operational excellence. Despite temporary cost headwinds arising from West Asia geopolitical tensions, Ambuja Cements achieved a sequential cost reduction of Rs 206 PMT through focused cost optimization initiatives.

Financial Highlights

The consolidated financial highlights for Q1 FY’27 include:

• Quarterly sales volume at 17.1 million tonnes; trade share up by 4 pp to 78% YoY.
• Quarterly revenue at Rs 9,500 crore.
• Operating EBITDA at Rs 1,589 crore; margin up by 3.3 pp to 16.7% QoQ.
• Clinker factor improved by 2.1 pp to 63.7% YoY.
• Renewable energy capacity increased by 75 MW to 973 MW; green power share up to 34%.

Capacity Expansion

Ambuja Cements is on track to increase its capacity to 119 MTPA by the end of FY’27, with the commissioning of several new facilities. The company remains confident on continuing its momentum and improving its cost structure further.

For more details, visit the official website.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Ambuja Cements Limited

Ambuja Cements Limited belongs to the Basic Materials › Building Materials sector. Here’s a quick read on where the business and the stock stand today.

Ambuja trades in the lower quarter of its 52-week range. The PEG of 0.65 signals undervaluation relative to growth. It is a potential re-rating candidate. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock gains 1.7% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 8.9% and profits at 34.6% CAGR, with D/E of 0.01. Meanwhile, the stock dips 6.1% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Ambuja Cements Limited.