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Ambuja Cements Limited investor presentation summary

NSE: AMBUJACEM · BSE: 500425

Investor presentation of 1 Aug 2025, summarised by AI from the filing.

Ambuja Q1 FY26 consolidated revenue ₹10,289 cr, EBITDA ₹1,961 cr and PAT ₹970 cr; cash fell to ₹2,971 cr after Orient acquisition.

Key takeaways

  1. Q1 FY26 result Ambuja consolidated revenue ₹10,289 cr, EBITDA ₹1,961 cr and PAT ₹970 cr for Jun'25.
  2. Power and fuel Power and fuel cost ₹1,263/ton in Jun'25 vs ₹1,367/ton in Mar'25, with benefit from clinker stock expected next quarter.
  3. Reporting change Company aligned with industry practice of reporting EBITDA PMT of cement, not clinker.
  4. Orient acquisition Outflow for Orient acquisition ₹5,906 cr, consolidated in Q1 FY26.
  5. Cash position Total cash and cash equivalents fell to ₹2,971 cr as on 30th Jun 2025 from ₹10,125 cr on 1st Apr 2025.

Original filing on BSE

Ambuja Cements Limited Q1 FY27 results

As filed: Revenue ₹9,500 cr (−8% year on year), EBITDA ₹1,589 cr (−19% year on year), PAT ₹660 cr (−32% year on year), EBITDA margin 16.7% (−233 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹10,915 cr (+10% year on year), EBITDA ₹1,464 cr (−22% year on year), PAT ₹1,857 cr (−62% year on year), EBITDA margin 13.4% (−547 bps). Score 21 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit before exceptional items growth were well below it. EBITDA margin fell 547 bps year on year. Other income 45% of PBT. Tax rate -255%. Revenue rose ₹1,026 cr on a year ago, more than the ₹995 cr it added the year before. Share price after the results: −3.9% in 30 days (Nifty 500: −1.0%).
  • Q3 FY26: Revenue ₹10,277 cr (+10% year on year), EBITDA ₹1,353 cr (−21% year on year), PAT ₹367 cr (−86% year on year), EBITDA margin 13.2% (−518 bps). Score 27 of 100, Below trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well below it. EBITDA margin fell 518 bps year on year. Tax rate 11%. Profit fell 84% from last quarter. Share price after the results: −4.2% in 28 days (Nifty 500: +0.1%).
  • Q2 FY26: Revenue ₹9,174 cr (+22% year on year), EBITDA ₹1,761 cr (+59% year on year), PAT ₹2,302 cr (+22% year on year), EBITDA margin 19.2% (+441 bps). Score 58 of 100, In line with trend. Revenue and EBITDA growth were well above the company's own trend; profit before exceptional items growth was in line with it. EBITDA margin rose 441 bps year on year. Other income 31% of PBT. Tax rate -176%. Revenue fell 11% from last quarter. Share price after the results: −5.3% in 30 days (Nifty 500: 0.0%).
  • Q1 FY26: Revenue ₹10,289 cr (+24% year on year), EBITDA ₹1,961 cr (+53% year on year), PAT ₹970 cr (+23% year on year), EBITDA margin 19.1% (+367 bps). Score 73 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend; profit growth was in line with it. EBITDA margin rose 367 bps year on year. Profit lagged EBITDA because of depreciation, interest or other income, not the business. Profit fell 24% from last quarter. Share price after the results: −8.8% in 29 days (Nifty 500: −2.5%).
  • Q4 FY25: Revenue ₹9,889 cr (+11% year on year), EBITDA ₹1,867 cr (+10% year on year), PAT ₹1,282 cr (−16% year on year), EBITDA margin 18.9% (−22 bps). Score 37 of 100, Below trend. Revenue growth was above the company's own trend; EBITDA growth was in line with it; profit growth was below it. EBITDA margin fell 22 bps year on year. Other income 32% of PBT. Consolidated profit -16% but standalone +75%. Profit fell 51% from last quarter. Share price after the results: +3.0% in 30 days (Nifty 500: +3.4%).
  • Q3 FY25: Revenue ₹9,329 cr (+15% year on year), EBITDA ₹1,712 cr (−1% year on year), PAT ₹2,620 cr (+140% year on year), EBITDA margin 18.4% (−296 bps). Score 55 of 100, In line with trend. Revenue and profit growth were well above the company's own trend; EBITDA growth was below it. EBITDA margin fell 296 bps year on year. Other income 58% of PBT. Tax rate -12%. Profit rose ₹1,530 cr on a year ago, more than the ₹602 cr it added the year before.
  • Q2 FY25: Revenue ₹7,516 cr (+1% year on year), EBITDA ₹1,111 cr (−15% year on year), PAT ₹473 cr (−35% year on year), EBITDA margin 14.8% (−276 bps). Score 10 of 100, Below trend. EBITDA margin fell 276 bps year on year. Other income 53% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 10% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Ambuja Cements Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.