Ambuja Cements Ltd
Ambuja Cements Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Ambuja Cements targets expanding cement capacity to 140 million tons by FY '28, with phased commissioning of clinker and grinding units through FY '25 and FY '26. Ambuja aims to reach 100+ million tons production by March FY '25, 118 million tons by FY '26, and 140 million tons by 2028, driving volume growth.
From Ambuja Cements Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ambuja Cements targets expanding cement capacity to 140 million tons by FY '28, with phased commissioning of clinker and grinding units through FY '25 and FY '26.
- Operating cement capacity expected to reach 97 million tons post completion of the Orient Cement acquisition.
- Volume growth in Q3 was 17%, including 1.4 million tons from newly consolidated Sanghi and Penna units.
- Organic volume growth expected to accelerate, with utilization of Ambuja and ACC nearing 80%.
- Industry demand is projected to grow around 4-5% in FY '25, improving from a tepid H1.
- Company expects faster-than-industry volume growth supported by government infrastructure and housing spending.
2 more points from Ambuja Cements Ltd's call on revenue
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Profitability & Margins
See what Ambuja Cements Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '25 capex target: INR 7,000-8,000 crores (INR 6,200 crores spent in first 9 months).
- Continued investment in 10-12 grinding units under active work.
- Investment in waste heat recovery systems (WHRS) at Sanghi Line 2 ordered; full effect expected next financial year.
- 1,000 megawatts renewable energy plan underway; 200 MW solar power at Khavda commissioned, aimed for completion by June 2026.
- Digitization initiatives like Cement Network Operating Centre (CNOC) progressing to enhance operational efficiency.
- Investments in logistics optimization: including bulk cement wagons for fly ash to reduce freight cost.
- Capex for merging entities like Penna Cements, Adani Cementation, and Sanghi pending regulatory approval, expected to complete next financial year.
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Top-ranked in Cement & Cement Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
Ambuja Cements Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹10.9K Cr, net profit ₹1.9K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Ambuja Cements Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Ambuja Cements Ltd Q3 FY25 results?
Ambuja Cements targets expanding cement capacity to 140 million tons by FY '28, with phased commissioning of clinker and grinding units through FY '25 and FY '26. Ambuja aims to reach 100+ million tons production by March FY '25, 118 million tons by FY '26, and 140 million tons by 2028, driving volume growth.
What is Ambuja Cements Ltd share price analysis?
Ambuja Cements Ltd currently shows a neutral. The stock trades at a P/E of 22.0 with a market cap of ₹103,741 Cr. Investors should review the full earnings analysis for detailed insights.
Is Ambuja Cements Ltd planning capital expenditure?
FY '25 capex target: INR 7,000-8,000 crores (INR 6,200 crores spent in first 9 months).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.