Ambuja Cements Ltd
Ambuja Cements Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Ambuja Cements targets volume growth of about 8-10% for FY '27, reaching around 80 million tonnes (Page 6, 16). Ambuja Cements targets a volume growth of around 8-9% in FY '27, reaching approximately 80 million tonnes driven by stabilization of acquired assets (Sanghi, Penna) and ongoing expansions adding about 10 million tonnes.
From Ambuja Cements Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ambuja Cements targets volume growth of about 8-10% for FY '27, reaching around 80 million tonnes (Page 6, 16).
- Growth driven by stabilizing acquired assets (Sanghi, Penna), commissioning ongoing expansions (~10 million tonnes capacity coming online between now and September FY '27) (Page 6).
- Company anticipates industry growth around 5-5.5% due to inflationary pressures and weak monsoon, but aims to outperform through market share gains and utilization improvements (Page 6).
- Capex plans are recalibrated to focus on optimizing current capacities before further capacity expansions, aiming to reach 119 million tonnes by FY '27 and possibly 120 million tonnes by fiscal 2027-end (Page 6).
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Profitability & Margins
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Capital Expenditure Plans
- Current capex of around INR 4 billion is underway, including capacity expansion, WHRS, and fly ash transportation systems. (Page 18)
- Total annual capex guidance revised to INR 65-70 billion for the next 2 years, focusing on debottlenecking and maintenance. (Page 18)
- Capex delayed due to contractor selection and execution issues; management is pausing further new projects until ongoing ones complete. (Page 20)
- Future capex focused on organic growth, stabilizing ongoing expansions, and increasing utilization of acquired assets (Sanghi, Penna). (Pages 6, 10, 19-20)
- New clinker capacity projects include Mundra (~2 million tonnes) and Maratha (~4 million tonnes) plants, expected within 24-28 months. (Pages 6, 19-20)
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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
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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 Q4 FY26 results?
Ambuja Cements targets volume growth of about 8-10% for FY '27, reaching around 80 million tonnes (Page 6, 16). Ambuja Cements targets a volume growth of around 8-9% in FY '27, reaching approximately 80 million tonnes driven by stabilization of acquired assets (Sanghi, Penna) and ongoing expansions adding about 10 million tonnes.
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?
Current capex of around INR 4 billion is underway, including capacity expansion, WHRS, and fly ash transportation systems.
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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.