Ambuja Cements Q2 FY26 Profit Soars 364% to ₹2,302 Crore; Stock Price Rises 1.65%

Ahmedabad, November 3: Ambuja Cements Limited has announced that it has released its financial results for the quarter ending September 30, 2025. It reported a rise of 364% year-on-year in its consolidated net profit to ₹2,302 crore. It has also reported a 21% year-on-year rise in its revenue to ₹9174 crore.

Ambuja Cements Financial Highlights

For Q2 FY26, the company’s revenue from operations increased to ₹9,174 crore, a rise of 21% year-on-year from ₹7,552 crore in Q2 FY25. Sales volume increased 20% YoY to 16.6 million tonnes (MnT) from 13.8 MnT. Operating EBITDA increased 58% YoY to ₹1,761 crore. EBITDA margin increased by 4.5 percentage points to 19.2%. The company’s PAT jumped by 364% YoY to ₹2,302 crore. It was driven by an income tax provision reversal of ₹1,697 crore. Diluted EPS increased 267% YoY to ₹7.2. The company’s balance sheet had a net worth of ₹69,493 crore. It remained debt-free and maintained its Crisil AAA (Stable) / A1+ rating.

On the operational front, Ambuja Cements witnessed a 5% YoY reduction in total costs. It was driven by a 6% decline in power cost from ₹6.34/kWh to ₹5.96/kWh, and a 7% decline in logistics cost to ₹1,224 per tonne. The kiln fuel cost declined 2% YoY, while direct dispatch improved by 5 percentage points. The company’s green power share rose by 14.3 percentage points to 32.9% of total energy consumption.

Ambuja Cements announced that it is raising its capacity target for FY28 to 155 MTPA (from 140 MTPA) at a low capex of USD 48/MT. It expects that debottlenecking will enhance its utilisation by 3%. Key developments included the successful trial run of a 4 MTPA kiln line at Bhatapara, Chhattisgarh. Furthermore, it also saw the operationalisation of Krishnapatnam GU (2 MTPA). There is an upcoming 7 MTPA expansion planned across three units in Q3 FY26. The company’s renewable energy capacity increased to 673 MW. It is projected to rise to 900 MW by FY26-end and 1,122 MW by FY27. Additionally, Ambuja launched CiNOC (Cement Intelligent Network Operations Centre) to integrate AI across production, logistics, and sales for real-time optimisation.

Shares Rise by 1.65% After the Announcement

As of 2:55 PM, the Ambuja Cements share price was up by 1.65%, or 9.35 points, and was trading at ₹574.75. Until now, Ambuja Cements shares have traded within a range of ₹582.75 and ₹566.70. The traded volume stood at 49.31 lakh shares, with the company’s market cap at ₹1,39,757 crore. The shares of Ambuja Cements have their 52-week high at ₹624.95 and their 52-week low at ₹453.05.

REF: https://nsearchives.nseindia.com/corporate/AMBUJACEM_03112025132427_ACL_Media_Release.pdf

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