Ambuja Cements Limited — Q2FY27 earnings call summary

Filed 03 November 2026 · Official transcript

Capex plan: INR14,500 Cr for 30 mn tons capacity expansion by FY30; focus on West, East, North clusters
Q2 FY27 cement sales volume 16.5 mn tons; revenue INR9,197 Cr; EBITDA INR1,271 Cr; margin ~14%; PAT INR236 Cr
FY27 volume growth expected ahead of industry, higher single-digit to low double-digit
Cost target INR4,250/ton for FY27 including new capacities; fuel cost INR1.87/1000 kcal in Q2
Merger of ACC and Orient Cement with Ambuja expected within FY27, EPS accretive
Trade volume grew 8.6% Y-o-Y; premium product share rose to 37%; blended cement share improved to 82%
Multiple analyst queries on capex execution confidence; mgmt reassured robust scheduling and vendor partnerships
Green power share 61%; logistics and energy efficiency initiatives ongoing