Ambuja Cements Limited share price

Key numbers

Market cap

₹ 95,367 Cr

Current price

₹ 383.80

52-week high / low

₹ 589 / 380

Stock P/E

21.6

Book value

₹ 240.1

Dividend yield

0.52%

ROCE

6.1%

ROE

8.4%

Debt to equity

0.01

Sales growth (3 yrs)

8.9%

Profit growth (3 yrs)

34.6%

1-year return

-34.1%

About Ambuja Cements Limited

Ambuja Cements Limited, together with its subsidiaries, manufactures, markets, and sells cement and related products to individual home builders, developers, institutional clients, masons, contractors, architects, and construction professionals in India. The company operates through Cement and Ready Mix Concrete segments. It offers Adani Ambuja Kawach, a water-repellent cement; Adani Ambuja Plus, a special cement for stronger, denser, and leak-proof concrete; Adani Ambuja cement; Adani Ambuja Compocem, a slag and silicate enriched composite cement; and Adani Ambuja cool walls, a thermally insulated wall solution with heat barrier technology that keeps homes 5°C cooler, as well as Portland pozzolana cement and Ordinary Portland cement. The company was formerly known as Gujarat Ambuja Cements Limited and changed its name to Ambuja Cements Limited in April 2007. Ambuja Cements Limited was incorporated in 1981 and is based in Ahmedabad, India.

Quarterly results

Consolidated figures in ₹ crores

Concall summary (2026-08-03)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

• In all, these initiatives are expected to deliver savings of almost INR130 to INR150 per ton, providing a strong visibility towards our cost leadership target and enhancing long-term competitiveness.
• Kalamboli in Mumbai, basically 1 million tons of expansion, that is expected in Q2 and so is Warisaliganj in Bihar 2.4 million tons expected in Q2.

Growth & demand

• We grew 2% of our trade volumes Y-on-Y in North, while we had a much sharper reduction in the lower -margin non-trade volumes.
• In all, we have a 2% negative Y -o-Y growth on the trade and a 21% Y -o-Y negative growth on non-trade.

Margins & costs

• Revenue of INR9,500 crores, operating EBITDA of INR1,589 crores, EBITDA margin, which has improved 331 basis points to now 16.7% EBITDA per ton of INR931 net cost reduced by INR206 per metric ton sequentially, PAT of INR660 crores and net worth of almost INR72,000 crores.
• And the variable cost of producing the cement at a lower EBITDA or at a marginal EBITDA, it generally doesn't make sense because end of the day, our fixed cost is smaller compared to your variable cost.

Capex & expansion

• WHRS capacity stands at 228 megawatts, and this has helped us to reduce our unit of power cost from INR5.9 per kWH to almost INR4.9.
• To highlight, trial runs have already commenced at Dahej, which is the expansion of 1.2 million tons of cement capacity.

Balance sheet & cash

• But any specific reason of not raising debt at Ambuja level or if I have to put it the other way around, if I look at the debt maturity profile for Ambuja, we have almost like INR22,000 crores, INR23,000 crores, which matures in FY27.
• And so far as the if you are alluding to the parent company debt, I would not be the right person to answer on that.

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