Ambuja Cements Limited — PPTs, 03-11-2025: Investor Presentation

Ambuja Cements delivered a strong Q2 & H1 FY'26. Q2 cement volume surged 20% YoY to 16.6 MnT, outperforming the industry. Revenue hit a record Rs 9,174 Cr (+21% YoY), with PAT jumping 364% to Rs 2,302 Cr (partly due to a Rs 1,697 Cr tax reversal). EBITDA PMT rose 32% YoY to Rs 1,060. H1 performance also robust, with volumes up 20% to 35.0 MnT, revenue up 22% to Rs 19,464 Cr, and PAT up 159% to Rs 3,319 Cr. Company remains debt-free with Rs 69,493 Cr net worth.

Strategic focus on aggressive capacity expansion to 155 MTPA by FY'28, including 15 MTPA from debottlenecking at low capex. Cost leadership aims for Rs 3,650 PMT by FY'28, boosted by green power and logistics efficiency. Premium product share is 35% of trade sales, aided by new blenders.

Recent operational highlights include 2 MTPA Krishnapatnam Grinding Unit becoming live, trial runs for a 4 MTPA Bhatapara kiln line, and 200 MW solar capacity added, pushing RE to 673 MW. CiNOC launch for AI integration and ongoing mergers of Sanghi and Penna Cement by FY'26 end further strengthen the outlook. Management anticipates double-digit revenue growth and four-digit PMT EBITDA, banking on market share gains and Adani Group synergies. #AmbujaCements #Q2FY26 #CementSector