Ambuja Cements Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cements reports strong 9M FY26 performance: volumes grew 19% YoY to 53.8 MnT, revenue increased 22% YoY to Rs 29,733 Cr, and EBITDA surged 62% YoY to Rs 5,071 Cr. For Q3 FY26, revenue hit Rs 10,278 Cr (+20% YoY) with EBITDA at Rs 1,349 Cr (+53% YoY). The company aims for 155 MTPA capacity by Mar’28, up from 109 MTPA, targeting $17 EBITDA per tonne through cost leadership and Adani ecosystem synergies. Key drivers include India's infrastructure boom and urbanization. Ambuja remains debt-free with a net worth of Rs 70,137 Cr, demonstrating a confident growth path.