Ambuja Cements Limited — PPTs, 28-07-2026: Investor Presentation

Ambuja Cements saw Q1 FY27 cement sales volume at 17.1 MnT, down 7% YoY and 14% QoQ, as the company prioritized value over volume. Revenue was ₹9,500 Cr (-8% YoY, -13% QoQ). Despite this, profitability improved sequentially, with EBITDA at ₹1,589 Cr (+8% QoQ) and EBITDA per tonne jumping 27% QoQ to ₹931. Reported PAT stood at ₹660 Cr and diluted EPS at ₹2.32.

The company achieved a significant cost reduction of ₹206 per tonne sequentially in Q1 FY27, largely through focused optimization amidst West Asia conflict headwinds. Strategic priorities include increasing capacity to 119 MTPA by FY27 (from 109 MTPA), with new units like Dahej and Jodhpur commencing trial production. Ambuja is firmly on track to deliver a ₹250 per tonne cost reduction for FY27. Management is committed to improving the trade mix (78% trade share, up 4pp YoY), sustaining premium products (34% of trade sales), and boosting blended cement share (85%). Digital initiatives and increased green power capacity (target 60% by FY28) are key growth drivers.