Ambuja Cements' Q1 FY27 showed revenue of INR 9,500 Cr, operating EBITDA of INR 1,589 Cr (16.7% margin), and PAT of INR 660 Cr. Volumes dipped 7% YoY, influenced by a 'value over volume' strategy. Management expects 8% FY27 volume growth, citing strong July trade trends.
Net operating cost impressively fell INR 206/metric ton to INR 4,241/metric ton, driven by better clinker factor, higher renewable energy use, and logistics efficiency. The company targets INR 4,250/ton cost by FY27 and sub-INR 4,000/ton by FY28. 10.2 million tons of new capacity are on track, targeting 119 million tons by FY27 end, reinforcing a confident long-term outlook.