Ambuja Cements has released its investor presentation detailing the ‘Operational & Financial Highlights’ for the quarter and half-year ended September 30, 2026. The presentation covers performance metrics, capacity additions, merger updates, industry outlook, and ESG initiatives. This information is crucial for investors seeking insights into the company’s strategic direction and financial health. The full presentation is available on the company’s website.
Ambuja Cements Unveils Q2 FY2027 Performance
Ambuja Cements Limited has published its investor presentation for the second quarter and first half of the financial year 2027, ending September 30, 2026. The document, titled ‘Operational & Financial Highlights’, provides a comprehensive overview of the company’s performance on both standalone and consolidated bases.
Key Highlights from the Presentation
Adani Group Profile
The presentation begins by showcasing the Adani Group’s broad infrastructure and utility portfolio, highlighting its global reach and the significance of Ambuja Cements within it. A landmark project, the Navi Mumbai International Airport Limited (NMIAL), built using Adani Cement, is featured.
Operational & Financial Performance
Detailed performance metrics are presented, including:
- Pan India Presence: Coverage across 31 states and union territories with 665+ districts. For the quarter ended September 30, 2026, cement capacity stood at 113.5 MTPA with a clinker factor of 66.3%. Key figures include 24 integrated units, 125 ready-mix concrete plants, and 10 bulk cement terminals.
- Capacity Addition: A total of 113.5 MTPA current cement capacity with planned expansions. Commissioned capacity in Q2 FY’27 includes +4.6 MTPA. The H2 FY’27 pipeline includes +5.6 MTPA, with 3.2 MTPA ramping up and 2.4 MTPA to be commissioned. A capacity pipeline of 14 projects aims to add 29.7 MTPA cement capacity.
- Consolidated Financials: Highlights for H1FY’27 show sales volume at 33.6 MnT and Revenue from Operations at ₹18,697 Cr. EBITDA was ₹2,860 Cr, with an EBITDA Margin of 15.3%. For Q2FY’27, sales volume was 16.5 MnT, Revenue from Operations at ₹9,197 Cr, and EBITDA at ₹1,271 Cr.
- Cost Optimization: The company is focused on raw material mix, power and fuel cost optimization, and freight & forwarding cost reduction initiatives.
Merger Update
Significant progress has been made on the merger of ACC Limited and Orient Cement Limited with Ambuja Cements Limited, advancing the ‘One Cement Platform’. Requisite shareholder approvals have been secured for both schemes, with the next step being final NCLT sanction. Completion is expected in FY’27.
Industry Outlook and Impact
The presentation outlines the industry outlook, noting a projected cement demand growth of 6-7% for FY27. Key demand drivers include housing, infrastructure, and large projects. Risks such as geopolitical conflicts and rising crude prices are also addressed, alongside the impact of the West Asia war on input costs like petcoke and coal.
ESG Overview
Ambuja Cements highlights its impressive ESG credentials and resilient credit ratings. The company has achieved high scores in global and Indian ESG ratings, including a Sustainalytics rating of #7 / #6 of 109 and an S&P CSA Net Strength of 80 / 82. ESG updates for Q2 performance cover climate & energy (CO2 emissions, green power), water & nature (water positive, trees planted), circular economy (waste-derived resources), and people & community (CSR outreach).
Special Events and Accolades
The presentation also includes glimpses of industry partnerships, long service awards, annual dealer conferences, and various accolades and awards received by Adani Cement for excellence in energy efficiency, marketing, and occupational health and safety.
Source: BSE
