Ambuja Cements has released its consolidated performance highlights for the second quarter of FY27. The company reported sales volume of 16.5 MnT and revenue from operations of ₹9,197 crore. EBITDA stood at ₹1,271 crore, with an EBITDA margin of 13.8% and EBITDA per tonne at ₹770. The presentation also details trade sale increases and the impact of geopolitical factors on costs.
Ambuja Cements Reports Q2 FY27 Consolidated Performance
Ambuja Cements has disclosed its consolidated financial performance for the quarter ended September 26, 2026 (Q2 FY’27). The company’s key metrics indicate trends in sales volume, revenue, and profitability.
Key Financial Highlights for Q2 FY27
- Sales Volume: The company recorded sales volume of 16.5 MnT, a slight decrease of -1% year-on-year.
- Revenue from Operations: Revenue reached ₹9,197 crore, remaining flat at 0% year-on-year.
- EBITDA: EBITDA was reported at ₹1,271 crore, a decrease of -28% year-on-year.
- EBITDA Margin: The EBITDA margin stood at 13.8%, down by -5.4pp year-on-year.
- EBITDA (PMT): EBITDA per tonne was ₹770, a decline of -27% year-on-year.
- PAT Reported: Profit After Tax (PAT) reported was ₹236 crore, a significant decrease of -90% year-on-year.
- EPS (diluted): Diluted Earnings Per Share (EPS) was ₹0.78, down -89% year-on-year.
Trade Mix and Cost Factors
The presentation notes an increase in trade share by 6 pp to 74% YoY. Trade volumes grew 8.6% YoY. Geopolitical tensions and rising energy and logistics costs have impacted margins. The company anticipates that the ‘One Cement’ platform, along with digital initiatives and group synergies, will help reduce costs in the upcoming quarters.
Other Performance Indicators
- NSP (/bag Cement): Net Selling Price per bag was ₹255, a -1% decrease year-on-year.
- Blended Cement Mix (%): The blended cement mix was 66.3%.
- Premium Cement (%): Premium cement as a percentage of trade sales was 37%.
EBITDA Bridge Analysis
The year-on-year EBITDA decline of ₹490 crore (from ₹1,762 crore to ₹1,271 crore) was primarily driven by the impact of geopolitical tension (₹376 crore), price impact (₹80 crore), volume impact (₹18 crore), and higher maintenance costs (₹17 crore).
Clinker and Cement (CLC) Sales Volumes
For the quarter ended September 26, 2026, net cement sales for Ambuja Consolidated were 16.5 MnT. Net clinker sales were 0.2 MnT, resulting in a net CLC sales volume of 16.7 MnT.
Source: BSE
