Ambuja Cements has released its performance report for the quarter and year ended March 31, 2026. The company achieved a 16% volume growth in FY’26, reaching 73.7 MnT, outperforming the industry. Despite quarterly market volatility, the company delivered a robust annual EBITDA of Rs 887 per tonne. The integration of recent acquisitions, including Orient Cement, continues to progress as part of the unified ‘One Cement Platform’ strategy.
Strong Annual Growth and Market Leadership
Ambuja Cements demonstrated impressive operational strength in FY’26, recording 73.7 MnT in sales volume, marking a 16% increase over the previous year. The company’s focus on premium products, which sustained at 35% of trade sales, and strategic market expansion, have allowed it to remain ahead of industry growth trends. The company currently stands as the world’s ninth-largest cement company, with a total capacity of 109 MTPA as of March 31, 2026.
Financial Performance Overview
The company reported revenue from operations of Rs 40,656 Cr for FY’26, representing a 15% YoY growth. While the company faced quarterly volatility—partly due to fuel cost inflation, packaging constraints, and labor migration—it maintained a resilient annual EBITDA of Rs 6,539 Cr. The reported profit after tax (PAT) reached Rs 5,637 Cr for the year. Ambuja remains debt-free with a net worth of Rs 71,846 Cr and continues to hold a AAA (Stable) credit rating.
Strategic Consolidation and Future Outlook
The ‘One Cement Platform’ strategy continues to advance, with the mergers of Sanghi and Penna completed in early 2026, and the amalgamation of Orient Cement well underway. The company is actively focusing on stabilizing newly commissioned capacities to improve overall utilization, currently at 77%, with a target of 85%. Looking ahead to FY’27, the company expects demand growth to remain around 5%, driven by government infrastructure spending, while proactively mitigating energy and logistics cost headwinds through fuel mix optimization and increased renewable energy usage.
Sustainability and Digital Transformation
Innovation and sustainability remain central to Ambuja’s operations. The company launched its Cement Intelligent Network Operations Centre (CiNOC), infusing AI into its enterprise fabric. Environmental efforts are highlighted by a commitment to water positivity—achieving 12 times water positive status in FY’26—and a substantial tree-planting initiative, with 7.3 million trees planted to date as part of the Adani Group’s pledge to grow 100 million trees by 2030.
Source: BSE
