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The revenue from operations stood at Rs 10,244.11 crore for Q1FY26, up from Rs 8,292.10 crore reported in the corresponding quarter of the previous financial year.
Post earnings announcement, shares of the company dropped 2.15% to Rs 605 on the BSE.
Although it should be noted that on a quarter-on-quarter basis, the company’s profit after tax (PAT) fell 24.4%, as Ambuja Cements had reported an impressive net profit of Rs 1,282.24 crore in the preceding quarter.
According to the company’s financial statements, the cement segment revenue rose to Rs 9,911.89 crore in Q1 FY26, up 22.5% from Rs 8,089.46 crore reported in Q1 FY25. Further, the ‘Ready Mix Concrete’ revenue increased to Rs 421.18 crore, up 28.1% from Rs 328.83 crore in the corresponding quarter last year.
The company, in its press release, announced that it has achieved an EBITDA margin of 19.1% for the first quarter of FY26, up 3.8 bps YoY.The company’s present cement capacity stands at 104.5 MTPA, with a clear roadmap to achieve the planned capacity of 118 MTPA by March 2026. Ambuja also commissioned 57 MW of wind power during Q1 FY26, taking its total renewable energy capacity to 473 MW. The company is also accelerating digital transformation through the adoption of DIGIPIN, aimed at streamlining freight standardisation and enabling hyperlocal marketing.
Further expanding its customer outreach, Ambuja launched the “NirmAAAnotsav” initiative in collaboration with CREDAI, with the first event held in Ahmedabad and plans to roll out in 20 other cities.
Financially, the company reported an EPS of Rs 3.20 for the quarter, marking a 22% YoY growth, with a net worth of Rs 66,436 crore, and reaffirmed its strong financial position, continuing to remain debt-free.
“Our Q1 results are more than numbers – they reflect a vibrant mood, a transformation narrative rooted in speed, scale and sustainability. We are delivering with a focus on value, business optimiser, solution-focused premium products, rejuvenated supply chain, and superior brand pull across key markets aided by value unlocking from acquired assets,” said Vinod Bahety, Whole Time Director & CEO of Ambuja Cements.
While commenting on the outlook for the company, he added that as the company marches towards 140 MTPA ecosystem by FY’28, they remain focused on reimagining cement as a solutions-driven, customer-centric business.
Further, integration of Orient assets has been completed ahead of time with good results from these assets. The company has good visibility to sustain this performance and is well-positioned to lead the next phase of growth with a sustainable EBITDA of Rs 1,500 PMT.
