Ambuja Cements, a flagship entity within the Adani Portfolio, delivered exceptional financial performance for the July-September quarter of FY26, recording a consolidated net profit of Rs 2,302.3 crore, marking a staggering 364 percent year-on-year increase from Rs 496.5 crore in the corresponding period of the previous fiscal. Standalone profit also rose substantially by 177 percent to Rs 1,387.55 crore, underscoring robust operational efficiency and strategic cost management amid challenging market conditions.
Total revenue for the quarter reached an unprecedented Rs 9,174 crore, reflecting a 21 percent year-on-year growth and establishing a new benchmark for second-quarter performance. EBITDA surged 58 percent to Rs 1,761 crore, with EBITDA per tonne climbing 32 percent to Rs 1,060, while operating margins expanded by 4.5 percentage points to 19.2 percent, demonstrating enhanced profitability and pricing discipline across regional markets.
The company maintained a debt-free balance sheet with a net worth of Rs 69,493 crore, bolstered by a Rs 3,057 crore increment during the quarter, while earnings per share soared 267 percent to Rs 7.2. CEO Vinod Bahety highlighted favorable industry tailwinds, including GST 2.0 reforms, the Carbon Credit Trading Scheme, and the withdrawal of coal cess, positioning the sector for sustained growth despite extended monsoon disruptions.
Also Read: Sweden Commits to Helping India Adopt Sustainable Practices for CBAM Compliance
Ambuja accelerated its capacity expansion roadmap, elevating the FY28 target from 140 MTPA to 155 MTPA through cost-effective debottlenecking at approximately $48 per tonne. Trial operations commenced for a 4 MTPA kiln line at Bhatapara in Chhattisgarh, the 2 MTPA Krishnapatnam grinding unit was commissioned, and three additional sites contributing 7 MTPA are slated for operationalization in the upcoming quarter.
Management expressed confidence in achieving double-digit revenue growth and four-digit EBITDA per tonne for the remainder of FY26, driven by infrastructure demand, policy support, and operational excellence. The results affirm Ambuja Cements’ leadership in the cement industry and its strategic alignment with India’s accelerating construction and urbanization trajectory.
Also Read: #BreakingNews: Sri Lankan Navy Seizes 5 Indian Boats, Arrests 35 Fishermen Near IMBL