Ambuja Cements Q2 FY26 Results: Consolidated Net Profit Soars 364% YoY to Rs 2,302.3 Crore

Ahmedabad:

Ambuja Cements, a member of the Adani Portfolio, revealed impressive Q2 FY26 results on Monday, with consolidated net profit (PAT) dramatically increasing by 364% year-on-year to Rs 2,302.3 crore, compared to Rs 496.5 crore in Q2 FY25.

The company's standalone PAT experienced nearly threefold growth to Rs 1,387.55 crore, up from Rs 500.66 crore during the same quarter last year, representing a substantial 177% YoY increase.

During this period, the company achieved its highest-ever second-quarter performance with total revenue reaching Rs 9,174 crore, marking a 21% year-on-year growth.

Vinod Bahety, Whole Time Director and CEO of Ambuja Cements, commented that "this quarter has been noteworthy for the cement industry."

"Despite challenges from prolonged monsoons, the sector will benefit from favorable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess," he added.

The company reported EBITDA of Rs 1,761 crore for the quarter, a 58% increase from the previous fiscal year, while EBITDA per tonne improved to Rs 1,060, showing a 32% YoY enhancement.

Operating margin expanded significantly to 19.2%, representing an improvement of 4.5 percentage points.

Maintaining its debt-free status, Ambuja Cements reported a net worth of Rs 69,493 crore, an increase of Rs 3,057 crore during the quarter. The company's earnings per share (EPS) saw remarkable growth of 267% to Rs 7.2.

On the operational front, Ambuja Cements announced ambitious expansion plans, raising its FY28 capacity target from 140 million tonnes per annum (MTPA) to 155 MTPA. The additional 15 MTPA is expected to be achieved through cost-effective debottlenecking at approximately $48 per tonne.

The company has initiated trial runs for a new 4 MTPA kiln line at Bhatapara in Chhattisgarh and commissioned the 2 MTPA Krishnapatnam grinding unit. Three more facilities adding 7 MTPA of capacity are projected to become operational in the next quarter.

"Our outlook for the remainder of FY26 remains positive. We are optimistic about achieving double-digit revenue growth and four-digit PMT EBITDA," the company stated.

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