Ambuja Cements (AMBUJACEM) — Financial Results

1 Financial Results 🔴 High Importance Neutral 📄 PDF

Investor Takeaways

Reported consolidated profit of ₹1,857.43 Cr in Q4FY26, up from ₹366.97 Cr in Q3FY26

OPM expanded to 13.41% in Q4FY26 from 13.17% in Q3FY26

EPS of ₹7.41 in Q4FY26, compared to ₹0.82 in Q3FY26

⚠️ No specific risks identified in this filing

Overall Tone: Neutral based on the numbers only.

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹10,915.47 Cr	N/A
Net Profit	₹1,857.43 Cr	N/A
EBITDA	N/A	N/A
EPS	[amount context mismatch]	N/A
OPM	13.41%	N/A

What Changed

The filing announces the availability of the audio recording of the analysts/investor call for Q4FY26, held on July 14, 2026, now accessible on the company website. This follows the earlier announcement on July 14, 2026. The quarterly results show a significant profit increase from ₹366.97 Cr in Q3FY26 to ₹1,857.43 Cr in Q4FY26, with OPM improving marginally to 13.41% from 13.17%. EPS also rose to ₹7.41 from ₹0.82 sequentially. However, the filing does not provide additional commentary on operational drivers or forward-looking guidance. The audio serves as a medium for stakeholders to access the call content without altering the disclosed financial figures.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Ambuja Cements	23.34	7.73%	4.61%	1,07,215.34
UltraTech Cement	44.08	10.84%	12.31%	3,38,497.96
Grasim Industries	21.08	4.62%	4.86%	1,99,652.33
SHREE CEMENT	73.57	N/A	N/A	90,093.63

Ambuja Cements trades at a lower P/E multiple compared to UltraTech Cement but higher than Grasim Industries. Its ROE and ROCE are below UltraTech Cement’s but comparable to Grasim Industries. The company’s market capitalization is significantly lower than UltraTech Cement’s but higher than Grasim Industries.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q4FY26	10,915.47	1,857.43	13.41
Q3FY26	10,276.65	366.97	13.17
Q2FY26	9,174.49	2,302.28	19.19
Q1FY26	10,289.07	969.66	19.06

2 Financial Results 🔴 High Importance Neutral 📄 PDF

Metric	Value
Revenue	₹9,500 Cr
Net Profit (PAT)	₹660 Cr

📢 Key Event
Ambuja Cements reported Q1 FY'27 revenue of Rs 9,500 Cr and EBITDA of Rs 1,589 Cr.

🔄 What Changed
Revenue declined YoY to Rs 9,500 Cr; EBITDA margin expanded to 16.7% QoQ; EBITDA PMT rose 27% QoQ to Rs 931; PAT fell to Rs 660 Cr.

🔮 What's Next
Target cost reduction of Rs 250 PMT to reach Rs 4,250 PMT by FY'27 end; capacity expansion to 119 MTPA by FY'27.

💡 Investor Takeaway
Shareholders see improved margin resilience and cost discipline despite external cost pressures.

Ambuja Cements reported consolidated revenue of Rs 9,500 Cr for Q1 FY'27, up from Rs 10,289 Cr in Q1 FY'26, with operating EBITDA at Rs 1,589 Cr and margin expanding to 16.7% QoQ. EBITDA PMT rose 27% QoQ to Rs 931, while PAT declined to Rs 660 Cr. The company achieved Rs 206 PMT sequential cost reduction and plans capacity expansion to 119 MTPA by FY'27. It remains debt-free with Rs 71,954 Cr net worth and AAA credit ratings.

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About Ambuja Cements Limited (AMBUJACEM)

Construction Materials · Cement & Cement Products · Listed on NSE

Market Cap: ₹1,07,215.34 Cr P/E: 23.3 ROE: 7.7% ROCE: 4.6%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.

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