Company raises FY28 capacity target to 155 MTPA; maintains debt-free status
Ahmedabad, November 3, 2025 —
Ambuja Cements Limited has delivered a stellar performance for Q2 FY26, with consolidated profit after tax (PAT) soaring 364% year-on-year to ₹2,302 crore, backed by strong operational metrics and industry-leading cost control. Revenue rose 21% YoY to ₹9,174 crore, while EBITDA jumped 58% to ₹1,761 crore, pushing operating margins to 19.2%.
The company achieved its highest-ever quarterly cement sales volume of 16.6 million tonnes, reflecting a 20% year-on-year growth — nearly five times the industry average.
“Despite extended monsoons, the cement sector stands to gain from GST 2.0 reforms, the Carbon Credit Trading Scheme, and the withdrawal of coal cess,” said Vinod Bahety, Whole-Time Director & CEO. “Our capacity expansion is well-timed to leverage these positive developments.”
Ambuja Cements has revised its FY28 capacity target upward to 155 MTPA (from 140 MTPA earlier), with 15 MTPA of additional capacity to be achieved through debottlenecking at a low capex of USD 48/MT. A 4 MTPA kiln line at Bhatapara (Chhattisgarh) has begun trial runs, and a 2 MTPA grinding unit at Krishnapatnam is operational.
On the cost front, Ambuja reported significant improvements — kiln fuel costs were down 5%, power costs by 7.4%, and logistics costs by 5%. Green power usage surged to 32.9% of total consumption, while overall costs declined by 5% YoY.
The company continues to maintain a debt-free balance sheet with a net worth of ₹69,493 crore and the highest Crisil ratings of AAA (Stable) / A1+.
Ambuja also announced the commissioning of 200 MW of solar power, taking its renewable energy capacity to 673 MW, with a plan to cross 1,100 MW by FY27.
In a major digital leap, Ambuja launched CiNOC (Cement Intelligent Network Operations Centre) — an AI-driven platform designed to infuse intelligence across its operations, enhancing efficiency and predictive capabilities across production, sales, and logistics.
The company reaffirmed its positive outlook for the remainder of FY26, targeting double-digit revenue growth and maintaining a trajectory toward achieving a total cost of ₹3,650 per tonne by FY28.