News ArticleAmbuja Cements Posts Rs 9,197 Cr Revenue with 16.5 MnT Cement Sales in Q2 FY27, Trade and Premium Mix Advance
Company commissions 4.6 MTPA capacity in Q2, merger with ACC and Orient Cement moves forward, EBITDA margin at 13.8%.
Ambuja Cements Limited delivered cement sales of 16.5 million tonnes in Q2 FY27, with trade volumes rising 8.6% year-on-year and premium products making up 37% of trade sales. The company reported revenue from operations of Rs 9,197 crore, operating EBITDA of Rs 1,271 crore at a margin of 13.8%, and announced progress on capacity expansions and the planned merger with ACC and Orient Cement. Ambuja maintains a debt-free balance sheet and continues investments in sustainability and digitalisation initiatives.
Ambuja Cements Limited
General / Other
Ambuja Cements Limited reported consolidated cement sales of 16.5 million tonnes and revenue from operations of Rs 9,197 crore for the quarter ended September 30, 2026. The company grew trade volumes by 8.6% year-on-year with premium products rising to 37% of trade sales, and maintained an EBITDA margin of 13.8%.
Ambuja commissioned 4.6 million tonnes per annum (MTPA) of new capacity during the quarter, including Dahej (1.2 MTPA), Salai Banwa (2.4 MTPA), and Kalamboli (1.0 MTPA). Additional capacity ramp-up of 3.2 MTPA is underway at Bathinda and Jodhpur Penna, with Warisaliganj's 2.4 MTPA planned for later in the fiscal year.
The company reported an operating EBITDA of Rs 1,271 crore with EBITDA per tonne at Rs 770 in Q2 FY27, reflecting cost discipline despite rising fuel and logistics expenses. Total cost per tonne stood at Rs 4,410, or Rs 4,182 excluding geopolitical conflict impacts.
Ambuja’s shareholders approved the proposed merger of ACC Limited and Orient Cement Limited with Ambuja Cements, a move expected to simplify structure and enhance earnings per share, pending regulatory approvals.
Sustainability efforts include a partnership with Leilac Limited for a low-carbon cement pathway pilot, achievement of GreenPro and GRIHA certifications for blended cement products, and a significant tree plantation effort advancing towards an 8.3 million target.
Digital initiatives deployed include IoT sensors and logistics optimizations to improve operational efficiency. The company operates a debt-free balance sheet with a net worth of Rs 72,238 crore and strong AAA/A1+ credit ratings.
Highlights
- Cement sales volume at 16.5 million tonnes in Q2 FY27, with an 8.6% year-on-year increase in trade volumes.
- Premium products represent 37% of trade sales, up 2 percentage points from prior year.
- Revenue from operations totaled Rs 9,197 crore with operating EBITDA of Rs 1,271 crore and EBITDA margin of 13.8%.
- Capacity commissioned of 4.6 MTPA in Q2 FY27, and 3.2 MTPA ramping up in H2 FY27.
- Shareholders approved the merger with ACC and Orient Cement, expected to complete in FY27.
- Maintains a debt-free balance sheet with Rs 1,070 crore in cash & equivalents and AAA/A1+ credit ratings from multiple agencies.
Key Data Snapshot
What happened
- Ambuja Cements reported cement sales of 16.5 million tonnes in Q2 FY27, with a rise in trade volumes by 8.6% year-on-year, and increased premium products to 37% of trade sales.
- Revenue from operations reached Rs 9,197 crore with operating EBITDA of Rs 1,271 crore and a margin of 13.8%.
- The company commissioned 4.6 MTPA of new production capacity in Q2 FY27 and is ramping up an additional 3.2 MTPA in the second half of the fiscal year.
- Shareholders approved the merger of ACC and Orient Cement with Ambuja Cements, expected to simplify corporate structure and enhance earnings per share, pending final regulatory approvals.
Key details
- Premium product mix advanced 2 percentage points to 37% of trade sales during Q2 FY27.
- Higher fuel and logistics costs due to increased petcoke, coal, diesel prices, and constrained coal supply impacted margins.
- Total cost per tonne for Q2 was Rs 4,410, or Rs 4,182 excluding geopolitical conflict-related costs.
- Company maintains a debt-free balance sheet and holds AAA/A1+ credit ratings from CRISIL, CARE, IndiaRatings, and ICRA.
- Logistics improvements reduced primary lead distance from 265 km to 254 km.
- Digitalization efforts with IoT deployments and logistics solutions enhanced operational visibility and efficiency.
Financial performance
- Operating EBITDA for Q2 FY27 was Rs 1,271 crore with an EBITDA margin of 13.8%.
- EBITDA per tonne stood at Rs 770, reflecting cost and product mix management.
- Profit after tax was Rs 236 crore for Q2 FY27, compared to Rs 2,336 crore in Q2 FY26 (which included a Rs 1,697 crore income tax provision reversal).
- Revenue from operations for the half year was Rs 18,697 crore, with an EBITDA margin of 15.3%.
Strategic context
- The approved mergers of ACC and Orient Cement with Ambuja Cements represent the ‘One Cement Platform’ strategy aimed at operational simplification and synergy realization.
- Sustainability initiatives include a partnership to implement carbon capture technologies and an upward revision of corporate sustainability assessment scores.
- Adani Cement has planted 7.52 million trees till H1 FY27, progressing toward a target of 8.3 million trees by fiscal year end as part of the Adani Group’s goal to plant 100 million trees by 2030.
Highlights
- Cement sales volume at 16.5 million tonnes in Q2 FY27, with an 8.6% year-on-year increase in trade volumes.
- Premium products represent 37% of trade sales, up 2 percentage points from prior year.
- Revenue from operations totaled Rs 9,197 crore with operating EBITDA of Rs 1,271 crore and EBITDA margin of 13.8%.
- Capacity commissioned of 4.6 MTPA in Q2 FY27, and 3.2 MTPA ramping up in H2 FY27.
- Shareholders approved the merger with ACC and Orient Cement, expected to complete in FY27.
- Maintains a debt-free balance sheet with Rs 1,070 crore in cash & equivalents and AAA/A1+ credit ratings from multiple agencies.
Disclosures
- SEBI Listing Obligations and Disclosure Requirements (LODR) Regulations
Source Information
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