Ambuja Cements News, Corporate filings and Earnings/Conference Calls

Name: Latest research reports of Ambuja Cements Ltd. authored by ICICI Direct and published by - Trendlyne research reports.
Item: Ambuja Cements Ltd.
Rating: 3
Author: ICICI Direct

Keep track of all breaking news and updates on Ambuja Cements from all sources in a single place.

Ambuja Cements Ltd.

16 Aug 2026, 11:40AM

417.50

-0.45%

Fuel, input costs hit cement firms' margins despite healthy volume growth

Business Standard

Leading cement manufacturers have reported a divergent set of earnings in the June quarter of FY27, as capacity additions, market share gains and improved demand across key regions helped healthy volume growth, while elevated fuel and raw material costs weighed on profitability for several players. Listed cement makers have reported sales volume growth of up to 27 per cent, except second-largest maker Ambuja Cement, which reported a 14 per cent decline. Most of the companies reported double-digit sales growth, while profits came under pressure due to rising energy costs, subdued realisations and the lingering impact of geopolitical disruptions in West Asia. Moreover, cement makers reported a rise in premium portfolio, and improved their trade mix to enhance realisations, protect margins and offset rising fuel, freight and raw material costs. Besides, they are also optimistic about FY27, with 7-8 per cent volume growth. Leading cement maker UltraTech Cement and fifth-largest player

ICICI Direct released a Hold report for Ambuja Cements Ltd. with a price target of 480.0 on 29 Jul, 2026.

Ambuja Cements Ltd.

12 Aug 2026

417.50

-0.45%

Company Update

Ambuja Cements Ltd - 500425 - Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation

BSE India

Ambuja Cements Limited has informed the exchange about interaction with Investors / Analysts on August 19, 2026.

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Ambuja Cements Ltd.

10 Aug 2026

417.50

-0.45%

Company Update

Ambuja Cements Ltd - 500425 - Intimation Under Regulation 30 Of The SEBI (LODR) Regulations, 2015 …

BSE India

Intimation under Regulation 30 of the SEBI (LODR) Regulations, 2015 - Commissioning of Project

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Ambuja Cements Ltd.

07 Aug 2026

417.50

-0.45%

Ambuja Cements Q1 Results: net down 37% on weak realisation, sales drop

Business Line

Overall expenses were down at 8,802 crore (9,162 crore) on back of fall in power and freight cost at 2,389 crore (2,513 crore) and 2,258 crore (2,423 crore)

Number of FII/FPI investors decreased from 612 to 586 in Jun 2026 qtr

Ambuja Cements Ltd.

04 Aug 2026

417.50

-0.45%

Company Update

Ambuja Cements Ltd - 500425 - Announcement under Regulation 30 (LODR)-Credit Rating

BSE India

Ambuja cements Limited has informed the exchange about Credit Rating obtained from ICRA Limited.

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Ambuja Cements Ltd.

03 Aug 2026

417.50

-0.45%

Earnings Call

Ambuja Cements Ltd - 500425 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

BSE India

Enclosed herewith the transcript of earning call held on July 28, 2026, pertaining to unaudited Financial Results of the company for the quarter ended June 30, 2026.

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Ambuja Cements Ltd.

29 Jul 2026

417.50

-0.45%

Company Update

Ambuja Cements Ltd - 500425 - Announcement under Regulation 30 (LODR)-Scheme of Arrangement

BSE India

Ambuja Cements Limited has informed the exchange about the update in respect of Scheme of Amalgamation of ACC Limited ("Amalgamating Company") with Ambuja Cements Limited ("Amalgamated Company").

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Ambuja Cements Ltd.

29 Jul 2026

417.50

-0.45%

Company Update

Ambuja Cements Ltd - 500425 - Announcement under Regulation 30 (LODR)-Newspaper Publication

BSE India

Ambuja Cements Limited submits herewith copy of Newspaper Publication for extracts of Consolidated Financial Results for the quarter ended June 30, 2026.

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Ambuja Cements Ltd.

29 Jul 2026

417.50

-0.45%

Ambuja Cement

Hold: Ambuja Cements Ltd.

ICICI Direct

Operational efficiencies to support EBITDA per ton improvement: Company's EBITDA/ton stood at Rs 918/ton (-11.9% YoY) in Q1FY27, led by flattish realisations and higher costs on YoY basis. However, company's profitability is expected to improve going ahead, driven by improvement in operational synergies from acquired assets and continued focus on costsaving measures. Management reiterated its target of reducing total cost/ton further by 130-150/ton to reach its target cost of ~4,250/ton by FY27E and further to ~4,000/ton by FY28E. This cost improvement would be supported by green energy share increase (~34% currently to 60% by FY28E), improved...