Conference Call with Ambuja Cements Management and Analysts on Q3FY26 Performance and Outlook. Listen to the full earnings transcript.
Cement & Cement Products company Ambuja Cements announced Q3FY26 results Revenue: Rs 10,277 crore against Rs 9,411 crore during Q3FY25, change 9%. EBITDA: Rs 1,353 crore against Rs 1,712 crore during Q3FY25, change -21%. EBITDA Margin: 13.2% for Q3FY26. PBT: Rs 412 crore against Rs 2,393 crore during Q3FY25, change -83%. PAT: Rs 378 crore against Rs 106 crore during Q3FY25, change 257%. EPS: 0.82 for Q3FY26. Vinod Bahety, Whole Time Director & CEO, Ambuja Cements, said: "We continue our strong growth trajectory with another robust performance this quarter, following an exceptional previous quarter. We achieved highest ever quarterly volumes, higher trade / premium cement sales resulting into better realisation than industry peers and better base capacity volume growth. This has helped us to improve our market leadership. We are now working to fix some of the specific issues on cost, importantly, power cost, share of green power, fuel efficiency, improvement of WHRS / AFR, improvement of logistics cost, which is part of the blueprint to achieve the targeted cost of Rs 3,650 PMT by March 2028. The cost leadership journey has resulted in a 2% lower cost of sales in Q3 (same for 9M is 3%) YoY and enabled our existing assets to deliver EBITDA of Rs 850 PMT in Q3 (Rs 1,045 in 9M), and an overall EBITDA of Rs 718 PMT in Q3 (Rs 943 in 9M). The One Cement Platform will help us to accelerate on our efforts on efficiency and growth. In addition, digitisation efforts under CiNOC are expected to substantially improve productivity and optimise business operations. Reliability (plant), Environment, Quality, Safety (RESQ) remain cornerstone of our business and processes have been improved around it. These measures also helped in better utilisation of acquired assets at 58%, improved by 21 pp compared to 37% last year. Our super premium products, Ambuja Kawach and ACC Gold are industry leaders in terms of Water Repellent cement and giving us far better EBITDA margins. The share of Trade Sales and Premium Cement will continue to grow which will help in improved realisations compared to peers. We remain grateful to our customers for their buoyant support, duly served by over one lakh supply chain partners (dealers/retailers) and over seven lakhs influencers (masons/contractors) as part of Adani Cement Parivar.” Result PDF