Ambuja Cements News and Updates

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

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

Ambuja Cements Ltd.

06 May 2026

433.75

-2.29%

Ambuja Cements (HOLD): Consolidation pain continues no respite in medium term

Hold: Ambuja Cements Ltd.

Target

BOB Capital Markets Ltd.

Volumes up 10% YoY to ~13.2mt, realization down ~4% reflecting pricing pressure despite improved premium mix (~36%)

Ambuja Cements Ltd.'s price crossed below 50Day SMA today

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Our performance has not been great', says Karan Adani as Ambuja Cements trims capex, hits reset on execution

Business Line

It is one of the reasons why we are pausing and correcting ourselves,' the firm's promoter said adding that the company will first complete ongoing projects before taking up new ones

Ambuja Cements Ltd.'s price crossed below 50Day SMA today

Ambuja Cements slips 3% on Q4 miss; brokerages cut estimates, target price

Business Standard | 05 May 2026 4 more

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Ambuja Cements Results Earnings Call for Q4FY26 & Full Year

Conference Call with Ambuja Cements Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

audio

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

BP Equities Q4FY26 Result Update Ambuja Cements Ltd

Results Update: Ambuja Cements Ltd.

BP Wealth

Ambuja Cements Ltd. is trading below all available SMAs

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Disappointing quarter; back to the drawing board

Hold: Ambuja Cements Ltd.

Recommendation Target

ICICI Securities Limited

Q4FY26 was a disappointing quarter for Ambuja Cements (ACEM), with EBITDA slipping 22% YoY owing to lower-thanexpected organic volume growth (flat YoY; although, reported volumes rose ~10%) and high operating cost.

Ambuja Cements Ltd. has an average target of 562.22 from 10 brokers.

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Result Update:Ambuja Cements

Buy: Ambuja Cements Ltd.

Target

Axis Direct

We maintain our BUY rating on the stock.

Ambuja Cements Ltd. has an average target of 562.22 from 10 brokers.

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Ambuja Cement (ACEM IN) Q4FY26 Result Update Weak Quarter; Recalibration & Reset Ahead BUY

Buy: Ambuja Cements Ltd.

Target

Prabhudas Lilladhar

Prioritising sweating off existing assets over new additions; capex cut from INR100bn to ~INR65bn for FY27/28 each. Recalibration at existing IUs to reduce lead distance; planning ~INR250/t cost savings each in FY27/28. Ambuja Cement (ACEM) delivered a weak cons Q4 operating performance, impacted by a) lower ramp up & higher repairs at acquired assets, b) softer volume growth of 7% YoY and c) elevated costs on branding, fuel and freight. Cement NSR increased marginally despite price hikes in regions and higher premium cement share of ~36%....

Ambuja Cements Ltd.'s price crossed below 50Day SMA today

Ambuja Cements Ltd.

05 May 2026

433.75

-2.29%

Ambuja Cement

Hold: Ambuja Cements Ltd.

Target

ICICI Direct

Company's consolidated cement capacity stands at ~109 mtpa at present (including Sanghi Industries, Penna Cement & Orient Cement) Q4FY26 performance: Revenue was up 10.4% YoY (+6.2% QoQ) to Rs 10915.5 crore led by 7.5% YoY (+5.8% QoQ) growth in sales volume (20.1 mtpa) and improvement in blended realisation by 2.7% YoY (flattish QoQ). Total cost/ton increased by 9.6% YoY (flattish QoQ), mainly due to increase in power & fuel, freight and higher others cost. EBITDA/ton stood at Rs 728/ton (-27.1% YoY, +2.3% QoQ). Subsequently, EBITDA was down by 21.6% YoY (+8.2% QoQ) to Rs 1463.9 crores....