Revenue from operations rose 20% year-on-year to Rs 10,181 crore in Q3FY26, up from Rs 8,498 crore in the same quarter last year.
On a sequential basis, net profit declined 88% from Rs 1,766 crore in Q2FY26, even as revenue increased 12% quarter-on-quarter from Rs 9,130 crore in the September quarter.
However, the company said that its Q3FY26 net profit, normalised to the reported bridge for Profit after tax provided in the investor deck, stood at Rs 378 crore, witnessing a 258% YoY jump.
The Q3 PMT EBITDA stood at Rs 718 PMT, up by 31% YoY, with a margin at 13.2%, up by 2.9 pp YoY.
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Ambuja’s volume growth was 2X the industry average, with a higher focus on trade sales/premium cement, which delivered better realisations than peers, along with higher volume growth of base capacity. The total cement capacity stood at 109 MTPA.
Balance sheet
The Adani Group company’s net worth stood at Rs 69,854 crore, and it remains debt-free, the company filing said. Healthy cash flows will sustain the capex program, Ambuja said.
Capacity & expansion: With the 2.4 MTPA Marwar Grinding Unit successfully operationalised, the cement capacity stands at 109 MTPA. The company plans to achieve 115 MTPA by March’26 (Warisaliganj, earlier targeted by March 26, will now be operational in Q1 FY27).
What does the management say?
Whole Time Director & CEO, Ambuja Cements, Vinod Bahety, said that the company continued its strong growth trajectory with another robust performance this quarter, following an exceptional previous quarter. “We achieved the highest ever quarterly volumes, higher trade/premium cement sales resulting in better realisation than industry peers and better base capacity volume growth. This has helped us to improve our market leadership,” he said.
“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,” Bahety added further.
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