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Informist, Friday, Jan. 30, 2026

 

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--Ambuja Cements Oct-Dec consol net profit INR 2.04 bln 
--Analysts saw Ambuja Cements Oct-Dec consol net profit at INR 7.98 bln 
--Ambuja Cements Oct-Dec consol revenue INR 101.81 bln 
--Analysts saw Ambuja Cements Oct-Dec consol revenue at INR 99.89 bln 
--Ambuja Cements Oct-Dec consol net profit INR 2.04 bln vs INR 21.58 bln 
--Ambuja Cements Oct-Dec consol revenue INR 101.81 bln vs INR 84.98 bln 
--Ambuja Cements Apr-Dec consol net profit INR 28.05 bln vs INR 32.78 bln 
--Ambuja Cements Apr-Dec consol revenue INR 295.54 bln vs INR 240.95 bln 
--Ambuja Cements: MD Ajay Kapur to retire on Jan 31 
--Ambuja Cements Oct-Dec labour codes implementation cost INR 1.07 bln 
--Ambuja Cements Oct-Dec power, fuel cost INR 26.09 bln vs INR 20.62 bln 
--Ambuja Cements Q3 freight, forwarding cost INR 23.63 bln vs INR 20.44 bln 
--Ambuja Cements consol Q3 raw material costs INR 17.42 bln vs INR 14.31 bln 
--Ambuja Cements Q3 consol cement revenue INR 98.15 bln vs INR 90.92 bln 
--Ambuja Cements Q3 consol volume at 18.9 mln tns vs 16.2 mln tns year ago 
--Ambuja Cements Q3 consol operating EBITDA INR 13.53 bln vs INR 17.12 bln 
--Ambuja Cements Q3 consol operating EBITDA margin 13.2% vs 18.2% yr ago 
--Ambuja Cements Q3 consol operating EBITDA/tn INR 718 vs INR 1,059 year ago
 

 

By Ashutosh Pati

 

MUMBAI – Ambuja Cements Ltd.'s bottom line for the December quarter plunged from a year ago and missed the Street's expectations by a wide margin due to rise in power and fuel expenses and fall in cement prices. However, the company's revenue rose sharply, surpassing expectations, due to increase in sales volume.

 

The company posted a consolidated net profit of INR 2.04 billion for the December quarter, down around 91% on year and over 88% sequentially. Analysts had expected the company to post a net profit of INR 7.98 billion. Its revenue from operations rose around 20% on year and around 12% sequentially to INR 101.81 billion, higher than expectations of INR 99.89 billion.

 

Power and fuel expenses of the company rose around 27% on year to INR 26.09 billion, rising the most in 13 quarters. The company has attributed this rise to an increase in clinker production but lower sales volumes, which resulted in higher closing inventory. The benefit of this surplus is expected to flow in the March quarter, the company said.

 

The company's total expenses rose around 19% on year to INR 99.41 billion in the December quarter, led by sharp rise in power and fuel costs, raw materials costs, and other expenses. Cost of materials consumed rose around 22% on year to INR 17.42 billion while other expenses were up over 18% on year at INR 16.64 billion. The company's freight and forward expenses increased around 16% on year to INR 23.63 billion. The company also incurred a cost of INR 1.07 billion due to implementation of new labour codes.

 

Ambuja Cements' revenue from cement sales rose to INR 98.15 billion from INR 90.92 billion a year ago. The company's revenue was boosted by a sharp rise in sales volume. Its cement sales volume rose around 17% on year to 18.9 million tonnes in the December quarter from 16.2 million tonnes a year ago, achieving the highest-ever quarterly sales volume.

 

"...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," Vinod Bahety, whole-time director and chief executive officer of Ambuja Cements, was quoted as saying in a press release. Bahety added that they are now working to fix some of the specific issues on cost, particularly power cost, share of green power, fuel efficiency, and improvement of logistics cost.

 

The company's operating earnings before interest, tax, depreciation, and amortisation, or EBITDA, fell around 21% on year to INR 13.53 billion in the December quarter from INR 17.12 billion a year ago. Its EBITDA margin fell to 13.2% from 18.2% a year ago. The EBITDA per tonne fell over 32% on year to INR 718 in the December quarter from INR 1,059 a year ago. The company's EBITDA, on a normalised basis excluding the one-time income of INR 8.26 billion in the year-ago quarter, was up 53% on year. Similarly, its EBITDA per tonne on a normalised basis was up 31% on year.

 

For the nine months ending December, the company reported a consolidated net profit of INR 28.05 billion, down over 14% on year. Revenue for the period was INR 295.54 billion, up around 23% on year. The company said Managing Director Ajay Kapur will be retiring with effect from Saturday.

 

Ambuja Cements plans to achieve production capacity of 115 million tonnes per annum by March, from the current capacity of 109 million tonnes per annum. The company's 2.4 million tonne per annum grinding unit at Marwar in Rajasthan has been successfully operationalised. The merger of ACC Ltd. and Orient Cement Ltd. with Ambuja Cements is expected to optimise manufacturing and logistics, streamline operations and strengthen the balance sheet, the company said. The completion of the transaction is expected over FY27, subject to requisite approvals.

 

The company declared its December quarter results during market hours Friday. Shares of the company nosedived after the results were announced and ended at INR 510.15 on the National Stock Exchange, down nearly 5% from the previous session.  End

 

Edited by Ashish Shirke

 

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