)
Ambuja Cements (500425) investor relations material
Ambuja Cements Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved industry-leading volume growth at 2x the industry average, with consolidated cement volume of 53.8 MTPA for 9MFY'26, up 19% YoY, and significant acquisitions and management changes.
Proposed and ongoing amalgamation of ACC, Orient Cement, and other entities with Ambuja Cements to create a unified platform, with regulatory approvals and integration in progress.
Premiumization and product mix improvements led to higher market share and better realizations, with premium cement volumes accounting for 35% of trade sales and 31% YoY growth.
Major management changes include new senior appointments and the superannuation of the Managing Director effective January 31, 2026.
Capacity utilization for acquired assets improved to 58% (up from 37% YoY), with December exit at 65% and a target of 80%.
Financial highlights
Highest ever quarterly sales volume at 18.9 million tons, up 17% YoY; quarterly revenue reached INR 10,277 crore, up 20% YoY.
PAT for the quarter was INR 378 crore, up 258% YoY on a normalized basis; consolidated profit after tax for Q3 FY26 was ₹366.97 crore.
Operating EBITDA was INR 1,353 crore, up 53% YoY; per metric ton EBITDA at INR 718, up 31%.
Diluted EPS for the quarter was INR 0.82 (consolidated), with 9MFY'26 EPS at 11.36.
Cash and cash equivalents at Rs 1,512 Cr as of Dec'25, after major acquisitions.
Outlook and guidance
Targeting 155 MTPA cement capacity by March 2028, with 115 MTPA by March 2026.
Double-digit volume and revenue growth expected to continue, with cost per ton targeted at INR 3,800 by March 2027 and INR 3,650 by March 2028.
Green power share to reach 60% by March 2028, supporting sustainability and cost reduction.
- TimeTickerHeadlineOpen
- MAERSK
Strong FY25 results with robust cash returns, but FY26 outlook cautious amid market headwinds. - VATN
Record profit, higher dividend, CET1 at 17.2%, and CHF 75m share buyback announced. - MATAS
Record Q3 revenue growth led by Matas, but KICKS declined as consumers traded down. - CZWI
Q2 2025 net income was $3.3M, with margin gains and a 5% buyback authorized. - MILDEF
Record-breaking growth and profitability in 2025, fueled by acquisitions and strong order intake. - MYCR
Q4 sales down 2%, order intake down 19%, but record full-year sales and four acquisitions. - VF
Underlying EBIT up 81% to SEK 30.9 bn; profit down 41% amid divestments and major investments. - ADDT
Earnings and margins rose, acquisitions accelerated, and outlook remains positive. - NCC
Record profits in core segments, major impairment, dividend maintained, outlook positive. - 7004
Order intake and sales rose, but losses and technical issues led to lower profit forecasts.
Next Ambuja Cements earnings date
Next Ambuja Cements earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)