Ambuja Cements plans ~30 MTPA expansion with ₹14,500 Cr capex by FY'30
Ambuja Cements plans to add ~30 MTPA cement capacity with a ₹14,500 crore capex program, aiming for a total capacity of 155 MTPA by FY'30. The expansion will strengthen its network in East, West, and North India. The company targets a manufacturing cost of ₹4,000 PMT by FY'28.
A ~30 MTPA capacity expansion and a ₹14,500 crore capex program represent a major strategic initiative that will significantly influence the company's market position, revenue, and profitability in the long term.
The announcement details a significant capacity expansion plan backed by substantial capex, indicating strong growth prospects and strategic focus, which is positive for the company's future.
Ambuja Cements Limited, part of the Adani Portfolio, has announced its next phase of expansion aimed at adding approximately 30 million tonnes per annum (MTPA) of cement capacity. This expansion, involving greenfield and brownfield projects with a total growth capital expenditure (capex) program of around ₹14,500 crore, will strengthen its manufacturing network across key growth markets in East, West, and North India.
The planned additions include new grinding capacities of ~15.5 MTPA in the West Cluster, 11.6 MTPA in the East Cluster, and 2.9 MTPA in the North Cluster. Specific locations for new grinding capacities include Assam (Rangia, Hojai), Jharkhand (Godda), Bihar (Muzaffarpur), Gujarat (Mundra, Hazira), Maharashtra (Raigad, Kalyan, Dahanu, Amravati), and Uttar Pradesh (Dadari Line 2). The program also incorporates new clinker capacity in the East cluster (Umrangso, Assam) and West cluster (Maratha, Mundra) to support the expanded grinding footprint.
Mr. Vinod Bahety, CEO – Cement Business, Adani Group, stated that the expansion focuses on quality of growth and creating a balanced manufacturing network, enhancing flexibility and competitiveness. The company aims to achieve a cost of ₹4,000 per metric tonne (PMT) by FY'28. This expansion will take the total capacity to 155 MTPA by FY'30.
The company has already commissioned 4.6 MTPA in H1 FY'27 and expects another 5.6 MTPA to be commissioned or ramped up in H2 FY'27, bringing the total capacity to 119 MTPA by March 2027. Since its acquisition, Ambuja has completed 11 capacity projects, adding 16.3 MTPA of cement capacity and 9.0 MTPA of clinker capacity up to September 30, 2026. The current cement capacity stands at 113.5 MTPA across 24 integrated plants and 24 grinding units.
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Ambuja Cements Limited filed this with the NSE as a statutory disclosure, categorised under capex. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Ambuja Cements Limited. Read the original for the full detail.