Ambuja Cements Releases Earnings Call Transcript for Q2 FY27
Ambuja Cements released its Q2 FY27 earnings call transcript. The company reported resilient performance with trade volumes up 8.6% and premium product sales at 37%. Expansion projects aim to add 30 million tons capacity. Q2 revenue was ₹9,197 crore, EBITDA ₹1,271 crore. The merger with ACC and Orient Cement is progressing.
The announcement covers financial results, major expansion projects, and a significant merger, all of which have a substantial impact on the company's future growth and market position.
The announcement details resilient financial performance, significant capacity expansion plans, and progress on strategic mergers, indicating positive business momentum.
Ambuja Cements Limited has uploaded the transcript of its earnings conference call for the quarter and half year ended September 30, 2026. The call, held on October 29, 2026, featured insights from CEO Mr. Vinod Bahety and CFO Mr. Rohit Soni.
Mr. Bahety highlighted a resilient Q2 FY27 performance, with trade volumes growing 8.6% year-on-year to 74% of trade share. Premium product sales now constitute 37% of trade sales, and blended cement share improved to 82%. The company is advancing its growth strategy with 14 expansion projects aimed at adding approximately 30 million tons of cement and 10.3 million tons of clinker capacity across West, East, and North clusters. These expansions are expected to support profitable growth in high EBITDA markets.
Despite challenging operating conditions including elevated fuel and logistics costs, Ambuja Cements is focused on market discipline, an improved product mix, and sustainable profitability. Plant shutdowns were completed to support volume growth in H2 FY27. The company's strategy emphasizes strengthening profitability through cost improvements and disciplined capital allocation.
Revenue from operations for Q2 FY27 was ₹9,197 crores, with operating EBITDA at ₹1,271 crores and an EBITDA margin of 14%. EBITDA per metric ton was ₹770, and Profit After Tax (PAT) stood at ₹236 crores. The company remains debt-free with a net worth of ₹72,238 crores.
The proposed merger of ACC and Orient Cement with Ambuja Cement is proceeding to the NCLT for final approvals, expected to be completed within the financial year. This merger aims to simplify the corporate structure, unlock synergies, and enhance shareholder value.
Looking ahead, Ambuja Cements anticipates industry demand to grow in the higher single digits, potentially double digits, in H2 FY27. The company expects its own volume growth to exceed industry growth, driven by accelerated trade volumes and calibrated institutional sales.
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Ambuja Cements Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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