Adani-owned Ambuja Cements delivered electrifying Q3 FY26 numbers on Friday, with net profit catapulting 258% year-on-year to Rs 3,781 crore in the October-December quarter. This milestone underscores the company’s aggressive growth strategy in India’s booming infrastructure landscape.
Volumes reached an all-time quarterly peak of 18.9 MT, up 17% YoY, driving 20% revenue growth and a 53% EBITDA surge to Rs 1,353 crore. Net worth climbed to Rs 69,854 crore, bolstered by strong cash generation despite zero debt. High ratings from Crisil and CARE signal investor confidence.
Strategically, the merger of ACC and Orient Cement creates a seamless ‘One Cement Platform’, set to amplify growth velocity, operational excellence, cost efficiencies, leadership position, and enduring value.
Key expansions: 2.4 MTPA Marwar unit operational, total capacity now 109 MTPA. Sustainability efforts advanced with 225 MW solar addition, renewable portfolio at 898 MW, eyeing 1,122 MW by FY27.
As per CEO Vinod Baheti, record volumes paired with premium cement sales uplift enabled superior margins versus peers. Cost optimization reduced sales costs 2% YoY (Q3) and 3% (9M FY26), generating Rs 850/MT EBITDA from core assets and Rs 718/MT company-wide in Q3.
Ambuja Cements emerges stronger, poised to capitalize on capacity expansions, green transitions, and market consolidation for future triumphs.