Ambuja Cements Limited, part of the Adani Portfolio, reported a strong financial performance for the third quarter of FY26, posting a sharp 258% year-on-year jump in profit after tax to Rs. 3,781 crore, driven by record sales volumes, higher realisations and improved operational efficiencies.
For the quarter ended December 31, 2025, the company recorded its highest-ever quarterly cement sales volume of 18.9 million tonnes, marking a 17% increase over the same period last year. Revenue from operations rose 20% year-on-year to Rs. 10,277 crore, reflecting robust demand, a higher share of trade and premium cement, and better pricing compared to industry peers.
Operating performance also strengthened during
the quarter. Consolidated EBITDA stood at Rs. 1,353 crore, up 53% year-on-year on a normalised basis, while EBITDA per tonne improved to Rs. 718. Margins expanded to 13.2%, supported by lower power and fuel costs, higher green energy usage and logistics optimisation.
Ambuja Cements continued to maintain a strong balance sheet, remaining debt-free with a net worth of Rs. 69,854 crore as of December 2025. The company retained its highest credit ratings of AAA (Stable) and A1+ from CRISIL and CARE, underscoring its financial strength and liquidity position.
During the quarter, Ambuja commissioned the 2.4 MTPA Marwar Grinding Unit, taking its total cement capacity to 109 million tonnes per annum. The company is on track to reach 115 MTPA by March 2026, reinforcing its position as one of India’s largest cement producers. A key strategic development announced during the quarter was the proposed amalgamation of ACC Limited and Orient Cement Limited with Ambuja Cements, creating a unified ‘One Cement Platform’ aimed at driving scale, operational efficiency and long-term value creation, subject to regulatory approvals.
On the sustainability front, Ambuja continued to expand its renewable energy footprint, commissioning 225 MW of solar power during the quarter and increasing its total renewable capacity to 898 MW. The company remains on course to achieve 1,122 MW of renewable capacity by FY27, supporting its long-term decarbonisation goals.
Commenting on the results, CEO Vinod Bahety said the company’s focus on premium products, cost leadership and digital initiatives has helped it outperform the industry. He added that ongoing efficiency measures and the ‘One Cement Platform’ strategy would further strengthen Ambuja’s growth trajectory and profitability in the coming quarters.
Also Read: Ambuja Cements Selected For First Indo-Swedish CCU Pilot In Global Cement Sector https://www.vibesofindia.com/ambuja-cements-selected-for-first-indo-swedish-ccu-pilot-in-global-cement-sector/
