Ambuja Cements also raised its FY28 capacity target by 15 million tonnes per annum (MTPA) to 155 MTPA, from the earlier goal of 140 MTPA. The incremental capacity will be achieved through debottlenecking at a lower capex of $48 per tonne.
As part of its growth initiatives, the company is installing 13 blenders across its plants over the next 12 months to optimise its product mix and enhance the share of premium cement, thereby improving realisations. Additionally, plant logistics infrastructure upgrades will help improve capacity utilisation by 3% over the next 24 months.”This quarter has been noteworthy for the cement industry. Despite headwinds from prolonged monsoons, the sector will benefit from several favourable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess,” said Vinod Bahety, Whole-Time Director & CEO, Ambuja Cements.
Bahety added that the outlook for the rest of FY26 remains positive. “We remain optimistic about delivering double-digit revenue growth and four-digit PMT EBITDA.”
The company aims to end FY26 with a total cost of ₹4,000 per tonne and expects a further 5% annual reduction over the next two years to reach ₹3,650 per tonne by FY28.
Following the results, shares of Ambuja Cements Ltd. were trading 1.4% higher at ₹573.20. The stock has gained around 6% so far in 2025.
