In a blockbuster performance, Ambuja Cements of the Adani Group unveiled Q3 FY26 results that dazzle investors. Net profit exploded 258% to Rs 3,781 crore for October-December, fueled by unprecedented sales volumes of 18.9 million tonnes – a 17% surge and the highest quarterly figure ever recorded.
Revenue grew 20% YoY, with EBITDA leaping 53% to Rs 1,353 crore. The company’s net worth rose to Rs 69,854 crore after a Rs 361 crore addition, all while staying completely debt-free. Prestigious AAA Stable and A1+ ratings from Crisil and CARE highlight its rock-solid finances and cash reserves for growth capex.
The quarter’s game-changer: announcing mergers of ACC and Orient Cement into Ambuja, forging a powerhouse ‘One Cement Platform’. This will turbocharge development speed, operational superiority, capital efficiency, market leadership, and shareholder value.
Expansion momentum continued with the Marwar grinding unit launch (2.4 MTPA), elevating total capacity to 109 MTPA. Green energy push added 225 MW solar capacity, totaling 898 MW renewables, targeting 1,122 MW by FY27.
CEO Vinod Baheti praised peak volumes, premium sales growth, and cost discipline – sales costs fell 2% YoY in Q3 (3% over 9 months). This delivered Rs 850/MT EBITDA from existing assets (Q3) and Rs 718/MT overall, outpacing 9-month averages.
Ambuja’s strategic playbook – mergers, capacity hikes, renewables, and cost mastery – cements its path to industry supremacy amid rising demand.
