Ambuja delivers sustainable Q1 FY''27 performance driven by value-led growth and operational excellence.
RESULTS
▼ Concern Flagged
MEDIUM RISK
📅 Filed on BSE: 28 Jul 2026, 02:28 PM IST · BSE ID: a4c38d26-d1c1-4dba-925a-6c807024412d
View Original BSE Filing (PDF)
💡
In Simple Terms
Ambuja Cements' latest quarterly profit and sales went down compared to last year, despite sequential margin improvement.
🤖 AI Summary
- Ambuja Cements reported Q1 FY27 consolidated PAT of Rs 660 Cr, a decrease from Rs 1,041 Cr in Q1 FY26.
- Sales Volume for Q1 FY27 was 17.1 MnT, down from 18.4 MnT in the comparable prior period.
- Revenue from Operations for Q1 FY27 stood at Rs 9,500 Cr, compared to Rs 10,289 Cr in Q1 FY26.
- Operating EBITDA for the quarter was Rs 1,589 Cr, with a 16.7% margin, up QoQ from 13.4% in Q4 FY26.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Sales Volume (Cement)
17.1 MnT
-7.07%
Revenue from Operations
9,500 Rs. Cr
-7.57%
Operating EBITDA
1,589 Rs. Cr
-18.97%
Operating EBITDA Margin
16.7%
EPS – Diluted
2.32 Rs.
-34.28%
Renewable energy capacity
973 MW
🏢 How This Affects the Company
Sales Volume decreased to 17.1 MnT in Q1 FY27 from 18.4 MnT in Q1 FY26. Trade Share increased by 4 pp to 78% YoY, and Premium Product share rose by 1 pp to 34% YoY, indicating a shift in sales mix.
Consolidated PAT declined to Rs 660 Cr in Q1 FY27 from Rs 1,041 Cr in Q1 FY26. Operating EBITDA margin improved QoQ to 16.7% from 13.4% in Q4 FY26, driven by cost reduction initiatives.
The company achieved a cost reduction of Rs 206 PMT sequentially. Cement capacity increased to 109 MTPA as of June 30, 2026, with a target to reach 119 MTPA by end of FY27.
Geopolitical tensions in West Asia led to higher imported fuel costs (petcoke, thermal coal) and elevated freight costs, posing a near-term impact on industry profitability, particularly in Q2 FY27.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required by shareholders based on this financial results filing.
👤
Who Is Affected
Shareholders are affected by the lower Q1 FY27 diluted EPS of Rs 2.32 compared to Rs 3.53 in Q1 FY26, reflecting reduced profitability.
🔍
Management Signal
Management aims for value-led growth, premiumisation, and disciplined execution, targeting a capacity increase to 119 MTPA by end of FY27 and a further cost reduction of Rs 250 PMT.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Q2 FY27 financial results — assess impact of fuel cost inflation on profitability.
Updates on capacity expansion to 119 MTPA by end of FY27.
Progress on targeted cost reduction to Rs 4,250 PMT by end of FY27.
MEDIUM RISK
Geopolitical tensions driving fuel costs could impact industry profitability in the near term, especially Q2.
💡 Investor Takeaway
Ambuja Cements reported Q1 FY27 consolidated PAT of Rs 660 Cr, a 36.76% decrease from Q1 FY26 PAT of Rs 1,041 Cr. Revenue from Operations stood at Rs 9,500 Cr. Operating EBITDA improved QoQ to Rs 1,589 Cr, with a 16.7% margin.
⚖️ Strengths & Concerns
✅ Positives
- Operating EBITDA margin expanded by 3.3 pp QoQ to 16.7% in Q1 FY27 from 13.4% in Q4 FY26.
- The company remains Debt Free with a net worth of Rs 71,954 Cr and cash & cash equivalents of Rs 844 Cr.
⚠️ Concerns
- Consolidated PAT declined by 36.76% YoY to Rs 660 Cr in Q1 FY27 from Rs 1,041 Cr in Q1 FY26.
- Sales Volume decreased by 7.07% YoY to 17.1 MnT in Q1 FY27 from 18.4 MnT in Q1 FY26.
📅 Company Track Record
In Q1 FY27, Ambuja Cements reported a standalone PAT of ₹ 504 crore, which was a 36.76% YoY decrease. This quarter's consolidated PAT also shows a significant decline compared to Q1 FY26, consistent with the standalone trend.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What was Ambuja Cements' consolidated net profit in Q1 FY27?
Ambuja Cements' consolidated PAT in Q1 FY27 was Rs 660 Cr, a decrease from Rs 1,041 Cr in Q1 FY26.
What was Ambuja Cements' Revenue from Operations in Q1 FY27?
The Revenue from Operations for Ambuja Cements in Q1 FY27 was Rs 9,500 Cr, compared to Rs 10,289 Cr in Q1 FY26.
How much was Ambuja Cements' Sales Volume in Q1 FY27?
Ambuja Cements reported a Sales Volume of 17.1 MnT in Q1 FY27, which is a decrease from 18.4 MnT in Q1 FY26.
What was the Operating EBITDA and margin for Ambuja Cements in Q1 FY27?
Operating EBITDA for Ambuja Cements in Q1 FY27 was Rs 1,589 Cr, with an EBITDA margin of 16.7%.
Questions based on this BSE filing only. For information purposes.