Ambuja Cements Q2 results for FY26 revealed a strong performance, with the Adani Group company reporting a 364% year-on-year (YoY) rise in consolidated net profit to Rs 2,302.3 crore, compared to Rs 496.5 crore in the same quarter last year.

The standalone profit after tax (PAT) also surged nearly three times to Rs 1,387.55 crore from Rs 500.66 crore in Q2 FY25, marking a 177% YoY increase.

Strong Revenue and Operational Efficiency

During the July–September quarter, Ambuja Cements Q2 results showed total revenue reaching Rs 9,174 crore, marking a 21% YoY growth, the company’s highest-ever second-quarter revenue.

Vinod Bahety, Whole Time Director and CEO of Ambuja Cements, said, “This quarter has been noteworthy for the cement industry.”
He added that despite challenges from prolonged monsoons, the sector will benefit from GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess.

Improved Margins and Financial Strength

The Ambuja Cements Q2 results also reflected improved profitability.

• EBITDA: Rs 1,761 crore, up 58% YoY
• EBITDA per tonne: Rs 1,060, up 32% YoY
• Operating margin: 19.2%, up by 4.5 percentage points

Ambuja Cements remained debt-free, with a net worth of Rs 69,493 crore, rising by Rs 3,057 crore during the quarter. Its earnings per share (EPS) also jumped 267% to Rs 7.2.

Capacity Expansion and Future Growth Plans

The company has announced ambitious expansion plans following the Ambuja Cements Q2 results.

Its FY28 capacity target has been raised from 140 MTPA to 155 MTPA, with an additional 15 MTPA expected through low-cost debottlenecking at around $48 per tonne.

Key developments include:

• Trial runs for a 4 MTPA kiln line at Bhatapara (Chhattisgarh).
• Commissioning of a 2 MTPA grinding unit at Krishnapatnam.
• Three more projects adding 7 MTPA capacity to go live next quarter.

Positive Outlook Ahead

Looking forward, the company remains optimistic about the rest of FY26.
In its statement, Ambuja Cements said, “Our outlook for the balance period of FY26 remains positive. We are confident of achieving double-digit revenue growth and four-digit PMT EBITDA.”

The Ambuja Cements Q2 results clearly highlight strong fundamentals, robust financial health, and a steady path toward sustainable growth.

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