Ambuja Cements Ltd (LUX:AMCEM)

Q3 2026 Ambuja Cements Ltd Earnings Call Transcript

Jan 30, 2026 / 11:30AM GMT

Release Date Price: $6.3

Transcript

Key Points

Positve

Ambuja Cements Ltd (BOM:500425) delivered industry-leading performance with volumes growing at twice the industry average.
The company achieved a significant improvement in capacity utilization for acquired assets, reaching 65% by the end of December.
Ambuja Cements Ltd (BOM:500425) reported its highest ever quarterly sales volume at 18.9 million tonnes, up 17% year-over-year.
The company successfully commissioned a 2.4 million tonnes Marwar Grinding Unit ahead of schedule, increasing total capacity to 109 million tonnes per annum.
Ambuja Cements Ltd (BOM:500425) maintained a strong balance sheet with a net worth of INR 70,000 crores and remains debt-free.

Negative

The company's operating costs increased, with December quarter costs at INR 4,500 per tonne, up INR 250 from the previous quarter.
There were delays in the commissioning of the Warisaliganj unit, now scheduled for the first quarter of FY27.
The company faced challenges with some acquired assets, such as equipment failures at Tandur and Jamul plants.
Despite improvements, the acquired assets have been a drag on performance, with lower utilization rates compared to expectations.
Ambuja Cements Ltd (BOM:500425) experienced a decline in cash reserves due to significant CapEx outflows for capacity expansions.

Operator

Ladies and gentlemen, good day, and welcome to Ambuja Cementss Limited Q3 FY26 Earnings Conference Call hosted by Antique Stockbroking. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Krupal Maniar from Antique Stockbroking. Thank you, and over to you.

Krupal Maniar

Antique Stock Broking Ltd - Analyst

Thank you, [Iqra]. Good evening, and a warm welcome to everyone. On behalf of Antique Stockbroking, we welcome you all to the third quarter FY26 earnings call of Ambuja Cementss Limited. I will now hand over the call to Mr. Deepak Balwani, Head of Investor Relations.

Thanks, and over to you, sir.

Deepak Balwani

Ambuja Cements Ltd - Head of Investor Relations

Thank you. On behalf of Ambuja Cements, I'm pleased to welcome all the participants to our quarter 3 FY26 earnings call. Ambuja Cementss Limited is part of the diversified Adani portfolio and the world's ninth largest building material solutions company. Before we start, please

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