Ambuja Cements Ltd (LUX:AMCEM)

Q1 2027 Ambuja Cements Ltd Earnings Call Transcript

Jul 28, 2026 / 11:00 AM GMT

Release Date Price: $4.68

Transcript

Key Points

Positve

Ambuja Cements Ltd (FRA:GJA) reported a significant improvement in operating efficiency, reducing net operating costs by 206 rupees per metric ton from the previous quarter.
The company increased its share of trade sales from 74% to 78%, enhancing profitability through a focus on higher-margin trade sales.
Ambuja Cements Ltd (FRA:GJA) achieved a 3% improvement in the clinker factor, contributing to cost savings and sustainability.
The company expanded its renewable energy capacity, with RE power capacity now at 973 megawatts, reducing power costs by one rupee per KWH.
Ambuja Cements Ltd (FRA:GJA) is on track to expand its installed capacity to 119 million tons by the end of the financial year, supporting future growth.

Negative

The company experienced a 2% year-on-year decline in trade volumes and a 21% decline in non-trade volumes, impacting overall sales.
Despite improvements, profitability remains under pressure due to higher imported fuel prices and geopolitical tensions affecting costs.
Ambuja Cements Ltd (FRA:GJA) faced challenges in the South region, consciously reducing lower-margin volumes, which affected overall volume growth.
The company has temporarily shut down some manufacturing operations to optimize costs, which may impact short-term production capacity.
There are concerns about the impact of geopolitical tensions on cost pressures, with potential cost increases of 200 rupees per ton if tensions persist.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ABUJ.NS - Ambuja Cements Ltd
Q1 2027 Ambuja Cements Ltd Earnings Call
Jul 28, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Ambuja Sements Limited Q1 FI27 Earnings Conference Call, hosted by Nomura.

As a reminder, all parts of the lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing *, then zero on your touchstone telephone.

Please note that this conference is being recorded.

I will now have the conference over to Mr. Deshandeep Chetta from Nomura for opening a mark.

Thank you, and over to you.

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