Ambuja Cements Posts ₹660 Crore Consolidated Net Profit in Q1 FY27; Consolidated Revenue Reaches ₹9,474 Crore

Ambuja Cements Limited (an Adani Group company) announced its unaudited financial results for the first quarter ended June 30, 2026. The major Indian building materials manufacturer reported a consolidated net profit after tax of ₹660 crore for Q1 FY27, down from ₹1,041 crore in the corresponding quarter of the previous fiscal year (Q1 FY26).

Consolidated Performance Highlights

Revenue & Top-Line Performance

Revenue from Operations: Recorded at ₹9,474 crore for Q1 FY27, compared to ₹10,244 crore in Q1 FY26 and ₹10,892 crore in the preceding quarter ended March 31, 2026 (Q4 FY26).

Government Grants (Duty Credits/Refunds): Stood at ₹26 crore, compared to ₹45 crore in Q1 FY26 and ₹24 crore in Q4 FY26.

Other Income: Reached ₹169 crore, down from ₹256 crore in Q1 FY26 and ₹233 crore in Q4 FY26.

Total Income: Came in at ₹9,669 crore for the quarter under review, compared to ₹10,545 crore in Q1 FY26 and ₹11,149 crore in Q4 FY26.

Profitability & Tax Metrics

Profit Before Tax (PBT): Stood at ₹848 crore for Q1 FY27, up 60.9% sequentially from ₹527 crore in Q4 FY26, but down from ₹1,427 crore in Q1 FY26. PBT incorporates ₹24 crore in exceptional expenses and ₹5 crore from share of profit in joint ventures and associates.

Net Profit After Tax (PAT): Reported at ₹660 crore for the quarter. Net profit attributable to owners of the parent stood at ₹577 crore, while non-controlling interest accounted for ₹83 crore.

Tax Expense: Total tax expenses amounted to ₹188 crore, comprising ₹91 crore in current tax, ₹113 crore in deferred tax charges, and a write-back of ₹(16) crore relating to earlier periods.

Total Comprehensive Income: Stood at ₹661 crore (net of taxes), with ₹577 crore attributable to owners of the parent and ₹84 crore to non-controlling interest.

Earnings Per Share (EPS): Basic and diluted EPS for Q1 FY27 stood at ₹2.32 per equity share of face value ₹2 each (unannualised), compared to ₹3.53 in Q1 FY26 and ₹7.41 in Q4 FY26.

Consolidated Segment Breakdown

1. Cement Segment

Segment Revenue: ₹9,062 crore (vs ₹9,912 crore in Q1 FY26 and ₹10,417 crore in Q4 FY26)

Segment Results (EBIT): ₹757 crore (vs ₹1,213 crore in Q1 FY26 and ₹545 crore in Q4 FY26)

Segment Assets: ₹85,901 crore as of June 30, 2026 (vs ₹82,733 crore as of March 31, 2026)

2. Ready Mix Concrete (RMC) Segment

Segment Revenue: ₹507 crore (vs ₹421 crore in Q1 FY26 and ₹582 crore in Q4 FY26)

Segment Results (EBIT): ₹5 crore (vs ₹15 crore in Q1 FY26 and ₹52 crore in Q4 FY26)

Segment Assets: ₹1,110 crore as of June 30, 2026 (vs ₹2,365 crore as of March 31, 2026)

Consolidated Expenditure Overview

Total consolidated expenses for Q1 FY27 came in at ₹8,802 crore, reflecting an improvement from ₹9,162 crore in Q1 FY26 and ₹10,525 crore in Q4 FY26.

Key expense lines during the quarter included:

Power and Fuel: ₹2,389 crore (vs ₹2,513 crore in Q1 FY26) - representing the largest single operating cost block.

Freight and Forwarding Expense: ₹2,258 crore (vs ₹2,423 crore in Q1 FY26)

Cost of Materials Consumed: ₹1,526 crore (vs ₹1,536 crore in Q1 FY26)

Other Expenses: ₹1,488 crore (vs ₹1,450 crore in Q1 FY26)

Depreciation and Amortisation: ₹834 crore (vs ₹767 crore in Q1 FY26)

Employee Benefits Expense: ₹387 crore (vs ₹418 crore in Q1 FY26)

Purchase of Stock-in-Trade: ₹75 crore (vs ₹117 crore in Q1 FY26)

Finance Costs: ₹57 crore (vs ₹67 crore in Q1 FY26)

Changes in Inventory (Finished Goods, WIP & Stock-in-Trade): Credit of ₹(212) crore (vs a credit of ₹(129) crore in Q1 FY26)

Standalone Financial Summary

On a standalone basis, Ambuja Cements reported:

Revenue from Operations: ₹6,320 crore for Q1 FY27 (vs ₹6,154 crore in Q1 FY26 and ₹6,972 crore in Q4 FY26)

Total Income: ₹6,563 crore (vs ₹6,555 crore in Q1 FY26)

Profit Before Tax (PBT): ₹626 crore (vs ₹988 crore in Q1 FY26)

Net Profit After Tax (PAT): ₹504 crore (vs ₹797 crore in Q1 FY26 and ₹1,644 crore in Q4 FY26)

Standalone EPS: Basic and diluted EPS stood at ₹2.03 per equity share of face value ₹2 each (vs ₹3.24 in Q1 FY26)

Balance Sheet Base

As of June 30, 2026, Ambuja Cements' paid-up equity share capital stood at ₹497 crore (comprising shares with a face value of ₹2 each). Total consolidated assets expanded to ₹91,236 crore compared to ₹89,607 crore as of March 31, 2026, while consolidated liabilities stood at ₹19,282 crore.

Mr. Vinod Bahety, Whole Time Director and CEO, Ambuja Cements Limited, said, "We have started FY'27 with strong momentum, driven by our focus on value-led growth, premiumisation and disciplined execution. Higher trade sales and an increased share of premium products strengthened our market mix, resulting in improved profitability and quality of earnings.

Despite temporary cost headwinds arising from the West Asia geopolitical tensions, we delivered a sequential cost reduction of Rs. 206 PMT through operational excellence, improved energy efficiency, a lower clinker factor and disciplined cost management. This resulted in a 331 bps QoQ expansion in EBITDA margin to 16.7%.

Looking ahead, we are confident on continuing our momentum and improve our cost structure further. We are well on track to increase our capacity to 119 MTPA by the end of FY'27, with the commissioning of Dahej (1.2 MTPA), Salai Banwa (2.4 MTPA), Bathinda (1.2 MTPA) Jodhpur (2 MTPA), Kalamboli (1 MTPA) and Warisaliganj (2.4 MTPA). We are firmly on course to deliver cost reduction of approximately Rs 250 PMT to achieve targeted cost of Rs 4,250 PMT by end of FY'27.

At the same time, we continue to strengthen our leadership in sustainable construction through innovation and our partnership with LEILAC, accelerating our low-carbon transition and building capabilities that will support the next phase of growth."

Shares of Ambuja Cements Limited was last trading in BSE at Rs. 434.30 as compared to the previous close of Rs. 435.05. The total number of shares traded during the day was 95486 in over 2574 trades.

The stock hit an intraday high of Rs. 435.95 and intraday low of 427.05. The net turnover during the day was Rs. 41115967.00.

Source : Equity Bulls

Keywords

AmbujaCements INE079A01024 Q1FY27 Q1FY2027 ResultUpdate