Ambuja Cements reported consolidated Q2 net profit of ₹1,766 crore, up 268% year-on-year, with revenue rising 25% as cost optimization and stronger volumes supported margins. Management commentary pointed to logistics efficiencies, fuel cost normalization, and calibrated price actions across regions. Capacity additions and debottlenecking remain on track, with emphasis on sustainability investments and product mix upgrades. Analysts indicated that operating leverage and disciplined capex could sustain improved profitability, though monsoon effects and regional pricing competition bear watching. The stock outperformed peers intraday as investors recalibrated earnings trajectories toward stronger second-half seasonality and infrastructure demand catalysts.