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Ambuja Cements’ Q2 earnings leap 268% YoY to ₹1,766 crore on volume gains and cost discipline
Ambuja’s profit surged to ₹1,766 crore on stronger volumes and lower costs as revenue rose 25%.
Strong operating leverage lifted Ambuja Cements’ consolidated Q2 net profit to ₹1,766 crore, up 268% year-on-year, as revenue advanced 25% to ~₹9,130 crore on healthier volumes and logistics/fuel cost normalization. Management commentary pointed to calibrated pricing and capacity debottlenecking, with sustainability spends and product-mix upgrades continuing. Analysts flagged margin durability into H2 on demand from infrastructure and housing, though regional pricing intensity warrants monitoring. The stock outperformed peers intraday as investors reassessed earnings trajectories. Focus now shifts to unit realizations, petcoke/coal trends, and capex cadence, which could influence FY26 EBITDA estimates and sector positioning across large-cap cement names.