New Delhi, Jan 30: Ambuja Cements Limited, part of the diversified Adani Portfolio and the world’s ninth-largest building materials solutions company, today announced its financial results for the quarter ended December 31, 2025, marking a period of strong growth, operational excellence, and strategic transformation.
Q3 FY26 Performance Highlights
The company achieved record quarterly cement sales of 18.9 million tonnes, up 17% YoY, and consolidated revenue of ₹10,277 crore, a 20% YoY increase. Operational EBITDA for the quarter stood at ₹1,353 crore with a margin of 13.2%, while normalized Profit After Tax was ₹378 crore. For the nine months ended December 31, 2025, Ambuja Cements reported cement sales of 53.8 million tonnes and consolidated revenue of ₹29,740 crore, with EBITDA of ₹5,075 crore and normalized PAT of ₹1,984 crore.
Strategic Milestones
Aligned with its growth blueprint, Ambuja Cements commissioned the 2.4 MTPA Marwar Grinding Unit, raising total cement capacity to 109 MTPA, with plans to reach 115 MTPA by March 2026. In a transformative move, Ambuja Cements announced the amalgamation of ACC Limited and Orient Cement Limited to create a unified “One Cement Platform.” The merger is expected to optimize manufacturing and logistics, enhance capital efficiency, strengthen the balance sheet, and accelerate growth and operational excellence. Completion of the transaction is subject to regulatory approvals and is expected during FY27.
Operational and Cost Leadership
Ambuja Cements continued to demonstrate cost discipline, reducing kiln fuel and power costs by 6% and 15% YoY, respectively, while increasing green power share to 36.9%. Total cost of sales decreased 2% YoY, contributing to an overall EBITDA of ₹718 per tonne. Direct dispatch improved, and logistics costs were optimized, further strengthening operational efficiency.
Digital and ESG Initiatives
The company advanced its digital transformation through the CiNOC platform, AI-driven operational intelligence, and predictive maintenance. Ambuja Cements continues to lead in ESG, being the first Indian cement company to adopt the TNFD framework, expanding tree plantation to 7.2 million trees, and achieving water positivity of 14 times. The company is also deploying the world’s first industrial-scale RotoDynamic Heater™ for electrified kiln heating and pioneering carbon capture utilization projects, reinforcing its science-based net-zero targets validated by the Science Based Targets initiative (SBTi) for 2030 and 2050.
Brand Leadership
Ambuja Cements’ super-premium products, Ambuja Kawach and ACC Gold, continued to lead the water-repellent cement segment. The brand strengthened stakeholder engagement across 29 high-impact platforms, reaching over 38,000 stakeholders, including builders, developers, architects, and policymakers. Over one lakh supply chain partners and seven lakh influencers form the backbone of the Adani Cement Parivaar.
Outlook
The cement industry is expected to maintain growth momentum with continued demand recovery, projected at ~8% for FY26. Ambuja Cements’ focus on premium products, market share expansion, cost leadership, and technology-driven construction solutions positions the company to outperform industry growth while advancing its sustainability and decarbonization agenda.
