Ambuja Cements Q2 Profit Jumps Fourfold to ₹2,302 Crore; Ups FY28 Capacity Target to 155 MTPA.

Ambuja Cements Ltd, part of the Adani Group, reported a more than fourfold increase in profit to ₹2,302 crore for the second quarter of FY2025-26. The surge in profit includes a reversal of income tax provision worth ₹1,697 crore, the company said recently.

The company’s revenue from operations rose 25% to ₹7,305 crore during the quarter, driven by strong growth across key segments - a 20% rise in cement revenues and a 57% increase in Ready Mix Concrete sales.

Commenting on the results, Vinod Bahety, Whole Time Director & CEO of Ambuja Cements, said the company remains optimistic about the sector’s outlook despite challenges such as prolonged monsoons. “The sector will benefit from several favourable developments, including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of the coal cess,” he noted.

Bahety added that Ambuja’s capacity expansion plans are well-timed to leverage this positive environment. The company has raised its FY28 capacity target to 155 MTPA, up from 140 MTPA earlier. The additional 15 MTPA capacity will come from debottlenecking initiatives at a lower capex of USD 48 per metric tonne, he said.

Ambuja is also working to improve operational efficiency, including debottlenecking logistics infrastructure to enhance utilisation of its existing 107 MTPA capacity by 3%. The company plans to install 13 blenders across its plants within 12 months to optimise product mix, increase the share of premium cement, and improve realisations.