Ambuja Cements Q2 Profit Surges 268% to Rs.1,766 Crore as Revenue Grows 25%

Ambuja Cements Q2 Net Profit Rises 268% to ₹1,766 Crore; Revenue Jumps 25% on Robust Demand

Mumbai, November 3, 2025: Ambuja Cements Ltd (ACL), part of the Adani Group, reported a stellar performance for the September quarter of FY25, with its net profit surging 268% year-on-year (YoY) to ₹1,766 crore, compared to ₹480 crore in the same quarter last year. The company’s strong quarterly results were driven by rising cement demand, efficient cost management, and strategic capacity expansion.

According to the company’s regulatory filing, consolidated revenue from operations rose 25% to ₹9,129.73 crore during the quarter ended September 2025, up from ₹7,304.77 crore a year earlier. Total income, including other income, climbed to ₹9,431.53 crore, while total expenses stood at ₹8,375.59 crore, reflecting controlled operational costs amid rising input prices.

Ambuja’s Strong Q2 Performance Defies Monsoon-Driven Headwinds

Despite extended monsoons that typically dampen construction activity, Ambuja Cements managed to deliver strong quarterly growth, showcasing resilience in India’s expanding infrastructure and real estate sectors.

Commenting on the performance, Vinod Bahety, Whole Time Director & CEO of Ambuja Cements, said,

“This quarter has been noteworthy for the cement industry. Despite the headwinds from prolonged monsoons, the sector will benefit from several favorable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess.”

Bahety added that Ambuja’s capacity expansion strategy is “well-timed to capitalize on the positive momentum” in the construction and infrastructure sectors.

Also Read : Sensex Flat, Nifty Holds Near 25,750 as Realty, PSU Bank Stocks Lead Gains

Capacity Expansion Target Raised to 155 MTPA by FY28

Ambuja Cements has revised its FY28 production capacity target upward by 15 million tonnes per annum (MTPA) — from the earlier 140 MTPA to 155 MTPA. The company said this additional capacity will come through debottlenecking initiatives at a lower capital expenditure (capex) of USD 48 per tonne, reflecting efficient capital allocation.

This expansion aligns with Adani Group’s broader vision to strengthen its position as a leading cement manufacturer in India, leveraging synergies with ACC Ltd, another Adani-owned entity. Together, the two companies are working toward building a robust supply chain and increasing their combined market share in the Indian cement space.

Focus on Digital Transformation and Operational Excellence

In a major step toward operational modernization, Ambuja Cements announced the launch of its Cement Intelligent Network Operations Centre (CiNOC) — an AI-powered system designed to enhance plant performance, predictive maintenance, and real-time decision-making.

The CiNOC initiative aims to embed artificial intelligence “deep into the enterprise fabric,” allowing every plant, process, and employee to operate within a self-learning, high-velocity digital ecosystem. This initiative marks a significant technological leap for Ambuja, aligning with the Adani Group’s broader emphasis on automation and data-driven efficiency.

The company also plans to install 13 new blenders across its manufacturing units over the next 12 months. This move is expected to optimize cement mix, reduce waste, and increase the share of premium-grade cement in its portfolio — a segment that yields higher margins.

Industry Outlook: Cement Sector Poised for Sustained Growth

India’s cement industry continues to show resilience, supported by rising government spending on infrastructure projects, affordable housing, and rural development programs. Analysts expect the sector to benefit from strong demand momentum in the second half of FY25, particularly as the construction season picks up post-monsoon.

The government’s focus on capital expenditure, coupled with the expected rollout of GST 2.0 reforms and the introduction of the Carbon Credit Trading Scheme (CCTS), is likely to further support sectoral profitability. Additionally, the recent withdrawal of coal cess is expected to bring down input costs for cement manufacturers, improving margins in upcoming quarters.

With Ambuja Cements’ expansion plans well underway and technological advancements like CiNOC in place, the company is well-positioned to capitalize on these favorable macroeconomic trends.

Ambuja Cements Stock Trades Higher on Strong Earnings

Following the robust Q2 earnings announcement, shares of Ambuja Cements were trading 1.6% higher at ₹574.40 per share on the NSE. The positive market reaction reflects investor confidence in the company’s growth trajectory and the cement industry’s long-term prospects.

Ambuja Cements’ improved profitability, coupled with a strategic focus on sustainability and digital transformation, is expected to strengthen its financial position and market leadership in the coming years.

Sustainability and Innovation at the Core of Ambuja’s Strategy

Beyond financial growth, Ambuja Cements continues to integrate sustainability and innovation into its operations. The company’s focus on energy efficiency, carbon reduction, and use of blended cements positions it as one of the most environmentally responsible players in the industry.

The planned installation of blenders and the use of alternative raw materials will enhance the company’s sustainability profile, helping it reduce emissions per tonne of cement produced.

As the Indian construction ecosystem shifts toward greener and more efficient building materials, Ambuja’s initiatives underscore its commitment to a carbon-conscious growth model aligned with India’s net-zero vision.

Outlook: Steady Growth Ahead for Ambuja Cements

With a sharp rise in quarterly profit, strong revenue growth, and a renewed focus on operational excellence, Ambuja Cements appears poised for sustained expansion. The company’s combination of capacity growth, digital innovation, and sustainable practices strengthens its long-term growth outlook.

As India’s infrastructure and housing sectors continue to expand, Ambuja Cements — backed by the Adani Group’s strategic support and capital strength — is well-positioned to maintain its momentum and play a pivotal role in shaping the future of the country’s cement industry.

• Nifty 50
• Bank Nifty
• Sensex