Overview
- Consolidated Q2 FY26 net profit rose to about Rs 2,302 crore, with record second‑quarter revenue of roughly Rs 9,174 crore and sales volumes up about 20% to 16.6 million tonnes.
- EBITDA reached Rs 1,761 crore, EBITDA per tonne improved to Rs 1,060, and the operating margin expanded to 19.2%.
- Ambuja raised its FY28 capacity target to 155 MTPA, adding 15 MTPA via debottlenecking at an estimated cost of about $48 per tonne.
- Operational ramp-up continued with trial runs for a 4 MTPA kiln at Bhatapara, commissioning of a 2 MTPA Krishnapatnam grinding unit, and three more sites totaling 7 MTPA expected next quarter.
- The company flagged supportive policy tailwinds including GST reform efforts, the Carbon Credit Trading Scheme and potential coal cess withdrawal, and the stock rose nearly 2% intraday after the results.