Overview
- Consolidated PAT came in at Rs 2,302 crore for Q2 FY26, which includes an income tax provision reversal of about Rs 1,697 crore; some outlets cited Rs 1,766 crore due to differing treatments of the one-off and reporting scope.
- Revenue rose to roughly Rs 9,130–9,174 crore, the company’s highest second-quarter tally, as cement sales volumes hit 16.6 million tonnes, up 20% year on year.
- Operating performance strengthened, with operating EBITDA at about Rs 1,761 crore and margins expanding to around 19.2%.
- Management increased the FY28 capacity target to 155 MTPA from 140 MTPA via low-cost debottlenecking, while trial runs began at a 4 MTPA Bhatapara kiln and a 2 MTPA Krishnapatnam grinding unit was commissioned, with about 7 MTPA slated for Q3.
- Ambuja commissioned 200 MW of solar to lift renewable capacity to 673 MW and targets 900 MW by end-FY26 and 1,122 MW by FY27, as shares gained roughly 2% intraday on the results.