Ambuja Cement reported record Q3 sales volume (18.9MT, +17% YoY) and revenue (INR10,277 Cr, +20%). PAT surged 258% to INR378 Cr, with operating EBITDA at INR1,353 Cr (INR718/ton) after one-off adjustments.

Q3 costs were INR4,500/ton but exited December below INR4,000/ton, targeting significant future reductions.

The company is integrating acquired assets, aiming for 80% utilization.

Capacity targets 155MT by March '28, planning new kilns and debottlenecking.

Management expects ~8% industry demand growth for FY26, driving double-digit volume growth via trade and premium segments.

Cost leadership through green power and efficient assets is a key focus.

The debt-free balance sheet supports a confident outlook.