Ambuja Cements: HSBC on Ambuja Cements Buy with Target Price ₹560 (cut) as Q4 miss driven by flat realizations and higher freight costs leading to weak EBITDA/t, though focus on higher utilisation and ₹500/t cost reduction provides medium-term margin recovery potential.

 05 May 2026 08:50 AM

Ambuja Cements: HSBC on Ambuja Cements Buy with Target Price ₹560 (cut) as Q4 miss driven by flat realizations and higher freight costs leading to weak EBITDA/t, though focus on higher utilisation and ₹500/t cost reduction provides medium-term margin recovery potential.

Ambuja Cements: Jefferies on Ambuja Cements Neutral with Target Price ₹465 (cut) as growth plan recalibration (119mt vs earlier 155mt expansion), uncertain cost trajectory despite expected ₹150–200/t decline from FY26 levels, flattish Q4 costs (~₹4,500/t), and rising pricing pressure amid softer demand and West Asia-led cost risks weigh on outlook.

 05 May 2026 08:50 AM

Ambuja Cements: Jefferies on Ambuja Cements Neutral with Target Price ₹465 (cut) as growth plan recalibration (119mt vs earlier 155mt expansion), uncertain cost trajectory despite expected ₹150–200/t decline from FY26 levels, flattish Q4 costs (~₹4,500/t), and rising pricing pressure amid softer demand and West Asia-led cost risks weigh on outlook.

Ambuja Cements: Projecting 8% Growth in FY '27 to About 80 Million Tons, Targeting Capacity of 119 Million Tons, While Industry Growth is Estimated at 5% to 5.5% Due to Inflation and Weak Monsoon.

 05 May 2026 08:57 AM

Ambuja Cements: Projecting 8% Growth in FY '27 to About 80 Million Tons, Targeting Capacity of 119 Million Tons, While Industry Growth is Estimated at 5% to 5.5% Due to Inflation and Weak Monsoon.

Ambuja Cements: Sets New Goals To Double Capacity By FY '30, Focusing On Organic Growth And Better Use Of Current Assets. The Company Plans To Maintain Its 36% Share Of Premium Cement In Trade Sales, As Noted In The Recent Conference Call.

 05 May 2026 08:57 AM

Ambuja Cements: Sets New Goals To Double Capacity By FY '30, Focusing On Organic Growth And Better Use Of Current Assets. The Company Plans To Maintain Its 36% Share Of Premium Cement In Trade Sales, As Noted In The Recent Conference Call.

Ambuja Cements: Sets FY27 Utilization Goals: Sanghi At 65-70%, Penna At 55-60%, And Existing Ambuja/ACC Assets At 75-80%, Leading To A Total Utilization Of 70-75%. FY27 Volume Expectation Stands At 80 Million Tons, Indicating Around 8% Growth.

 05 May 2026 08:57 AM

Ambuja Cements: Sets FY27 Utilization Goals: Sanghi At 65-70%, Penna At 55-60%, And Existing Ambuja/ACC Assets At 75-80%, Leading To A Total Utilization Of 70-75%. FY27 Volume Expectation Stands At 80 Million Tons, Indicating Around 8% Growth.

Ambuja Cements: Co CEO Indicates FY'27 Growth May Be Slow Due to Geopolitical Issues and Predictions of a Below-Average Monsoon.

 04 May 2026 02:23 PM

Ambuja Cements: Co CEO Indicates FY'27 Growth May Be Slow Due to Geopolitical Issues and Predictions of a Below-Average Monsoon.

Ambuja Cements: Mitigating Cost Pressures Due To West Asia Conflict By Prioritising Higher‑margin Markets, RAW Material Sourcing Arrangements

 04 May 2026 02:26 PM

Ambuja Cements: Mitigating Cost Pressures Due To West Asia Conflict By Prioritising Higher‑margin Markets, RAW Material Sourcing Arrangements

AMBUJA CEMENTS: Q4 SL NET PROFIT BEFORE EXCEPTIONAL ITEM 2.8B RUPEES VS 9.4B (YOY)

 04 May 2026 02:08 PM

AMBUJA CEMENTS: Q4 SL NET PROFIT BEFORE EXCEPTIONAL ITEM 2.8B RUPEES VS 9.4B (YOY)

AMBUJA CEMENTS: Q4 REVENUE 69.72B RUPEES VS 56.7B (YOY)

 04 May 2026 02:09 PM

AMBUJA CEMENTS: Q4 REVENUE 69.72B RUPEES VS 56.7B (YOY)

AMBUJA CEMENTS: Q4 EBITDA 6.5B RUPEES VS 10.6B (YOY) || Q4 EBITDA MARGIN 9.30% VS 16.1% (YOY)

 04 May 2026 02:09 PM

AMBUJA CEMENTS: Q4 EBITDA 6.5B RUPEES VS 10.6B (YOY) || Q4 EBITDA MARGIN 9.30% VS 16.1% (YOY)

AMBUJA CEMENTS: Q4 SL PAT AT 16B RUPEES; CO HAS TAX CREDIT OF15B RUPEES

 04 May 2026 02:11 PM

AMBUJA CEMENTS: Q4 SL PAT AT 16B RUPEES; CO HAS TAX CREDIT OF15B RUPEES

AMBUJA CEMENTS: CO DELIVERED HIGHEST EVER ANNUAL VOLUME OF 73.7 MNT WITH ANNUAL EBITDA OF RS 887 PMT

 04 May 2026 02:22 PM

AMBUJA CEMENTS: CO DELIVERED HIGHEST EVER ANNUAL VOLUME OF 73.7 MNT WITH ANNUAL EBITDA OF RS 887 PMT

AMBUJA CEMENTS: HIGHEST EVER SALES VOLUME IN A QUARTER AT 19.9 MT, GROWTH OF 10% (YOY)

 04 May 2026 02:23 PM

AMBUJA CEMENTS: HIGHEST EVER SALES VOLUME IN A QUARTER AT 19.9 MT, GROWTH OF 10% (YOY)

Ambuja Cements: Says Penna Cement Merger Became Effective April 10, 2026 After NCLT Ahmedabad Approval, With Penna Now Merged and Dissolved and Cash Payable To Penna Shareholders

 11 Apr 2026 03:23 PM

Ambuja Cements: Says Penna Cement Merger Became Effective April 10, 2026 After NCLT Ahmedabad Approval, With Penna Now Merged and Dissolved and Cash Payable To Penna Shareholders

Ambuja Cements: BofA on Ambuja Cements maintains Buy with Target Price ₹590 (cut from ₹620) citing ₹200–250/MT cost headwinds from West Asia conflict, focus on price hikes as near-term catalyst, and looking beyond Q4 despite upcoming margin pressures.

 09 Apr 2026 09:15 AM

Ambuja Cements: BofA on Ambuja Cements maintains Buy with Target Price ₹590 (cut from ₹620) citing ₹200–250/MT cost headwinds from West Asia conflict, focus on price hikes as near-term catalyst, and looking beyond Q4 despite upcoming margin pressures.

Ambuja Cements: DAM Capital upgrades Ambuja Cements to Buy from Neutral with Target Price Rs 500 as cement sector upgraded following ~Rs 30–50/bag price hikes across regions from April 2026 to offset cost inflation and support margin recovery.

 02 Apr 2026 09:14 AM

Ambuja Cements: DAM Capital upgrades Ambuja Cements to Buy from Neutral with Target Price Rs 500 as cement sector upgraded following ~Rs 30–50/bag price hikes across regions from April 2026 to offset cost inflation and support margin recovery.

Ambuja Cements: NCLT Ahmedabad Approves Penna Cement Industries Merger With Ambuja Cements.

 30 Mar 2026 10:43 AM

Ambuja Cements: NCLT Ahmedabad Approves Penna Cement Industries Merger With Ambuja Cements.

Ambuja Cements: HSBC on Ambuja Cements Buy maintained, Target Price Rs 590 as FY27 capacity additions peak, supply-demand improves from FY28 and expected Apr–May price hikes help pass through higher energy costs.

 27 Mar 2026 09:02 AM

Ambuja Cements: HSBC on Ambuja Cements Buy maintained, Target Price Rs 590 as FY27 capacity additions peak, supply-demand improves from FY28 and expected Apr–May price hikes help pass through higher energy costs.

Ambuja Cements: HSBC maintains Buy on Ambuja Cements with Target Price Rs 670, citing strong limestone reserves and growth optionality at Sanghi assets, management’s focus on improving ROI from existing assets, and margin expansion potential at an attractive ~12.4x FY27E EV/EBITDA valuation.

 09 Mar 2026 09:11 AM

Ambuja Cements: HSBC maintains Buy on Ambuja Cements with Target Price Rs 670, citing strong limestone reserves and growth optionality at Sanghi assets, management’s focus on improving ROI from existing assets, and margin expansion potential at an attractive ~12.4x FY27E EV/EBITDA valuation.

Ambuja Cements: Jefferies maintains Buy on Ambuja Cements with Target Price Rs 735, citing management’s shift from aggressive capacity expansion to utilisation and profitability improvement (positive for industry intensity), though rising crude-linked petcoke costs pose near-term margin risk unless April cement price hikes offset fuel costs.

 09 Mar 2026 09:11 AM

Ambuja Cements: Jefferies maintains Buy on Ambuja Cements with Target Price Rs 735, citing management’s shift from aggressive capacity expansion to utilisation and profitability improvement (positive for industry intensity), though rising crude-linked petcoke costs pose near-term margin risk unless April cement price hikes offset fuel costs.