Ambuja Cement has crossed the 100 million tonnes every year capability mark, positioning itself because the nineth largest international cement firm. With the acquisition of Orient Cement and the commissioning of the Farakka grinding unit, the corporate is effectively on observe to realize 118 MTPA by FY26.
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Ambuja Cement Ltd.’s aggressive natural growth, bettering capability utilization, and enhanced footprint by way of acquired belongings like Penna, Sanghi, and Orient, reinforce its positioning for long-term progress. Backed by a debt-free stability sheet with Rs 10,125 crore in money and money equivalents, the corporate is structurally set to realize share in a rising cement market projected to develop at 7–7.5% CAGR until FY30.
Strategic investments in premiumization (29% of commerce gross sales), digital transformation, and ESG management (concentrating on 60% inexperienced energy by FY28) additional increase earnings visibility.
We preserve a Purchase score with a goal worth of Rs 649, valuing the inventory at 15x FY27E EV/Ebitda, given its superior value curve, robust execution, and visual roadmap to 140 mtpa.
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