- Ambuja Cements reported a strong increase in net income for the first quarter of 2025, amounting to 8.55 billion rupees, representing a 50% year-over-year growth.
- The company’s revenue increased by 22% year-over-year, reaching 55.2 billion rupees, which surpassed the estimated 54.03 billion rupees.
- Total costs for the quarter rose by 17% year-over-year, totaling 49.02 billion rupees.
- Raw material costs saw a significant increase of 25% year-over-year, rising to 6.78 billion rupees, but were lower than the estimated 11.95 billion rupees.
- Power and fuel expenses slightly declined by 1.2% year-over-year to 10.02 billion rupees, in line with the estimated 10.01 billion rupees.
- Other income for the quarter was 4.54 billion rupees, reflecting an increase of 8.1% year-over-year.
- The investment community’s sentiment on Ambuja Cements includes 34 buy ratings, 8 hold ratings, and 3 sell ratings.
Ambuja Cements on Smartkarma
On Smartkarma, where independent analysts share their insights, Sudarshan Bhandari discusses Ambuja Cements‘ future under Adani’s ownership. Ambuja Cements, established by Sekhsaria and Neotia, was acquired by Adani for a whopping INR 49,620 crore. The acquisition aims to boost production capacity to 140 MTPA by FY28, propelling Ambuja as a key player in the Indian cement industry.
The research report, “The Beat Ideas: Adani Cements: Massive 140 MTPA Capacity Expansion, A Roadmap to FY28,” by Sudarshan Bhandari, highlights the strategic vision behind Ambuja Cements‘ growth trajectory. With this move, Adani has set a solid foundation for Ambuja to achieve a remarkable 44% increase in cement production capacity, positioning it as a prominent player within the Adani Group’s diverse portfolio.
A look at Ambuja Cements Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts at Smartkarma have given Ambuja Cements a solid overall outlook based on their Smart Scores. With a Resilience score of 4 and a Momentum score of 4, the company is showing strength and steady performance. This suggests that Ambuja Cements is well-positioned to weather market challenges and continue on a positive trajectory in the long term. Additionally, the Value, Dividend, and Growth scores all sitting at 3 indicate a balanced approach in these aspects.
Ambuja Cements Limited, a leading cement manufacturer in India, has been noted for its robust position in the market. Known for its specially designed transportation facilities for bulk products, the company mainly focuses on the domestic market while also having a presence in Sri Lanka through a subsidiary. The consistent scores across various factors imply a stable and promising future for Ambuja Cements in the industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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