ENERGY

Ambuja Cements shares jump 3.8% as it firms up 30 MTPA expansion plan

By Ali Abbas Najmi •
Ambuja Cements announced a ~30 MTPA capacity expansion to fuel its next phase of growth, as disclosed in a media release filed with the NSE, BSE, and Luxembourg Stock Exchange.

Why did Ambuja Cements Ltd shares jump today?

Ambuja Cements Ltd shares jumped 3.8% on Monday, with the stock trading at ₹361.75 as of 12:26 PM. The surge came after the company announced a major expansion plan that is set to significantly boost its cement production capacity in the coming years. Investors reacted positively to the news, driving up demand for the stock during early trading hours.

The company has firmed up its next growth phase with a plan to add around 30 million tonnes per annum (MTPA) of new cement capacity across key markets in India. This expansion comes with a total growth capital expenditure program of approximately ₹14,500 crore. The new capacities will be spread across states including Assam, Bihar, Jharkhand, Gujarat, Maharashtra, and Uttar Pradesh — all high-growth regions where demand for cement is expected to remain strong.

With this expansion, Ambuja Cements aims to strengthen its manufacturing network and capture a larger share of the fast-growing cement market. The company already has a current cement capacity of 113.5 MTPA across a pan-India footprint of 24 integrated plants. The addition of 30 MTPA would push its total capacity even higher, reinforcing its position as one of India's leading cement producers and setting the stage for strong revenue growth in the years ahead.

What does Ambuja Cements Ltd do?

Ambuja Cements Limited is a cement company headquartered at Adani Corporate House, Shantigram, near Vaishno Devi Circle, S. G. Highway, Khodiyar, Ahmedabad – 382 421, Gujarat, India. The company is listed on the National Stock Exchange of India (Scrip Code: AMBUJACEM), BSE Limited (Scrip Code: 500425), and the Luxembourg Stock Exchange (Code: US02336R2004), and it communicates with investors through its website at www.ambujacement.com and its investor relations email. Its corporate identity number is L26942GJ1981PLC004717.

Ambuja Cements is undertaking a significant cement capacity expansion, aiming to add approximately 30 MTPA (million tonnes per annum) of cement capacity across key markets. This expansion forms part of the company's next growth phase and is supported by a total growth capital expenditure programme of around Rs. 14,500 crore. The capacity additions represent a major step in strengthening the company's cement manufacturing footprint and addressing demand in important regional markets.

Ambuja Cements Ltd Financials

In Crores
9474
577
Jun 2026
9166
193
Sep 2026
Revenue
Net Profit

Ambuja Cements Ltd recorded revenue of ₹9,474.0 Crores in the quarter ending June 2026, which declined to ₹9,166.0 Crores in the quarter ending September 2026, representing a quarter-on-quarter decline of approximately 3.3%. On the profitability front, the company reported a net profit of ₹577.0 Crores in Jun 2026, which dropped sharply to ₹193.0 Crores in Sep 2026, marking a steep quarter-on-quarter decline of about 66.5%. The sharp contraction in profitability far exceeds the modest decline in revenue, indicating pressure on margins, likely driven by higher input or operating costs during the September 2026 quarter. Overall, the trend for both revenue and profit is one of decline on a quarter-on-quarter basis, with profitability deteriorating at a significantly faster rate than top-line revenue.

Ambuja Cements Ltd Shareholding Pattern

Holdings
Promoter
67.33%
FIIs
5.66%
DIIs
19.36%
Public
7.66%

Promoter holding stands at 67.33% of the total share capital. Foreign Institutional Investors (FIIs) hold 5.66% stake in the company, while Domestic Institutional Investors (DIIs) hold 19.36%. Public shareholders hold the remaining 7.66% stake in Ambuja Cements Ltd.

Ambuja Cements Ltd FAQs

Q: Why did Ambuja shares jump 3.8% today?

Ambuja Cements Firms Up Its Next Growth Phase with ~30 MTPA Expansion.. This corporate action caught investor attention, leading to increased trading activity in the stock.

Q: What is the shareholding pattern of Ambuja Cements Ltd?

As per the latest data, promoters hold 67.33% stake in Ambuja Cements Ltd, while FII holding stands at 5.66%. Domestic institutional investors hold 19.36%, and public shareholders account for 7.66% of the equity.

Q: What is the current stock price of Ambuja Cements Ltd?

Ambuja Cements Ltd shares are currently trading at ₹361.75, recording a gain of 3.8% from the previous close.

Q: What is the market capitalization of Ambuja Cements Ltd?

The company currently has a market capitalization of ₹89418.21 crore, reflecting its valuation in the Indian equity market.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. The stock prices mentioned are as of the time of writing. Ali Abbas Najmi and the publisher do not hold any positions in the stocks mentioned. Please consult a SEBI-registered financial advisor before making any investment decisions.