AMBUJACEM / language trends

Read confidence between the lines.

Ambuja Cements · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q1-FY27 · Vinod Padiyar

I think the confidence is on the overall investment which we are now putting in terms of the focus on trade, the channel, the brand, the support coming from the whole network... in July we are already seeing an 8% improvement on the trade volumes.

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Q1-FY27 · Vinod Padiyar

We have deliberately cut off the low and zero negative EBITDA volumes and this is almost closer to a million for example which was which we actually reduced. I'm not so concerned about the 1 million which has been lost. I'm more concerned on how I move that 1 million into trade segment.

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Q1-FY27 · Karan Nandwani

We are both on RE as well as on fly ash. The ultimate goal is to consume everything in house. It is a transition phase because we have as our systems come online. We will move in the next three quarters to 100% consumption.

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Q2-FY26 · Vinod Bahety

We have achieved highest ever sales volume at 16.6 million tons up 20% Y on Y which is almost five times higher in terms of the industry average.

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Q2-FY26 · Vinod Bahety

Our cost has reduced by almost 5% Y on Y primarily led by the kiln fuel cost at 1.65 rupees per 1,000 kilo calories and this is excluding the AFR.

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Q2-FY26 · Vinod Bahety

We are targeting to deliver total cost of Rs 4,000 per metric ton which is 5% reduction from the current levels of rupees 4,200 the exit of September has been 4,200 cost per ton which I'm targeting to deliver at 4,000 by March 26.

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