Ambuja Cements shares jump 2% after Q4 PAT jumps 75% YoY. Should you buy, sell or hold?
Ambuja Cements shares
jumped 2% to their day's high of Rs 545.70 on the BSE on Wednesday after the Adani Group company reported a 75% year-on-year (YoY) rise in standalone net profit to Rs 929 crore for the quarter ended March 2025.
Meanwhile, consolidated revenue rose 12% YoY to Rs 9,872 crore.
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However, on a standalone basis, the company reported a 75% YoY rise in standalone net profit to Rs 929 crore for the quarter ended March 2025. Revenue from operations for the same quarter rose 19% YoY to Rs 5,670 crore.
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The company's EBITDA for Q4 stood at Rs 1,868 crore, up 10% YoY, with margins steady at 18.9%. EBITDA per tonne came in at Rs 1,001, excluding a one-time government grant from the previous quarter.
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Ambuja achieved its highest-ever quarterly sales volume at 18.7 million tonnes, up 13% YoY, driven by capacity expansion, improved market reach, and operational ramp-up of acquired assets such as Penna and Sanghi. For the full year, volume grew 10% YoY to 65.2 million tonnes.
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Should you buy, sell, or hold Ambuja Cement's stock? Here's what brokerages say: Nuvama
Nuvama has maintained its 'Buy' rating on Ambuja Cement and raised the target price to Rs 694 from Rs 676.
The brokerage highlighted that the company continues to outperform the industry in terms of volume, with sequential improvement in realisation. Ambuja's capex programme remains on track, supported by a healthy balance sheet. In Q4FY25, the company delivered approximately 13% year-on-year consolidated volume growth (~8% excluding acquisitions), while realisation improved by around 2.5% quarter-on-quarter. EBITDA per tonne stood at Rs 999, down 2.5% YoY but up 86% QoQ.
Following the acquisition of Orient Cement, commissioning of the Farakka plant, and debottlenecking efforts, Ambuja's consolidated capacity has reached 100 million tonnes (MnT). The company is targeting a capacity of 118 MnT by FY26E and 140 MnT by FY28E. Nuvama noted that estimates have been recalibrated to reflect stronger volume and pricing assumptions.
InCred Equities
InCred Equities has retained its 'Add' rating on Ambuja Cement but revised its target price downward to Rs 620 from Rs 630.
The brokerage noted that profitability continues to be supported by cost synergies and pricing, with organic volume growth broadly in line with industry trends. Consolidated EBITDA for the March quarter was Rs 18.7 billion, up 10% YoY, driven by lower-than-expected fixed costs.
Blended EBITDA per tonne rose Rs 462 sequentially to Rs 1,001, exceeding estimates of Rs 810. Ambuja plans to invest around Rs 90 billion in capex in FY26F, with about 70% of that earmarked for growth. InCred maintained its EBITDA forecasts for FY26 and FY27.
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