AMBUJA CEMENTS LTD.

Ambuja Cements Limited has announced a meeting of its Equity Shareholders on Tuesday, September 29, 2026, at 12:30 p.m. IST. This meeting, convened as per the order of the National Company Law Tribunal (NCLT), Ahmedabad Bench, will consider and approve an arrangement embodied in a Scheme. The notice and explanatory statement, along with annexures detailing a Scheme of Amalgamation of ACC Limited with Ambuja Cements Limited, valuation reports, and fairness opinions, have been provided. Shareholders can participate and vote remotely or during the meeting via video conferencing. The cut-off date for e-voting is August 14, 2026, with remote e-voting from September 24 to September 28, 2026.

Ambuja Cements Limited has announced a meeting of its Equity Shareholders on September 28, 2026, at 12:30 p.m. IST, to be held via Video Conferencing/Other Audio Visual Means. This meeting is convened as per the order of the Hon'ble National Company Law Tribunal, Ahmedabad Bench, dated July 20, 2026. The purpose is to consider and approve an arrangement embodied in a Scheme, which involves the amalgamation of Orient Cement Limited with Ambuja Cements Limited. The notice, explanatory statement, and annexures, including valuation reports and fairness opinions, have been provided. Shareholders can participate through remote e-voting from September 23 to September 27, 2026, or e-voting during the meeting.

Ambuja Cements Ltd announced the commissioning of a 1.2 Million Ton Per Annum (MTPA) brownfield expansion of its Cement Grinding Unit in Dahej, Gujarat. This expansion was undertaken by Adani Cement Industries Limited, a wholly-owned subsidiary. Following this commissioning, Ambuja Cement's consolidated cement capacity has now reached 110.05 MTPA. The company has also updated its website with this information.

Ambuja Cements Limited has received an order from the National Company Law Tribunal (NCLT), Ahmedabad Bench, to convene a meeting of its equity shareholders. The meeting, scheduled for September 29, 2026, via video conference, is to consider and approve the proposed Scheme of Amalgamation of ACC Limited with Ambuja Cements Limited. This order follows previous disclosures made by the company regarding the amalgamation scheme. The NCLT's directive is a crucial step in the process of merging ACC Limited into Ambuja Cements Limited, with the appointed date for the amalgamation set as January 1, 2026.

Ambuja Cements reported a sustainable Q1 FY'27 performance, driven by value-led growth and operational excellence. The company achieved a quarterly sales volume of 17.1 MnT, with trade share up to 78% and premium products at 34%. Revenue stood at ₹9,500 Cr, while operating EBITDA reached ₹1,589 Cr, with margins improving by 3.3 pp QoQ to 16.7%. EBITDA PMT surged 27% QoQ to ₹931. The company also increased its renewable energy capacity by 75 MW to 973 MW, contributing to a 34% green power share. Ambuja Cements remains debt-free with strong credit ratings and is on track to expand its capacity to 119 MTPA by the end of FY'27.

Ambuja Cements Limited announced its Unaudited Financial Results for the quarter ended June 30, 2026. The Board of Directors approved the standalone and consolidated results. The company also submitted the Limited Review Report from its statutory auditors. The Board meeting commenced at 11:00 a.m. and concluded at 02:10 p.m. The results will be available on the company's website.

Ambuja Cements opened FY27 with a soft print. Consolidated revenue from operations fell ~7.7% YoY to ₹9,474 Cr (₹9,500 Cr including grants) and total profit after tax dropped ~32% to ₹660 Cr (owners' share ₹577 Cr, EPS ₹2.32) versus the ₹969.66 Cr our records carry for Q1FY26 — a decline of ~26% even after adjusting for the small one-offs on both sides (₹24 Cr ACC severance charge this quarter, ₹40 Cr indemnification gain a year ago). On the filing's own restated comparative (₹1,041 Cr) the fall is steeper, ~37%. Standalone PAT was ₹504 Cr on revenue of ₹6,320 Cr. This is a weak quarter judged on the primary YoY axis, regardless of basis. The QoQ optics are misleading and must be read with care. PAT looks down ~64% from Q4FY26's ₹1,857 Cr, but that quarter was flattered by a one-time ₹1,187 Cr deferred-tax credit and ₹750 Cr current-tax reversal tied to the Sanghi/Penna amalgamation — Q4 carried a net tax credit, whereas this quarter's tax is a normal ₹188 Cr charge. Stripping tax noise, the operating picture actually improved sequentially: EBITDA margin recovered to ~16.7% (EBITDA ~₹1,589 Cr) from a depressed ~13.4% in Q4, evidence that the management 'reset' and ₹250/tonne cost-reduction push flagged on the last call is showing early traction. But margins are still below the ~19% earned a year ago — power & fuel (₹2,389 Cr) and freight (₹2,258 Cr) remain the heavy lines and the YoY margin compression is the real story behind the profit drop. Against the bar we set pre-result, the print is broadly in line operationally: revenue of ₹9,474 Cr landed at the low end of our ₹9,500–9,700 Cr expectation and implied EBITDA/T of ~₹880 sits inside the ₹850–900 band, but the bottom line disappointed on normalized tax and thinner margins. No fresh brokerage consensus is available for a same-day print; the standing Street view remains constructive (Buy, ₹616–680 targets) on the 140 MTPA roadmap and merger synergies. Management gives no quarterly PAT guidance; its FY27 target of ~8% volume growth to 80 MnT is an annual marker that a single seasonally-soft Q1 (cement Q1 is typically below the Jan–Mar peak) neither confirms nor refutes, and the quarter notably included a temporary suspension of manufacturing at certain facilities under a 'strategic review' — a swing factor for volumes to watch. On the corporate front, the amalgamation agenda advanced: NSE/BSE issued NOCs (June 4) for the ACC and Orient mergers, and the NCLT on July 20 ordered a shareholder meeting on Sept 28, 2026 for the Orient scheme — the vehicle for the ₹100/tonne synergy story. The group also drew ₹3,900 Cr and ₹450 Cr of inter-corporate deposits from ACC and Orient at 8%. No management press release was captured with this filing to cross-check framing.

Ambuja Cements Limited has received an order from the National Company Law Tribunal (NCLT), Ahmedabad Bench, to convene a meeting of its equity shareholders. The meeting, scheduled for September 28, 2026, via video conference, is to consider and approve the proposed Scheme of Amalgamation of Orient Cement Limited (Transferor Company) with Ambuja Cements Limited (Transferee Company). This update follows previous disclosures made in December 2025 and June 2026 regarding the amalgamation. The NCLT's order directs the company to hold the meeting to seek shareholder approval for the scheme, which involves the amalgamation of Orient Cement into Ambuja Cements as a going concern, with the consequent dissolution of Orient Cement.

Ambuja Cements Ltd has announced that its Board of Directors will convene on July 28, 2026, to review and approve the Unaudited Financial Results for the quarter ended June 30, 2026, both on a standalone and consolidated basis. In line with SEBI regulations, the trading window for company securities will be closed from July 1, 2026, and will reopen 48 hours after the results announcement. The company also plans to host an investor and analyst call on the same day to discuss the financial performance and future business outlook. Further details regarding the investor call will be communicated shortly and published on the company's website.

Ambuja Cements Limited has completed the allotment of equity shares to eligible shareholders of Sanghi Industries Limited, following the Scheme of Arrangement. Trading approvals have been received from NSE and BSE, with trading commencing on June 30, 2026. The allotment was based on a record date of April 6, 2026, with a share exchange ratio of 12 Ambuja shares for every 100 Sanghi shares. Fractional entitlements were consolidated and managed by a trustee. The company dispatched intimation letters on July 2, 2026.