Ambuja Cements Ltd (AMBUJACEM) Q4FY26 Management Mirror - Mar-2026 Qtr
Volume & Demand Outlook
Management now expects consolidated volumes to grow ~8% to 80 million tonnes in Mar'27, with broader industry growth softening to 5%-5.5% due to near-term inflationary pressures and weak monsoons (Mar'26 Qtr); this marks a noticeable deceleration from the double-digit company volume growth and 8% industry demand growth targets consistently maintained across the Sep'25 Qtr and Dec'25 Qtr. [Status: Downgraded]
3 more themes on the ELITE plan.