AMBUJACEM

What Ambuja Cements promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 1 delivered 3 missed 14 open
  • Renewable Energy Capacity delivered, diluted said Q3 FY25 Promised: 1,000 MW by June 2026 Q1 FY27: Reached 973 MW by the end of Q1 FY27 (June 2026), just shy of the 1,000 MW target. The focus has now shifted to a new target of 60% green power share by FY28.
  • Sanghi Utilization missed said Q3 FY25 Promised: 80-85% utilization by March 2025 Q1 FY27: The original target remains missed. Management notes Sanghi is 'moving well' and is investing INR 600cr in jetty expansion, but provides no new utilization figures.
  • Total Capacity delayed said Q3 FY25 Promised: 140 MT by FY28 Q1 FY27: Management guides for 119 MT by end of FY27 and 8-10 MT annual additions thereafter, making the original FY28 timeline for 140 MT unachievable. The target remains delayed.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 18 tracked commitments for Ambuja Cements — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens