Ambuja Cement, now a key arm of the Adani Group’s industrial portfolio, is rapidly expanding its footprint across India, having crossed the 100 million tonnes per annum (MTPA) cement capacity mark in FY25. This milestone, achieved in record time through aggressive acquisitions and targeted brownfield expansion, positions the company as a pivotal player in India’s infrastructure and housing growth.
Ambuja Cement now accounts for nearly 30 per cent of the cement used in Indian homes and large-scale infrastructure projects, according to its latest annual report. Since being acquired by the Adani Group in 2022 from Swiss major Holcim, the company has witnessed a transformational shift in its scale, operations, and strategic focus.The company’s leadership credits its swift scale-up to a combination of precision in execution and a forward-looking approach. Its managing leadership described the growth as “a story of resilience driven by a focused vision and operational agility.” Ambuja is currently the second-largest cement manufacturer in India and now ranks among the top ten globally by capacity.
Much of this growth stems from both inorganic and organic efforts. Ambuja acquired regional cement players like Penna Cement, Sanghi Industries, and Orient Cement, while simultaneously pushing brownfield expansion at its existing plants. By FY26, Ambuja aims to raise its capacity to 118 MTPA, with a long-term goal of reaching 140 MTPA by FY28. Projects in key locations such as Bhatapara, Dahej, Kalamboli, Sindri, and Marwar are in various stages of development.The company’s financial performance has kept pace with its expansion. In FY25, Ambuja reported sales volumes of 65.2 million tonnes, generating revenue of ₹35,045 crore and a net profit of ₹5,158 crore. The company continues to operate with a debt-free balance sheet, which it says reflects strong capital discipline and sustainable investment planning.
A critical aspect of Ambuja Cement’s strategy is its push towards green energy and cost efficiency. The company aims to power 60 per cent of its future cement production and over 80 per cent of its clinker capacity through renewable energy sources. It is also investing heavily in logistics optimisation—an area that traditionally eats into margins in the cement sector.Through enhanced freight practices like increased use of seaborne routes, optimised depot locations, and use of specialised rakes under schemes such as GPWIS and BCFC, Ambuja has already reduced logistics costs by six per cent. The target is a further 15 per cent reduction by FY30, which could significantly improve long-term competitiveness.
As India marches towards its vision of becoming a $5 trillion economy, cement will remain a core building block for urban growth, transport infrastructure, and affordable housing. Industry estimates suggest that installed cement capacity in India could rise to 850 MTPA by 2030 and to 1,350 MTPA by 2050.In this high-growth landscape, Ambuja Cement’s rapid expansion is not just a tale of market competition, but a reflection of the broader demand for infrastructure-backed, climate-resilient development. Its green energy transition and operational efficiency strategy place it at the intersection of sustainability and industrial growth an increasingly critical benchmark for future-ready businesses.
While UltraTech Cement, part of the Aditya Birla Group, continues to lead the market with over 183 MTPA capacity, the rivalry is intensifying. Both firms are aggressively acquiring regional players and ramping up production. However, Ambuja’s momentum under Adani’s stewardship signals that the cement sector is undergoing a transformative shift, potentially redefining capacity leadership and sustainability standards in the coming years.
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