Ambuja Cements Limited, part of the Adani Portfolio, has announced a significant expansion program through a media release dated November 2, 2026. The disclosure was submitted to National Stock Exchange of India Limited, BSE Limited, and Luxembourg Stock Exchange.

Expansion Program Details

The company has firmed up its next phase of expansion with a total growth capex program of approximately ₹14,500 crore. The program will add approximately 30 MTPA of cement capacity across key markets in East, West, and North India.

Capacity Breakdown by Cluster

West Cluster (~15.5 MTPA):

  • Mundra, Gujarat: 2.9 MTPA
  • Hazira, Gujarat: 2.9 MTPA
  • Raigad, Maharashtra: 2.9 MTPA
  • Kalyan, Maharashtra: 2.9 MTPA
  • Dahanu, Maharashtra: 0.7 MTPA
  • Amravati, Maharashtra: 2.9 MTPA

East Cluster (~11.6 MTPA):

  • Rangia, Assam: 2.9 MTPA
  • Hojai, Assam: 2.9 MTPA
  • Godda, Jharkhand: 2.9 MTPA
  • Muzaffarpur, Bihar: 2.9 MTPA

North Cluster (~2.9 MTPA):

  • Dadri Line 2, Uttar Pradesh: 2.9 MTPA

Clinker Capacity Additions

The expansion program includes new clinker capacity:

  • Umrangso, Assam (East cluster): 4 MTPA
  • Maratha (West cluster): 4 MTPA
  • Mundra (West cluster): 2.3 MTPA

Current Capacity Status

As of the disclosure date, Ambuja Cements has:

  • Current cement capacity: 113.5 MTPA
  • Manufacturing footprint: 24 integrated plants and 24 grinding units
  • Pan-India presence

Recent Capacity Additions

During H1 FY27, the company added 4.6 MTPA through:

  • 1.2 MTPA brownfield expansion at Dahej, Gujarat
  • 2.4 MTPA new Salai Banwa Grinding Unit in Uttar Pradesh
  • 1.0 MTPA brownfield expansion at Kalamboli, Maharashtra

Near-Term Pipeline

Expected commissioning/ramp-up in H2 FY27:

  • Bathinda GU, Punjab (North cluster): 1.2 MTPA
  • Jodhpur Penna IU, Rajasthan: 2 MTPA
  • Warisaliganj GU, Bihar (East Cluster): 2.4 MTPA (to be commissioned in H2 FY27)

Capacity Timeline Targets

  • Expected total capacity by March 2027: 119 MTPA
  • Target total capacity by FY30: 155 MTPA

Management Commentary

Mr. Vinod Bahety, CEO – Cement Business, Adani Group, stated that the expansion focuses on quality of growth and creating a more balanced manufacturing network. The strategy aims to:

  • Strengthen the link between clinker and grinding capacity
  • Expand closer to high growth potential markets
  • Build greater flexibility into the network
  • Combine market reach with logistics and cost efficiencies

Cost Efficiency Target

The company targets achieving manufacturing cost of ₹4,000 per metric ton (PMT) by FY28 through these expansions and efficiency improvements.

Historical Performance Since Acquisition

Since the acquisition by Adani Group, Ambuja has completed 11 capacity projects, adding:

  • 16.3 MTPA of cement capacity
  • 9.0 MTPA of clinker capacity

(up to September 30, 2026)

Future Manufacturing Network

Post-expansion, the company will have:

  • 25 Integrated Units (IU)
  • 37 Grinding Units (GU)
  • 3 Clinker Units (CU)

Additional Company Information

The release notes Ambuja Cements as the 9th largest cement company globally with commitments to:

  • 1 GW renewable energy (solar + wind) by FY28
  • 376 MW Waste Heat Recovery Systems (WHRS) by FY28
  • Net-zero by 2050 (targets validated by Science Based Targets initiative)
  • Water positive and plastic negative status
  • GreenPro certified blended cement products