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Why the Cement Industry Is Heating Up with Ambuja’s Latest Move March 20 2025Stock Market News

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The cement industry in India is sizzling, and Ambuja Cement share price today is reflecting the excitement. India’s antitrust watchdog has officially approved Ambuja’s acquisition of a controlling stake in Orient Cement, marking a significant step in the Adani Group’s ambitious expansion. But what does this really mean? Let’s break it down.

The Big Deal: Ambuja + Orient Cement

Ambuja is set to acquire 46.8% of Orient Cement, with an additional 26% stake purchase in the pipeline. The entire transaction, worth ?8,100 crore (?9,591 per tonne), is being funded entirely through internal reserves—a power move that shows Ambuja means business.

With this deal, Ambuja’s cement capacity will skyrocket by ~30 million tonnes per annum (MTPA) within two years, pushing its total capacity to a massive 100 MTPA by FY25.

And it’s not just about numbers—Orient Cement’s assets include captive power plants, renewable energy sources, and railway connectivity, all of which are expected to boost efficiency and market reach, particularly in Maharashtra and Telangana.

Karan Adani, Director of Ambuja Cements, highlighted that the deal would increase the company’s market share by 2% across India. On the other hand, CK Birla, Chairman of Orient Cement, expressed confidence that Adani’s leadership will drive growth.

South India: The New Battleground for Cement Giants

This deal isn’t just about expansion—it’s about competition. The cement industry in South India is turning into a battlefield, with Ambuja and UltraTech Cement (owned by Kumar Mangalam Birla) fighting for dominance.

UltraTech recently acquired India Cements for ?9,831 per tonne, while
Ambuja earlier bought Penna Cement at ?6,595 per tonne.

Despite Ambuja’s premium pricing, analysts believe this deal offers better asset quality, higher EBITDA per tonne (?733 vs. UltraTech’s Kesoram at ?501), and valuable limestone reserves.

Post-acquisition, Ambuja’s South India capacity will jump from ~10 MTPA in FY24 to ~27 MTPA by FY25, making it the second-largest player in the region. But UltraTech still holds the top spot with ~50 MTPA capacity, thanks to its latest acquisitions.

Market consolidation is happening faster than ever—by 2025, the top five cement players are expected to control 64% of India’s capacity, compared to just 50% in FY20.

What’s Next for Ambuja and the Cement Industry?

With Ambuja Cement share price today reacting to these developments, investors are closely watching the cement sector. For those looking to invest, opening a demat account opening is the first step to participating in this high-growth industry.

Ambuja’s latest move is part of Adani’s long-term vision—the group aims to reach 140 MTPA by 2028, riding the wave of India’s infrastructure boom. Since 2022, Adani has been on a buying spree, acquiring Ambuja, ACC, Sanghi Industries, and Penna Cement.

With Deccan Cements and Sagar Cement rumored as the next big targets, the cement industry is in for an exciting shake-up. South India’s share in Ambuja’s capacity is set to rise from 14% (FY24) to 26% (FY25), making it a crucial market for future growth.

Meanwhile, UltraTech is also doubling down on South India, which will account for 28% of its capacity post-acquisitions. The battle for market supremacy in this high-growth region is only getting started.

How to Invest in Cement Stocks?

For those interested in investing in Ambuja and other cement stocks, choosing the best online trading platforms can make a huge difference. The right platform offers real-time data, seamless trading, and investment insights. Some of the best apps for stock market investments provide portfolio tracking, AI-driven recommendations, and instant order execution, helping investors make informed decisions.

Final Thoughts

With rapid expansion, intense competition, and soaring valuations, the cement sector is hotter than ever. Ambuja’s latest acquisition isn’t just about growth—it’s a clear signal that Adani is ready to challenge UltraTech’s leadership.

As the industry consolidates, one thing is clear: the race to cement India’s infrastructure future is far from over. For more information, visit https://www.indiratrade.com/

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