Ambuja Cements Limited — PPTs, 29-01-2025: Investor Presentation

**Financial Highlights:** Ambuja Cements reported a consolidated revenue of ₹8,415 Cr for Q3 FY’25, marking a 15% increase year-on-year. Cement sales volume reached an all-time high of 16.5 MnT, reflecting a significant growth of 17%. EBITDA was ₹1,712 Cr, with a margin of 18.4%. For 9M FY’25, revenues totaled ₹25,156 Cr, up by 4% from the previous year.

**Strategic Initiatives and Growth Drivers:** The company aims to enhance its capacity from 89 MTPA to 140 MTPA by FY'28, with major expansions underway, including the initiation of 14 grinding units. The integration of rigorous operational efficiency measures is expected to lower costs and improve profitability.

**Business Developments:** Ambuja Cements recently added 631 MnT of limestone reserves, bringing total reserves to approximately 8,300 MnT, ensuring a steady supply of raw materials as it expands.

**Market Position and Competitive Advantage:** With a robust market presence across 31 states and a focus on premium products, Ambuja maintains a leading position through strategic branding and strong channel partnerships.

**Investor Implications:** The solid performance and ambitious growth plans signal a positive outlook for Ambuja Cements, indicating potential for substantial returns as infrastructure spending rises in India. Investors should monitor the company's ability to execute its expansion strategy effectively.