Ambuja Cements Limited — PPTs, 29-04-2025: Investor Presentation

**Financial Highlights:**

Ambuja Cements reported a quarterly cement volume of 18.7 Mn T, up 13% year-over-year. Revenue from operations reached ₹9,889 Cr, an 11% increase, while EBITDA rose to ₹1,868 Cr, achieving an 18.9% margin. For the fiscal year, total revenue was ₹35,045 Cr, with EBITDA at ₹5,158 Cr, reflecting a 6% revenue growth and a 9% increase in EBITDA compared to the previous year. The company's net worth is ₹63,811 Cr, with cash and cash equivalents totaling ₹10,125 Cr.

**Strategic Initiatives & Growth Drivers:**

Ambuja is set to expand its capacity to 140 MTPA by FY’28, up from over 100 MTPA. Strategic moves include the recent acquisition of Orient Cement and a brownfield expansion of 2.4 MTPA. The company aims for a 12% cost reduction by FY’28 to enhance operational efficiency.

**Business Developments:**

The acquisition of Orient Cement and the successful expansion at the Farakka facility mark significant developments. Enhanced logistical efficiencies and advancements in digital transformation are key focuses.

**Market Position & Competitive Advantage:**

Ambuja enjoys strong brand equity with a 73% trade sales share. Its extensive pan-India asset footprint and strategic group synergies provide a competitive advantage in logistics and resource management.

**Investor Implications:**

The solid financial results and strategic growth plans highlight positive growth potential for investors. Continued capacity expansion and effective cost management suggest a favorable outlook, though monitoring execution risks will be essential.