Sanghi Industries Limited — PPTs, 29-04-2025: Investor Presentation

**Financial Highlights:**

For Q4 FY’25, Ambuja Cement achieved its highest quarterly EBITDA at ₹1,868 Cr, a 10% YoY increase. Revenue rose to ₹9,889 Cr, up 11%, with a sales volume boost of 13% YoY to 18.7 MnT. The EBITDA margin improved significantly to 18.9%, supported by better operational efficiencies. For FY’25, revenue increased to ₹35,045 Cr (+10%), while EBITDA grew by 9% to ₹5,158 Cr.

**Strategic Initiatives & Growth Drivers:**

Ambuja completed the acquisition of Orient Cement and successfully commissioned a 2.4 MTPA brownfield expansion in Farakka. The target is to reach a cement capacity of 118 MTPA by FY’26 and 140 MTPA by FY’28, leveraging strong project execution and synergies within the Adani Group.

**Business Developments:**

The company's focus on cost leadership resulted in a 19% reduction in costs since the Adani acquisition. Investments in renewable energy and logistics optimization are being made to enhance operational efficiency further.

**Market Position & Competitive Advantage:**

Ambuja maintains a strong market share and brand equity, emphasizing high-margin premium products. Its optimized transportation and supply chain capabilities contribute to its competitive edge.

**Investor Implications:**

With a robust growth trajectory and strategic emphasis on operational efficiencies, Ambuja Cement shows positive growth potential. Investors should keep an eye on execution and market conditions as capacity expansions progress.