ACC Limited — PPTs, 29-04-2025: Investor Presentation

**Financial Highlights:**

Ambuja Cement reported a robust quarterly revenue of ₹9,889 Cr, reflecting a 10% YoY increase, and an annual revenue of ₹35,045 Cr, up by 6%. The EBITDA for the quarter stood at ₹1,868 Cr with a margin of 18.9%, significantly up from ₹1,001 PMT in the previous quarter. Total cash and equivalents reached ₹10,125 Cr, maintaining a debt-free status with a net worth of ₹63,811 Cr.

**Strategic Initiatives & Growth Drivers:**

The company completed the acquisition of Orient Cement and executed a 2.4 MTPA brownfield expansion in Farakka. Expected capacity is forecasted to grow to 118 MTPA by FY'26 and 140 MTPA by FY'28, driven by strategic capex and a focus on premium products.

**Business Developments:**

Ambuja has strengthened its market position with iconic brand equity and high trade sales, achieving a quarterly volume growth of 13%, totaling 18.7 Mn T. The company has also established partnerships to enhance technology in production.

**Market Position & Competitive Advantage:**

Ambuja holds a strong market presence with a focus on cost leadership, having reduced logistics costs and enhanced efficiency. It commands a leading position in premium products, supported by a pan-India footprint and optimized logistics.

**Investor Implications:**

Ambuja’s strategic expansions and focus on high-margin products signal positive growth potential. Investors should monitor execution risks related to ongoing capex and market dynamics as the company aims for substantial capacity increases ahead of its FY'28 objectives.