ACC Limited — PPTs, 31-07-2025: Investor Presentation

**Financial Highlights:**

Ambuja Cements (consolidated) reported a robust Q1 FY26: Sales volume rose 20% YoY to 18.4 MnT, with revenue up 23% to Rs 10,289 Cr. EBITDA surged 53% YoY to Rs 1,961 Cr, boosting margins to 19.1%. PAT grew 24% to Rs 970 Cr. The company remains debt-free (Net Worth Rs 66,436 Cr), with performance significantly aided by strong cost optimization across operations and freight.

**Strategic Initiatives & Growth Drivers:**

Aggressive capacity expansion targets 118 MTPA by March’26 (from 104.5 MTPA currently) and 140 MTPA by FY’28. Strategic initiatives include commissioning 57 MW wind power, bringing total renewable energy capacity to 473 MW, and implementing DIGIPIN for logistics efficiency, actively leveraging Adani Group synergies.

**Business Developments:**

The company successfully integrated Orient Cement. A new market outreach program, 'NirmAAAnotsav,' was launched in partnership with CREDAI, with plans for expansion to 20+ cities.

**Market Position & Competitive Advantage:**

Ambuja Cements is India's 2nd largest (globally 9th) cement manufacturer, earning 'India's Most Trusted Cement Brand' for four consecutive years. Its leadership is bolstered by high trade sales (74%) and a strong premium product share (33%). Leading ESG initiatives, including SBTi-validated net-zero targets, further enhance its competitive edge.

**Investor Implications:**

Strong Q1 results, ambitious capacity growth, and active cost discipline signal positive growth potential. The focus on premium products and operational efficiency positions the company for enhanced profitability and sustained market leadership.