Ambuja Cements Limited — PPTs, 01-08-2025: Investor Presentation

Here's a summary of the attached document:

**1. Financial Highlights:**

Ambuja Cements' consolidated revenue grew to ₹10,289 Cr in Q1 FY26, with EBITDA rising to ₹1,961 Cr, achieving a 19.1% margin. Profit After Tax (PAT) stood at ₹970 Cr. Cash & equivalents saw a notable reduction to ₹2,971 Cr from ₹10,125 Cr due to a ₹5,906 Cr outflow for the Orient acquisition and ₹1,929 Cr in capital expenditure.

**2. Strategic Initiatives & Growth Drivers:**

The company is now aligning its reporting to focus on cement Per Metric Tonne (PMT) metrics, consistent with industry practices. Power and fuel costs per ton increased due to Orient's consolidation, higher clinker production building inventory, and planned kiln shutdowns impacting efficiency.

**3. Business Developments:**

The recent quarter reflects the consolidation of Orient Cement's financials, a key acquisition aimed at expanding market footprint.

**4. Market Position & Competitive Advantage:**

By adopting industry-standard cement PMT reporting, Ambuja enhances financial transparency and comparability with peers.

**5. Investor Implications:**

The consolidated results show positive growth potential in core operations. However, the substantial cash deployment for acquisition and capex signifies an active expansion phase, with execution risk to monitor. Future margin trends will be key, especially with planned inventory consumption.