Orient Cement Limited — PPTs, 03-11-2025: Investor Presentation

Ambuja Cements delivered a strong Q2 & H1 FY’26. Q2 revenue jumped 21% YoY to ₹ 9,174 Cr, a Q2 record, with cement volumes rising 20% YoY to 16.6 MnT, significantly outperforming the industry. Profit After Tax (PAT) soared 364% to ₹ 2,302 Cr in Q2, boosted by a ₹ 1,697 Cr tax reversal.

The company is strategically expanding capacity to 155 MTPA by FY’28 (from 107 MTPA), including 15 MTPA from low-cost debottlenecking. Cost leadership is key, targeting ~₹ 3,650 PMT by FY’28 through green power and Adani group synergies, which helped reduce total costs by 5% YoY.

Recent developments include trial runs for a 4 MTPA new kiln line at Bhatapara and operationalization of a 2 MTPA unit at Krishnapatnam. Renewable energy capacity reached 673 MW. Ambuja remains debt-free with a robust net worth of ₹ 69,493 Cr, further strengthened by a recent ₹ 746 Cr tax refund.

Management is optimistic about achieving double-digit revenue growth and strong PMT EBITDA, driven by robust demand from infrastructure and housing, alongside strategic initiatives and ongoing mergers of Sanghi & Penna Cement.