Ambuja Cements Limited — PPTs, 30-01-2026: Investor Presentation

Here's a concise summary of Ambuja Cements' investor presentation:

**1. Business Performance:** Ambuja Cements saw strong growth for the quarter and nine months ended December 2025. Consolidated cement volume grew 17% YoY (Q3) and 19% (9M). Revenue increased 20% (Q3) and 22% (9M), while EBITDA jumped 53% (Q3) and 62% (9M). EBITDA per tonne also saw significant growth.

**2. Growth Drivers & Strategy:** The company is unifying ACC and Orient Cement into a 'One Cement Platform', targeting 155 MTPA capacity by March 2028. Strategic focus includes boosting green power share to 60% and driving cost optimization, aiming for Rs 1,500 EBITDA per tonne and reducing overall costs to Rs 3,650 per tonne by March 2028.

**3. Recent Developments:** New Marwar Grinding and Bhatapara Clinker units are operational, increasing capacity to 109 MTPA. Renewable energy capacity reached 898 MW, and digital initiatives like CiNOC are enhancing efficiency.

**4. Key Financial Metrics:** Quarterly revenue was Rs 10,277 Cr, with EBITDA at Rs 1,353 Cr. Nine-month revenue reached Rs 29,740 Cr and EBITDA Rs 5,075 Cr. The company maintains a debt-free status with a net worth of Rs 69,854 Cr.

**5. Management Commentary/Outlook:** Management expects continued double-digit growth in volume and revenue, leveraging cost leadership and Adani Group synergies to achieve its ambitious long-term financial goals, aligned with India’s growth story.