Sanghi Industries Limited — PPTs, 04-02-2026: Investor Presentation

Ambuja Cements delivered strong 9M FY'26 results, with revenue up 22% YoY to $3,307 Mn and EBITDA surging 62% to $564 Mn, yielding $10.5 EBITDA per tonne (+36% YoY). Q3 also showed solid growth. The company maintains a debt-free balance sheet with a $7.8 Bn net worth.

Key strategies include expanding capacity from 109 MTPA to 155 MTPA by March 2028, leveraging Adani Group synergies for cost efficiency, and enhancing digital operations through initiatives like CiNOC. A focus on premium product offerings is also a priority.

Recent developments include commissioning a 2.4 MTPA grinding unit in Marwar Mundwa and a 4 MTPA clinker unit in Bhatapara, significantly boosting production capabilities. The proposed amalgamation of ACC and Orient Cement will further streamline operations into a unified "One Cement Platform."

Management is targeting $17 EBITDA per tonne and reducing costs below $41 per tonne by March 2028. The outlook remains positive, driven by India's robust infrastructure and housing demand, supported by government investments and a projected 7.4% GDP growth for FY'26.