Sanghi Industries Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cement reported record Q3 sales volume (18.9MT, +17% YoY) and revenue (INR10,277 Cr, +20%). PAT surged 258% to INR378 Cr, with operating EBITDA at INR1,353 Cr (INR718/ton) after one-off adjustments. Q3 costs were INR4,500/ton but exited December below INR4,000/ton, targeting significant future reductions.

The company is integrating acquired assets, aiming for 80% utilization. Capacity targets 155MT by March '28, planning new kilns and debottlenecking. Management expects ~8% industry demand growth for FY26, driving double-digit volume growth via trade and premium segments. Cost leadership through green power and efficient assets is a key focus. The debt-free balance sheet supports a confident outlook.