Addendum to Investor Presentation for the quarter ended on 30th June 2025
Awaiting price reaction for this filing.
Sanghi Industries Ltd filed an addendum to its Q1 FY26 investor presentation, responding to analyst queries raised during the July 31, 2025 earnings call. The addendum shows Ambuja Consolidated Q1 FY26 cement volume at 18.4 MnT, revenue of ₹10,289 Cr, EBITDA margin of 19.1%, and PAT of ₹970 Cr. Management explained that power and fuel costs rose 8% sequentially due to Orient acquisition consolidation, higher clinker inventory, and planned kiln shutdowns at Jamul, Chanda, and Kymore plants. Cash and equivalents fell sharply from ₹10,125 Cr in March 2025 to ₹2,971 Cr in June 2025, mainly due to a ₹5,906 Cr outflow for the Orient acquisition and ₹1,929 Cr in capex spending. The company also clarified the bridge for other expenses and changed its reporting basis to align with industry practice of using cement PMT rather than clinker PMT.
The detailed query responses show transparency with analysts. The steep cash decline reflects major capital deployment for the Orient acquisition, while higher power and fuel costs indicate near-term margin pressure from integration effects, though scale benefits are expected longer term.