Enclosing the transcript of earnings call held on 31st July, 2025, pertaining to Unaudited Financial Results of the Company for the quarter ended 30th June, 2025.
Awaiting price reaction for this filing.
Sanghi Industries has submitted to BSE/NSE the transcript of the Q1 FY26 earnings conference call held on 31 July 2025, which was primarily led by Ambuja Cements management. The Ambuja group reported its highest-ever quarterly consolidated revenue of Rs. 10,289 crore (up 23% YoY), highest-ever EBITDA of Rs. 1,961 crore at a margin of 19.1% (up 3.8 percentage points), PAT of Rs. 970 crore (up 24% YoY), and cement sales volume of 18.4 million tonnes (up 20% YoY), with market share rising 2% to 15.5%. Capacity stands at 104.5 MTPA, with a roadmap to 118 MTPA by FY26 and 140 MTPA by FY28, backed by ~Rs. 9,000-10,000 crore of FY26 capex and a debt-free balance sheet with ~Rs. 3,000 crore cash. Sanghi is mentioned as one of the acquired entities under the Master Supply Agreement (alongside Penna, Orient), with the merger of Sanghi and Penna having received BSE/NSE approvals and integration ongoing. Management raised its industry demand growth estimate from 6-7% to 7-8%.
For Sanghi shareholders, the filing is largely procedural but confirms the ongoing merger/integration into the larger Ambuja Cements (Adani) platform, which should give Sanghi's operations access to wider distribution and cost synergies. The strong consolidated performance and debt-free status of the parent are supportive, but management avoided breaking out Sanghi-specific volume or EBITDA numbers, citing MSA structure.