Investor Presentation
Awaiting price reaction for this filing.
Sanghi Industries (subsidiary of Ambuja Cements, 58.08% stake) filed an investor presentation covering Q4 and FY'25 results. For Ambuja Cement consolidated, Q4 FY'25 saw highest-ever quarterly volume of 18.7 MnT (up 13% YoY), revenue of Rs 9,889 Cr (up 11%), EBITDA of Rs 1,868 Cr (up 10%) at Rs 1,001/ton, and PAT of Rs 1,282 Cr (down 16%). Sanghi standalone reported Q4 volume of 0.9 MnT but a loss of Rs 117 Cr. Ambuja completed the Orient Cement acquisition in April 2025, crossing 100 MTPA capacity, with a roadmap to reach 118 MTPA by FY'26 and 140 MTPA by FY'28. Cash position stands strong at Rs 10,125 Cr, net worth at Rs 63,811 Cr, and the company remains debt-free with Crisil AAA/Stable rating maintained.
Positive for shareholders — debt-free balance sheet, strong cash reserves, and a clear capacity expansion roadmap support growth visibility. However, Sanghi standalone continues to post losses, and Ambuja's PAT declined YoY despite revenue growth, reflecting margin pressure in the cement business.