Investor Presentation for the Investors/Analysts Conference scheduled to be held in USA and UAE.
Awaiting price reaction for this filing.
Sanghi Industries filed the investor presentation used at conferences held in the USA and UAE. The deck is essentially an Ambuja Cements update (Ambuja holds 58.08% in Sanghi, which contributes 6.1 MTPA capacity). Key highlights: Q3FY26 consolidated volume up 17% YoY to 18.9 MnT, revenue up 20% to $1,143 Mn, and EBITDA up 53% to $150 Mn ($8.0/tonne). Net worth stands at $7.8 Bn and the company remains debt-free with AAA ratings. Management reiterated multi-year targets: cement capacity scaling from 109 MTPA to 155 MTPA by March 2028, EBITDA/tonne rising to $17, and cost falling to below $41/tonne by FY28. The amalgamation of ACC and Orient into Ambuja to create a single pan-India cement platform was flagged.
For Sanghi shareholders, the filing reinforces the parent's growth and margin roadmap; near-term Sanghi-specific operating details remain limited, but the parent's debt-free, AAA-rated status and capacity expansion to 155 MTPA by FY28 are positive long-term signals. Stock may see modest attention as the deck has been shared with global investors.