Sanghi Industries Limited has informed the exchange about investors Presentation.
Awaiting price reaction for this filing.
Sanghi Industries filed its Q3 & 9M FY'26 investor presentation, which mainly covers parent Ambuja Cements' consolidated numbers. 9M FY'26 consolidated cement volume rose 19% YoY to 53.8 MnT and revenue grew 17% to ₹29,740 Cr, with EBITDA up 24% at ₹5,075 Cr (EBITDA per tonne ₹943). Q3 FY'26 revenue grew 9% to ₹10,277 Cr and volume grew 17% to 18.9 MnT, but EBITDA per tonne slipped to ₹718 from ₹1,059 YoY due to a high base of one-time income and higher clinker costs. The company remains debt-free with net worth of ₹69,854 Cr and AAA/Stable rating, though cash fell sharply to ₹1,813 Cr (from ₹10,125 Cr in Mar'25) largely due to the ₹5,910 Cr Orient acquisition. Sanghi's own merger with Ambuja saw NCLT hearing completed on 29 Jan'26 and is expected to conclude by Mar'26.
Short-term, Q3 EBITDA per tonne softened sharply and cash levels dropped, but the long-term roadmap is intact: targets of 155 MTPA capacity, ₹1,500 EBITDA per tonne, ₹3,650 cost per tonne, and 60% green power share by Mar'28 could support re-rating. For Sanghi shareholders, completion of the Ambuja merger by Mar'26 will be the key near-term catalyst.