Sanghi Industries Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Sanghi Industries (now part of the Adani/Ambuja group) filed an addendum to the Q1 FY26 investor presentation answering analyst queries from the 31 July 2025 earnings call. For Ambuja Consolidated, Q1 FY26 cement volume was 18.4 MnT, revenue ₹10,289 Cr, EBITDA ₹1,961 Cr (19.1% margin), and PAT ₹970 Cr; on a standalone basis, EBITDA margin fell sharply from 18.1% in Q4 FY25 to 15.8% in Q1 FY26. Power and fuel costs rose 8% sequentially to ₹1,367/ton, attributed to the Orient acquisition consolidation, higher clinker inventory, and planned kiln shutdowns. Cash on hand dropped from ₹10,125 Cr (Mar'25) to ₹2,971 Cr (Jun'25), mainly due to ₹5,906 Cr outflow for the Orient acquisition and ₹1,929 Cr in capex.
Short-term, the sharp sequential drop in standalone EBITDA margin and the ₹5,900+ Cr cash outflow for the Orient deal could weigh on sentiment, but the responses are transparent and the margin dip is explained by one-time integration and inventory effects rather than core deterioration.