Sanghi Industries Limited has informed the Exchange about the transcript of earning call held on 31st July 2025, pertaining to Unaudited Financial Results for the quarter ended 30th June 2025.
Awaiting price reaction for this filing.
Sanghi Industries filed the transcript of the joint earnings call held on 31 July 2025 covering Q1 FY26 (quarter ended 30 June 2025) results at the Ambuja Cements consolidated level. Ambuja reported its highest-ever quarterly sales volume of 18.4 million tonnes (up 20% YoY), revenue of Rs 10,289 crore (up 23% YoY), and highest quarterly EBITDA of Rs 1,961 crore with EBITDA per tonne at Rs 1,069 (up 28% YoY) and margin of 19.1%. PAT rose 24% YoY to Rs 970 crore, the company remains debt-free with AAA rating, and net worth stood at Rs 66,436 crore. Management raised the cement demand growth estimate to 7-8% (from 6-7%) and guided for capacity expansion to 118 MTPA by FY26 and 140 MTPA by FY28, with a target EBITDA of Rs 1,500/tonne by 2028 and 60% green power share by FY28. Orient Cement was integrated from 22 April 2025, and the Sanghi and Penna mergers have received BSE/NSE approvals. CapEx for FY26 guided at Rs 9,000-10,000 crore, with cash position around Rs 3,000 crore.
For Sanghi shareholders, the key takeaway is the progression of the merger with Adani Cementation Industries Limited, which has received all stock exchange approvals. The strong consolidated performance of the parent Ambuja Cements is positive for the merged entity, though Sanghi itself holds minimal working capital cash and its results will be subsumed post-merger.