SANGHIINDNSESanghi Industries Limited· Cement And Cement ProductsMediumNeutral
Announced Tue, 6 May · 20:37 IST

Sanghi Industries Limited has informed the Exchange about Transcript on earning concall held on 29th April 2025 on the Audited financial results of the company for the quarter and F Y ended 31st March 2025

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Sanghi Industries filed the transcript of its earnings call held on April 29, 2025, conducted jointly with parent Ambuja Cements and ACC under the Adani Group. Ambuja Cement announced crossing 100 million tons of cement capacity, becoming the 9th largest cement company globally, achieved in just 30 months. Consolidated Q4 FY25 revenue grew 11% YoY to INR 9,889 crores, while full-year FY25 revenue hit a record INR 35,045 crores with EBITDA of INR 5,971 crores. The group remains debt-free with INR 10,125 crores in cash and net worth of around INR 64,000 crores. Sanghi was specifically highlighted as a 'jewel' clinker asset within the group, though its utilization remains under 60% in the peak quarter and is being ramped up. Management reaffirmed its roadmap to reach 118 MT by FY26 and 140 MT by FY28, alongside a cost target of INR 3,650 per ton and EBITDA per ton of INR 1,500 by FY28.

Likely market impact

This is a positive disclosure reinforcing Sanghi's strategic role as Adani Cement's clinker hub and the group's cost leadership ambitions. Shareholders benefit from visibility on multi-year growth and margin expansion plans, though near-term Sanghi-specific performance remains weak on utilization and will need to ramp up to contribute meaningfully.