Sanghi Industries Limited has informed the Exchange about Investor Presentation
Awaiting price reaction for this filing.
Sanghi Industries filed Ambuja Cements' Q2 & H1 FY'26 investor presentation (Ambuja holds 58.08% in Sanghi and the two are merging). Ambuja consolidated Q2 FY'26 revenue rose 21% YoY to Rs 9,174 Cr, EBITDA jumped 58% to Rs 1,761 Cr, and EBITDA per ton climbed 32% to Rs 1,060, driven by 20% YoY volume growth to 16.6 MnT. PAT of Rs 2,302 Cr (+364% YoY) was inflated by a Rs 1,697 Cr one-time tax provision reversal, so comparable PAT was around Rs 605 Cr. The company remains debt-free with net worth of Rs 69,493 Cr and a Crisil AAA/Stable rating, and is guiding FY'28 capacity higher to 155 MTPA (from 140 MTPA), EBITDA per ton of Rs 1,500, and total cost of Rs 3,650/ton. Sanghi's merger with Ambuja is currently before NCLT Ahmedabad and is expected to be completed by end of FY'26.
Positive for Sanghi shareholders — strong Q2 EBITDA growth (58% YoY), debt-free balance sheet, Crisil AAA rating, and an ambitious FY'28 roadmap signal operational strength and long-term value creation, especially as the Ambuja merger progresses. However, the headline PAT surge is largely tax-led, so the real earnings beat is better reflected in the 58% EBITDA growth and 32% rise in EBITDA per ton.