Sanghi Industries Limited has informed the Exchange about Investor Presentation
29th April, 2025
To, BSE Limited PJ Towes, Dalal Street Mumbai – 400 001 Scrip Code: 526521
To, National Stock Exchange of India Limited Exchange Plaza, Bandra - Kurla Complex, Bandra (E), Mumbai – 400 051. NSE Symbol: SANGHIIND
Sub: Investor Presentation under Regulation 30 of SEBI (Listing Obligations and
Disclosure Requirements) Regulations 2015.
Dear Sir/ Madam,
In continuation of our letter dated 23rd April 2025 regarding Analyst/Institutional call scheduled on 29th April 2025, we are enclosing herewith Presentation titled ‘Operational & Financial Highlights’ for the quarter and financial year ended on 31st March 2025.
The above information shall also be made available on the Company's website at www.sanghicement.com.
Kindly take the above on your records.
Thanking you,
Yours faithfully, For Sanghi Industries Limited
Anil Agrawal Company Secretary Membership No.: A14063
Encl.: As above
Sanghi Industries Limited Registered Office: Adani Corporate House, Shantigram, Nr. Vaishnodevi Circle, S. G. Highway, Khodiyar, Ahmedabad – 382421 Gujarat, India Ph +91 79-2656 5555 www.sanghicement.com
CIN: L18209GJ1985PLC157787
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Q4 & FY’25 Operational & Financial Highlights
1
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Ambuja crosses 100 MTPA Capacity
Successfully completed acquisition of Orient Cement (in Apr’25) Successfully commissioned 2.4 MTPA brownfield expansion of GU in Farakka (WB), debottlenecking of
0.5 MTPA across various plants
Highest ever volume in a quarter, quarterly volume growth of 13% YoY, @ 18.7 Mn T (excl. Orient)
EBITDA for Q4 @ Rs 1,001 PMT, margin at 18.9% vs. Rs 537 PMT in Q3 (excl. non-recurring govt. grant of Rs. 826 Cr)
Cash & Cash Equivalent at Rs. 10,125 Cr
2
2
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Performance at a glance Q4 FY’25 Ambuja Cement consolidated
Highest ever operating EBITDA in a quarter at Rs 1,868 Cr, up by 10% YoY
VOLUME (in MnT CLC)
REVENUE (in R Cr)
EBITDA (Excluding other income, in R Cr)
PAT (in R Cr)
18.7
16.6
Q 4 F Y 2 5
Q 4 F Y 2 4
MnT 2.1 (+13%)
9,889
8,894
Q 4 F Y 2 5
Q 4 F Y 2 4
R 995 (+11%)
Q 4 F Y 2 5
Q 4 F Y 2 4
R 169 (+10%)
1,868
1,699
1
1,282
1,521
Q 4 F Y 2 5
Q 4 F Y 2 4
R (239) (-16%)
1 Strictly not comparable, because of overhead of new assets Sanghi, Asian Rajpura, GU Tuticorin & Penna
3
3
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Performance at a glance FY’25 Ambuja Cement consolidated
Highest ever annual volume at 65.2 Mn T, up by 10% YoY
VOLUME (in MnT CLC)
REVENUE (in R Cr)
EBITDA (Excluding other income, in R Cr)
F Y 2 5
F Y 2 4
65.2
59.2
F Y 2 5
F Y 2 4
35,045
33,160
F Y 2 5
'
'
F Y 2 4
5,971
1
6,400
MnT 6.1 (+10%)
R 1,885 (+6%)
R (429) (-7%)
1 Strictly not comparable, because of overhead of new assets Sanghi, Asian Rajpura, GU Tuticorin & Penna
PAT (in R Cr)
F Y 2 5
F Y 2 4
R 424 (+9%)
5,158
4,735
4
4
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Builders of Progress in India
Development
Operations
Value Creation
Well poised for Growth Crossed 100 MTPA capacity (~ 50% capacity addition over last 30 months). With the projects under advanced stage of completion, the capacity will go up to 118 MTPA by FY’26.
Well on track to achieve targeted capacity of 140 MTPA by FY’28
Cost Leadership 19% cost reduction since Sep’22 (Adani acquisition from Holcim), various Capex and Opex programs are in place to accelerate cost leadership journey, target to achieve another 12% by FY’28 (Rs 3,650 /Ton Cmt)
Market Leadership Iconic brands with outstanding Brand Equity
Asset Footprint • Pan India asset footprint • Rail
infrastructure and advantageous coastal
movement to serve peninsular India
Supply Chain Excellence • Well placed to leverage rail, sea and BCT/GUs infrastructure strength & optimize logistics cost • Digital transformation through GPS, RFID, and
real-time tracking
Sales & Marketing Excellence • Highest % of trade sales (@73%) in Q4 FY’25 within peers, catering to profitable IHB segment • Premium cement @29% of Trade sales in Q4
•
FY’25, amongst highest in the industry technology leveraging customer to service experience
through enhance
AI-powered consumer
Stakeholders NIL Debt, Self sustained capex plan for growth / expansion plan Cash & Cash equivalent to be used for strategic opportunities
Societal • 5.7 Million people benefit under
development projects till FY’25
community
Environmental • Ahead of Sustainable Development (SD) 2030 Plan • Target 60% Green Power & 27% TSR by 2028 • Achieved 12x water positivity in FY’25 for Ambuja Cements, establishing leadership in water governance • Reached an impressive 11x plastic negativity in FY’25 for Ambuja Cements through co-processing of plastic waste in cement kiln.
Capacity enhancement by ~ 50% since acquisition of Ambuja in Sept’22
5 5
Contents
Adani Group Profile
Performance Highlights
Accolades and Awards
1
2
3
4
5
6
Ambuja Cement Overview
ESG Updates
Abbreviation
6
ADANI GROUP PROFILE
ADANI CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
01
Adani Group Profile
7
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Adani: A World Class Infrastructure & Utility Portfolio
Flagship
Incubator
(73.97%)
AEL
Infrastructure & Utility Core Portfolio
Energy & Utility
Transport & Logistics
(100%) ANIL New Industries
(50.00%) AdaniConneX3 Data Centre
(100%)
AAHL Airports
(100%)
ARTL Roads
(60.94%)
(74.96%)
AGEL Renewables
(69.94%)
AESL T&D
APL IPP
(37.40%)
ATGL2 Gas Discom
(65.89%)
APSEZ Ports & Logistics
(100%)
NQXT1
Primary Industry Materials, Metal & Mining
(100%)
Copper, Aluminum
(100%)
PVC
(100%)
Specialist Manufacturing5
(100%)
Mining Services & Commercial Mining
(67.53%)
Cement4
Emerging B2C
Direct to consumer
(100%)
ADL Digital
(64.71%)
NDTV
(30.42%)
AWL6 Food FMCG
(%): Adani Family equity stake in Adani Portfolio companies (%): AEL equity stake in its subsidiaries
Listed cos
Direct Consumer
A multi-decade story of high growth centered around infrastructure & utility core
1. NQXT: North Queensland Export Terminal. On 17th Apr’25, BOD have approved the acquisition of NQXT by APSEZ. | 2. ATGL: Adani Total Gas Ltd, JV with Total Energies | 3. Data center, JV with EdgeConnex, | 4. Cement includes 67.53% (67.57% on Voting Rights basis) stake in Ambuja Cements Ltd. as on 31st Mar’25 which in turn owns 50.05% in ACC Limited. Adani directly owns 6.64% stake in ACC Limited. Ambuja Cements Ltd. holds 58.08% stake in Sanghi Industries Ltd. Ambuja Cements Ltd. holds 46.66% stake in Orient Cement Ltd. w.e.f 22nd Apr'25.| 5. Includes the manufacturing of Defense and Aerospace Equipment | 6. AWL Agri Business Ltd. : AEL to exit Wilmar JV, diluted 13.50% through Offer For Sale (13thJan’25), residual stake dilution is pursuant to agreement between Adani & W ilmar Group. | AEL: Adani Enterprises Limited; APSEZ: Adani Ports and Special Economic Zone Limited; AESL: Adani Energy Solutions Limited; T&D: Transmission & Distribution; APL: Adani Power Limited; AGEL: Adani Green Energy Limited; AAHL: Adani Airport Holdings Limited; ARTL: Adani Roads Transport Limited; ANIL: Adani New Industries Limited; AWL: Adani Wilmar Limited; ADL: Adani Digital Labs Pvt. Limited; IPP: Independent Power Producer | NDTV: New Delhi Television Ltd | PVC: Polyvinyl Chloride l Promoter’s holdings are as on 31st March, 2025.
8
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Adani Portfolio: Decades long track record of industry best growth with national footprint Secular growth with world leading efficiency
National footprint with deep coverage
Growth
3x 6
Growth
3x 6
EBITDA
72% 1,2,3
EBITDA
92% 1,3,4
Growth
4x 6
Growth
3x 6
EBITDA
92% 1,2,3,5
EBITDA
38% 1,3
AEL APSEZ AGEL ATGL AESL APL Adani Cement
Adani’s Core Infra. Platform –
350 Mn
Userbase
Note: 1. Provisional data for FY25 ; 2. Margin for Indian ports business only l Excludes forex gains/losses; 3. EBITDA: Earning before Interest Tax Depreciation & Amortization I EBITDA: PAT + Share of profit from JV + Tax + Deferred Tax + Depreciation + Finance Cost + Forex Loss / (Gain) + Exceptional Items 4. EBITDA Margin represents EBITDA earned from power supply 5. Operating EBITDA margin of transmission business only, does not include distribution business l 6. Growth pertains to expansion and development aligned with market growth. Growth of respective Adani portfolio company vs. Industry growth is as follows: APSEZ's cargo volume surged from 113 MMT to 430.6 MMT (13%) between 2014 and 2025, outpacing the industry's growth from 972 MMT to 1,593 MMT (5%). AGEL's operational capacity expanded from 0.3 GW to 14.2 GW (54%) between 2016 and 2025, surpassing the industry's growth from 46 GW to 172.4 GW (16%). AESL's transmission length increased from 6,950 ckm to 26,696 ckm (16%) between 2016 and 2025, surpassing the industry's growth from 3,41,551 ckm to 4,94,424 ckm (4%). APL’s operational capacity expanded from 10.5 GW to 17.6 GW (6%) between 2016 and 2025, outperforming the industry's growth from 185.2 GW to 221.8 GW (2%). PBT: Profit before tax l ATGL: Adani Total Gas Limited l AEL: Adani Enterprises Limited l APSEZ: Adani Ports and Special Economic Zone Limited l AESL: Adani Energy Solutions Limited l APL: Adani Power Limited l AGEL: Adani Green Energy Limited l Growth represents the comparison with respective industry segment. Industry source: APSEZ (domestic cargo volume): https://shipmin.gov.in/ l Renewable (operational capacity): https://cea.nic.in/installed-capacity-report/?lang=en l AESL (ckms): https://npp.gov.in/dashBoard/trans-map-dashboard l APL (operational capacity): https://cea.nic.in/wp- content/uploads/installed/2025/03/IC_March_2025_allocation_wise.pdf | ckms: circuit kilometers |
9
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Adani Portfolio: Repeatable, robust & proven transformative model of investment
DEVELOPMENT1
Adani Infra (India) Limited (AIIL) | ITD Cementation Ltd. | PSP Projects Ltd.
Origination
Site Development
Construction
• Analysis & market
• Site acquisition
• Engineering & design
intelligence
• Viability analysis
• Concessions &
regulatory agreements
• Sourcing & quality
• Project Management Consultancy (PMC)
OPERATIONS
2 Operations (AIMSL)
Operation
• Life cycle O&M
planning
CONSUMERS
New C.E.O. Consumer I Employees I Other Stakeholders
Inspired Purpose & Value Creation
• Delivering exceptional products & services for elevated
engagement
• Asset Management plan
• Differentiated and many P&Ls
India’s Largest Commercial Port (at Mundra)
Longest Private HVDC Line in Asia (Mundra - Mohindergarh)
World’s largest Renewable Cluster (at Khavda)
Energy Network Operation Center (ENOC)
Strategic value Mapping
Investment Case Development
Growth Capital – Platform Infrastructure Financing Framework
14%
March 2016
55%
31%
Duration Risk Matching Risk Management – Rate & Currency Governance & Assurance Diversified Source of Capital
Adani’s Core Infra. Platform –
350 Mn
Userbase
6%
23%
18%
2%
March 2025
26%
25%
1%
Long Term Debt
PSU Banks
Pvt. Banks
USD Bonds
NBFCs & FIs
DII
Global Int. Banks Capex LC
Human Capital Development
• Leadership Development Initiatives
•
Investment in Human Capital
AI enabled Digital Transformation
• Power Utility Business - ENOC • City Gas Distribution - SOUL • Transportation Business - AOCC
Note : 1 ITD Cementation Ltd. : Acquired 20.83% shares from public through open offer. In process of complying with conditions for acquisition of 46.64% shares from existing promoters. PSP Projects Ltd. : Adani Infra (India) Limited has agreed to acquire shares from the existing promoter group of PSP Projects such that pursuant to the acquisition of shares from the public under open offer, AIIL and existing promoters shall hold equal shareholding. Transaction is pending for regulatory approvals. | 2 Adani Environmental Resource Management Services Ltd. (additional company is being proposed) | O&M: Operations & Maintenance l HVDC: High voltage direct current l PSU: Public Sector Undertaking (Public Banks in India) l GMTN: Global Medium-Term Notes l SLB: Sustainability Linked Bonds l AEML: Adani Electricity Mumbai Ltd. l AIMSL : Adani Infra Mgt Services Pvt Ltd l IG: Investment Grade l LC: Letter of Credit l DII: Domestic Institutional Investors l COP26: 2021 United Nations Climate Change Conference l AGEL: Adani Green Energy Ltd. l NBFC: Non-Banking Financial Company l AIIL: Adani Infra (India) Ltd. | AOCC : Airport Operations Control Center
10
Y T
I
V
I
T C A
E C N A M R O F R E P
I
L A T P A C
T N E M E G A N A M
R E L B A N E
Policy, Strategy & Risk Framework
Continued Focus & Investment
ADANI GROUP PROFILE
ADANI CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
02 Ambuja Cement - Overview
11
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Advantage - Group Synergy
Fly Ash Fly ash sourced from group’s power plants ensures assured timely supply with optimized cost and advantage of BCFC rakes can be optimised
People With diversified operations of Group, this will also enable optimization of resources with right right place, talent at training & development
Logistics Distribution cost can be further optimized with group company’s expertise in all modes of logistics & port operations
Realty Group land bank; Group Cement/Concrete requirement (Dharavi, Navi Mumbai Airport, Ganga expressway), EPC business
Coal Use group’s leadership & expertise in procuring coal mining operations
and
Power & Renewables leadership & Group’s expertise in Thermal power plant operations and renewable energy to optimize power cost
GCC services / Digital Infra Leverage shared services vertical of the group, along with digital infra (IT)
Project Execution Leveraging Group’s expertise in projects execution & cost negotiation benefits
SportsLine Branding and Marketing
12
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Enablers for Cement demand 1. National Infra Boom:
(a) Bharatmala Pariyojna 83,677 km of roads with Capex of Rs 5.35 Lakh Cr
– 50,000 km awarded ; 30,000 km completed
– It requires 3,000-4,000 ton per km
– Side amenities – service Roads, green zone and hubs increase by 20%
(b) Dedicated Freight Corridors
`
– Two corridors – Western DFC (1,504 km) and Eastern DFC (1,850 km)
– Cement intensive infrastructures like bridges, tunnels
– Planned expansion can push this number to 25 Mn Tins by 2030
2. Urbanization Fully Residential & Commercial constructions:
a) Tier 1 cities – vertical growth − FSI relaxation and vertical zoning policies (Taller building in metro with more slabs) (18-25 storey building on an average consumes up to 5,,000 Tons of cement depending upon Floor area)
− Smart city investments in 100 Cities – over 6,000 urban projects – adding to
consumption
(b) Tier 2/3 cities – Horizontal & Vertical expansion – Tier II cities - construction growth @ CAGR of 10% annually
(c) Affordable housing (PMAY)
– Govt sanctioned 12 Mn houses under PMAY – Cement requirement per unit 150 to 200 bag (7 to 10 Tons per house)
3. Commercial, Institutional and Green belt Growth:
4. Warehousing:
– Demand for premium grade Cement – Industry demand for IT Parks, hospitals, schools & retail malls in Tier_1 & 2
cities
– Green Building - high grade cements – New concepts like World One, GIFT city , Dholera – premium grade cement ` – SWAMIH(Special Window for Affordable and Mid-Income Housing scheme)
managed by SBI capital provide last mile funding for stalled projects – Our 51,000 homes delivered; 20,000 homes targeted in next 3 years – SWAMIH 2 – 15 Lac crores allocated for 1 lac affordable houses
– Cement Stores – 533.1 Million Sq. ft. (>100 Million Sq. ft. in Tier 2 & 3 cities) – Projected growth – 1.2 Billion sq. ft. by 2027 (Grade A,B,C warehouse put
together)
– Grade A addition – 300 Million Sq ft.
– (Require 0.05 Ton of cement per sq ft. for grade A Warehouse)
Expected Capacity utilization of Premium brand Cos. ~75 – 80%
13
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Presence in 31 states & union territories and 635+ districts (~79%)2
Gagal
For the Quarter Ended March 31, 2025
100+ MTPA1 Cement Capacity
1
24 Integrated Units
64.9% Clinker Factor
1
22 Grinding Units
82% Share of Blended Cement
101 Ready-Mix Concrete plants
10 Bulk Cement Terminals
11 Captive Ships
8.2% Thermal Substitution Rate
1,10,000+ Channel partners across India
Darla / Suli Rajpura Bhatinda
Ropar
Rabriyawas
Marwar Mundwa
Lakheri
Sanghi Navalakhi Ambujanagar
Muldwarka Panvel
Dahej
Surat
Jalgaon
Devapur
BCCI
Chanda Patas
Wadi
Chittapur
Kudithini
Mangalore
Thondebhavi
Cochin
1 as on 29thApr 25 2National presence (% coverage of total districts in India) as on 31.03.2025
Nalagarh
Asian Nalagarh
Roorkee
Dadri
Ametha
Kymore
Farakka
Bargarh
Bhatapara
Tikaria
Chaibasa
Sindri
Sankrail
Damodhar
Kolkata
Jamul
Gopalpur
Maratha cement works Ganeshpahad
Tandur
Vizag
Krishnapatnam
Boyareddypalli Talaricheruvu
Madukkarai
Tuticorin
Karaikal
Integrated Plants Grinding Units Bulk Terminal Blending unit
Ambuja ACC Sanghi Dahej Penna Orient
14
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Iconic brands with cumulative 120+ years history that shaped the industry
Strength Pioneered brand building & technical services Market leaders with Virat Compressive Strength
Heritage India‘s 1st Cement Company, Inter-generational legacy pioneered product development
High Patronage
Higher contribution 1 from Trade segment
Adani Cement Geographical Spread
2 (Capacity Share)
IHB
Contractors
Professionals
Dealers
Institutional Clients
1. Q4 FY’25 2. as on 29thApr’25 and including Orient
Trade Cement Share Ambuja + ACC
73%
Share of Premium Products
29%
of Trade Volume
Northern Zone : 20%
Central Zone : 9%
Western Zone : 24%
Southern Zone : 27%
Eastern Zone : 20%
15
ADANI GROUP PROFILE
ADANI CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
03
Performance Highlights
16
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
On track to achieve targeted Growth more efficiently
– Cement capacity of 100+ MTPA achieved and with the planned organic expansion plan, company is well poised to achieve the targeted capacity
of 140 MTPA ahead of commitment of FY’28
– Net worth at an all time high of Rs. 63,811 Cr and Cash & Cash equivalent at Rs 10,125 Cr
– Added 0.4 Bn MT new limestone reserves in Q4 FY’25, total reserves(Including Orient) reaching ~9 Bn MT.
–
ESG Program :
•
Ambuja Cements enters into strategic partnership with Finland-based Coolbrook to implement its proprietary Rotodynamic Heater (RDH) technology. This will significantly reduce fossil fuel dependency by harnessing Renewable Electricity for zero carbon high- temperature process heating
• Net Zero commitment with 2050 targets validated by SBTi
•
Commissioned 200 Mw solar and 99 Mw Wind power in Khavda site & with Green power share at 21% of power consumption in
FY’25 & targeting to reach 60% by FY’28
• Water positive @12x (ahead of SDP 2030 target), Plastic negative @ 11x
–
Fuel rate has reduced by 12% YoY on yearly basis from Rs 1.90 to Rs 1.66/000 kCal with maximization of Captive coal and Group synergy. AFR for the year@8.3% , therefore substantial scope to reduce fuel cost further
–
Logistics cost reduced by 5% @Rs 1,260 per Ton for the year driven by efficiency improvement journey
• • •
Overall lead reduced by 8 Km (279 km to 271 km) Direct dispatch up by 7 pp @56% Road PTPK decreased by 2% ( Rs 4.23 to 4.15 PTPK)
This will further reduce through
• Higher Sea transport share •
Own BCFC rakes transport mode
SBTi : Science Based Target Initiatives
17
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Financial results (for the Quarter)
Particulars
UoM
Ambuja Consolidated
Ambuja Standalone
ACC Standalone
Sanghi
Mar’25
Dec’24
Mar’24
Mar’25
Dec’24
Mar’24
Mar’25
Dec’24
Mar’24
Mar’25
Dec’24
Mar’24
Volume 1
Revenue from Operation 1
EBITDA (Excl. Other Income)
MnT
18.7
16.5
16.6
11.6
10.1
9.5
11.9
10.7
10.5
0.9
0.6
0.8
₹ Cr
₹ Cr
9,889
9,329
8,894
5,681
5,043
4,780
6,009
5,896
5,398
335
259
285
1,868
1,712
1,699
1,038
601
798
800
1,109
837
36
30
59
EBITDA (%)
%
18.9%
18.4%
19.1%
18.3%
11.9%
16.7%
13.3%
18.8%
15.5%
10.9%
11.7%
20.6%
EBITDA (PMT)
₹ /Ton
1,001
4 537
1,026
898
3 407
837
673
440
2
800
427
485
758
Other Income
PBT
PAT
EPS (diluted)
₹ Cr
₹ Cr
₹ Cr
₹
573
1,352
233
442
772
177
191
644
122
11
4
3
1,780
$
2,336
1,595
1,197
1,084
681
859
1,475
662
(117)
(60)
(19)
1,282
2,620
1,521
929
1,758
532
735
1,089
749
(117)
(97)
(19)
3.88
8.59
4.93
3.77
7.14
2.42
39.06
57.84
39.76
(4.53)
(3.75)
(0.74)
1 Net of MSA sales for Ambuja consolidated. 2 Including non-recurring Govt grant of Rs 637 Cr, stands at Rs 1,032 PMT 3 Including non-recurring Govt grant of Rs 189 Cr; stands at Rs 595 PMT 4 Including non-recurring Govt grant of Rs 826 Cr; stands at Rs 1,038 PMT
18
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Ambuja Cement (Consolidated) Cement Business (% Change YoY)
SALES VOLUME - CLC (MnT)
NSP (₹/bag Cement)
EBITDA (Incl. RMX) (Excl. Other Income) (₹ Cr & Margin)
EBITDA (Incl. RMX) (Excl. Other Income) (₹ /ton)
13%
18.7
16.6
16.5
2%
257
245
251
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
Sales volume growth of 13% driven by
− Larger engagement of Technical services with influencers − Strengthening of ground sales team − Improved Brand Equity − Market segmentation and focus on higher profitable markets − Improved physical infrastructure & plant productivity − Digitisation : effectiveness of sales analytics
Focused Branding and maximization of premium products will enable in improving the realization in coming quarters and improve profitability
10%
1,699
1,868
2%
1,026
1,001
885
537
19.1%
10.4%
%18.9%
Mar-24
1 Dec-24
Mar-25
Mar-24
1 Dec-24
Mar-25
Consistent endeavor of cost leadership journey, improvement of operating efficiency parameters will help in improvement of profitability further and sustain the PMT EBITDA in 4-digit numbers
1 Including non-recurring govt. grant of Rs 826 Cr., stands at Rs. 1,712 Cr (18.4%)& Rs 1,038 PMT
19
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Ambuja Cement (Consolidated) Cement Business (% Change YoY)
RAW MATERIAL (₹/ton)
POWER AND FUEL (₹/ton)
FREIGHT AND FORWARDING (₹/ton)
OTHER EXPENSES (₹ /ton)
7%
732
2%
2%
3%
647
696
1,202
1,248
1,230
1,258
1,228
1,238
614
787
631
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
clinker
(which
purchased
Costs are increasing mainly on account is of beneficial on TCO basis), excluding this the costs are on downward trend.. Constant endeavors to optimize the costs through • Mix and Source optimization • Efficiency improvements • Longterm arrangement for Fly Ash •
Improving Plant Infra for material handling
With these action plans the costs will be reducing in coming quarters
Costs are increasing mainly on a/c of higher production of clinker volume vs consumption and this will have a +ve impact in coming quarter. Power and Fuel costs have been reducing consistently with strong increasing share of actions on i) green power ii) maximization of Captive coal share iii) Increase AFR consumption. This has resulted in - Reduced Kiln fuel cost (Rs 1.84 to
1.58/000 kCal)
- Higher Green power share by 10.5
pp (from 15.6% to 26.1%)
Freight and Forwarding costs are on downward trends and this reduction journey expected to continue driven by various initiatives mainly,
– Increase share of Sea transport (Target to reach 10% by FY’28)
– Automation and Digitization – Wheeler rationalization resulting in
lower freight cost
– Improve Direct dispatches – Re-negotiations of freight and
handling rates
These costs have gone up mainly on a/c higher Branding and consultancy services costs. With initiatives taken to optimize the resources and simplify business operations, these costs will reduce in upcoming quarters, viz. − Global Capability Center rolled out − Strong focus on Digitization and
automation
− Unified & Simple business process
20
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
ACC (Consolidated) Cement Business (% Change YoY)
SALES VOLUME - CLC (MnT)
NSP (₹/BAG)
EBITDA (Excl. Other Income) (₹ Cr & Margin)
EBITDA (Excl. Other Income) (₹ /ton)
14%
3%
11.9
10.5
10.7
244
227
237
479
1%
837
830
13%
800
698
445
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
15.5%
Mar-24
9.1%
13.5%
1 Dec-24
Mar-25
Mar-24
1 Dec-24
Mar-25
Various initiatives taken on ground level have led to higher volume growth and improved realization
− Active engagement of Technical support
team with
Consistent endeavor on cost reduction and efficiency improvements coupled with volume expansion, synergies between cement business and Group will help in improved profitability and margin
influencers
− Offering of value-added solution beyond Cement − Focused branding and promotion activities − Improved Physical infrastructure − Higher Premium products share
Continuous focus on maximization of premium product share will contribute to improvement of realization
1 Including non-recurring govt. grant of Rs 637 Cr., stands at Rs. 1,116 Cr (18.8%) & Rs 1,038 PMT
21
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
ACC (Consolidated) Cement Business (% Change YoY)
RAW MATERIAL (₹/ton)
POWER AND FUEL (₹/ton)
FREIGHT AND FORWARDING (₹/ton)
OTHER EXPENSES (₹ /ton)
8%
22%
8%
12%
760
733
930
790
727
1,018
678
939
937
492
479
435
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
Mar-24
Dec-24
Mar-25
clinker
Costs are higher mainly due to higher consumption purchased (Excluding this cost is lower by 12%). Besides constant endeavors to − Minimizing consumption
mix
costlier raw materials raw optimization − Improved physical for BCFC rakes
&
source
infrastructure
− Long term arrangements
for
major raw materials
Will further bring down the costs in coming quarters
of through mix
Power and Fuel costs have reduced by 22% (Rs 203/t) mainly driven by,
– WHRS share of total power up by
5.3 pp to 14%
– Green power mix up by 10 pp
@23%
– Maximization of linkage & Captive coal consumption resulted in lower fuels costs from Rs 1.91 to Rs 1.47/’000 kCal
– Maximization
fuel consumption leading to higher TSR by 0.4 pp @11.0%
alternative
Freight and forwarding costs reduced by 8% & expected to reduce further in coming various initiatives like – Renegotiation & Reverse bidding for
quarters
with
freight
– Direct dispatch up by 6 pp @ 53% – Wheeler rationalization leading to higher direct dispatch and lower freight costs
– Digitization enabling efficiency improvement & better control mechanism
Other reduced mainly due to
expenses
have
been
– Revamping
the
Business model with new and lean business structure
– Challenging every spend and only business critical spends allowed
– Automation and Digitization – synergies
group company resulting in better negotiated rates wherever possible
with
Journey of Cost leadership continues….
22
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Capex updates
23
ADANI GROUP ADANI GROUP PROFILE PROFILE
AMBUJA CEMENT AMBUJA CEMENT OVERVIEW OVERVIEW
PERFORMANCE PERFORMANCE HIGHLIGHTS HIGHLIGHTS
ESG ESG UPDATE UPDATE
ACCOLADES & ACCOLADES & AWARDS AWARDS
ABBREVIATIONS ABBREVIATIONS
Roadmap to 140 MTPA - 100+ at present, 118 by FY’26 and 140 MTPA by FY’28
Expansion Project
Capacity (MTPA)
Clinker
Cement
Expected completion
Status Update
Bhatapara Line 3 (CU)
4.0
Sankrail (GU)
Sindri (GU)
Salai Banwa (GU)
Bathinda
Marwar (GU)
-
-
-
-
-
Maratha Line 2 (CU)
4.0
Dahej Line-2 (GU)
Kalamboli (Blending)
-
-
Jodhpur (Penna IU)
3.0
Krishnapatnam Penna (GU)
Warisaliganj (GU)
-
-
-
2.4
1.6
2.4
1.2
2.4
-
1.2
1.0
2.0
2.0
2.4
Q1 FY’26
Q1 FY’26
Q1 FY’26
Q2 FY'26
Q3 FY’26
Q3 FY'26
Q4 FY'26
Q3 FY’26
Q3 FY'26
Q3 FY’26
Q2 FY'26
Q4 FY’26
Total
11.0
18.6
•
In advanced stage of completion and expected to complete by Q1 FY’25
• Civil & Mechanical work is in progress, Delivery of major
equipments’ commenced,
• Civil work is in progress, delivery of major equipments has
commenced
• Major equipments received at site, Civil work completed for main plant buildings. Equipments installation is in progress.
• Civil work is in progress,, delivery of major equipments
commenced.
Capacity Details (Mn T) : Clinker Cement Existing Capacity (after debottlenecking) 56 91 Cement Cement Orient Cements 6 9 Projects under execution 11 19 Addl. Projects at various stages 16 21 Total Capacity 89 140
• Standardized Grinding Unit of 2.4 MTPA for one mill (~7,200 TPD) (PPC basis) • Standardized Clinkering Unit of 4 MPTA for one Kiln (~12,000 TPD)
24 24 24
ADANI GROUP ADANI GROUP PROFILE PROFILE
AMBUJA CEMENT AMBUJA CEMENT OVERVIEW OVERVIEW
PERFORMANCE PERFORMANCE HIGHLIGHTS HIGHLIGHTS
ESG ESG UPDATE UPDATE
ACCOLADES & ACCOLADES & AWARDS AWARDS
ABBREVIATIONS ABBREVIATIONS
With 100+ MTPA, well placed to achieve targeted capacity 140 MTPA before FY’28
21
140
19
68
1
6
1 1
2
77
2
9
3
100
10
Ambuja’s Consolidated Operating Capacity Sep’22 (time of acquisition)
Ametha Dec’23
Sanghi Ind Ltd. Dec’23
Dahej Jul’23
Asian Cement and Concrete Jan’24
Ambuja’s consolidated Capacity as of FY 2024
My Home Ind Apr’24
Penna Cement (Operational)
Orient Cement
Farakka (GU) & Debottlenecking
Organic expansions (at various stages)
Strategic Roadmap Ready
Consolidated Capacity end of FY 2028
Ambuja’s Consolidated operating Capacity post Penna & Orient acquisition
1 Ambuja/ACC have long term purchase agreement with Dahej plant of Ambuja Cement Industries Ltd., 100% subsidiary of Adani Cementation limited
25
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Adani Cement – Capacity Enhancement Enablers
Cement Capacity (MTPA)
16%
89
140
With Orient Cements
>
100
67.5
77
1.
2.
Land: land already in possession/ available with group / in advance stages of acquisition
Limestone: Added 0.4 Bn MT new limestone reserves in Q4 FY’25, total reserves(Including Orient) reaching ~9 Bn MT.
3. Raw Material: ~40% of Fly Ash requirement under long term arrangement (will increase to
50%+ by 2028)
4. Enterprise Risk Management: Better enterprise risk management, 65% of total cost of
cement has synergies with group or where Group is market leader
5. Project Execution: Strong project execution framework to ensure capacity is met with
efficient design and optimized Capex/MT
6. Ground Network: Ground network (~1,10,000+ channel partners), stronger brand equity will
facilitate improved volumes and margins
Sept'22
FY'24
Oct'24
29th Apr'25
FY'28
7.
Strong Balance Sheet: Ambuja continues to remain debt free with net worth of Rs. 63,811 Cr, cash and cash equivalents of Rs. 10,125 Cr and Crisil AAA (stable) / A1+ credit rating maintained.
Adani Cement business will implement its accelerated capex program through internal accruals. Business will continue to remain debt free
26
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Ambuja Cement (consolidated): Cash & Cash Equivalents position
Synopsis of the movements in Cash & Cash Equivalent
Cash & Cash Equivalent for the last eleven quarters
Particulars
Opening balance as on 1st Apr 2024
(+) Cash flow from operating activities
(+) Cash flow from Investing activities
(+) Cash flow from Financing activities
Free Cash (other than lien marked )- as on 31st Mar 2025
(+) Lien marked cash for CCI and other ongoing matters
Total Cash & Cash Equivalents as on 31st Mar 2025
₹ Crs
1 15,999
3,675
(15,141)
5,592
9,812
313
10,125
Capex growth from existing 100 to 140 MTPA will be met through internal accruals and operating cash flows
2 32,448
Cash & Cash Equivalent for the last Seven quarters Cash & Cash Equivalent for the last Seven quarters
Penna Acq. 7,835 Cr
2
63,811
Sanghi Acq. 3,485 Cr
18,299
15,999
8,142
7,488 7,267
9,454
11,530 11,886 11,721
8,591
10,135
10,125
8,755
Jun'22
15th Sept'22
Sept'22 Dec'22 Mar'23 Jun'23 Sept'23 Dec'23 Mar'24 Jun'24 Sept'24 Dec'24 Mar'25
Under Holcim
Under Adani
Net worth increased by ₹ 12,969 Crs during FY’25 and now stands at ₹ 63,811 Crs.
Company continues to remains Debt Free
Crisil AAA (stable) / Crisil A1+ ratings maintained
1. Includes Lien marked Cash of 366 Cr
2. Net worth in Cr
27
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
04 ESG
Overview
28
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Adani Cement: Stakeholder value creation
Environmental
Society
Governance
− Committed to SBTi and GCCA for being Net
Zero by 2050
− Strong
commitment
to
Sustainable
Development (SD) 2030 Plan
− Major investments in Renewable Energy and
WHRS
− Geoclean, EcomaxX, AFR, alternate raw materials etc to build circularity & accelerate green products
− Focus on water positivity and circular
economy
− Spend made on various social development
program
− Outreach in 13+ states benefiting 5.7 Mn development
community
through
people projects
− Focus on Agro based livelihood, Water conservation, Health & Sanitation, Women Empowerment, etc.
• Enhanced Governance - In addition to the
statutory committees, there are 7 additional committees/sub-committees represented by independent directors
1. Legal, Regulatory & Tax Committee 2. Corporate Responsibility Committee 3. Public Consumer Committee
4.
Information Technology and Data Security Committee
5. Mergers and Acquisitions Committee 6. Commodity Price Risk Committee 7. Reputation Risk Committee
29
ADANI GROUP PROFILE
ADANI CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ESG Framework
Adani Group Vision & ESG Framework
Vision
To be a world class leader in businesses that enrich lives and contribute to nations in building infrastructure through sustainable value creation.
Policies
Assurance
Our ESG Ambition
ESG Guiding Framework
ESG Rating Agencies
• Net Zero
• Waste to Resource • Water Positive
• Biodiversity Positive
• Zero Harm • Engaged Communities
• Zero Non-Compliance
Guiding principle
Commitment
30
ADANI GROUP ADANI GROUP PROFILE PROFILE
AMBUJA CEMENT AMBUJA CEMENT OVERVIEW OVERVIEW
PERFORMANCE PERFORMANCE HIGHLIGHTS HIGHLIGHTS
ESG ESG UPDATE UPDATE
ACCOLADES & ACCOLADES & AWARDS AWARDS
ABBREVIATIONS ABBREVIATIONS
ESG Ratings
RATING AGENCIES
AMBUJA
DJSI(2024)
CDP - CC
CDP - WS
60
B
B
ACC
64
B
B
Sustainalytics
28.6 Medium risk
22.2 Medium risk
MSCI
BB
-
31
ADANI GROUP ADANI GROUP PROFILE PROFILE
AMBUJA CEMENT AMBUJA CEMENT OVERVIEW OVERVIEW
PERFORMANCE PERFORMANCE HIGHLIGHTS HIGHLIGHTS
ESG ESG UPDATE UPDATE
ACCOLADES & ACCOLADES & AWARDS AWARDS
ABBREVIATIONS ABBREVIATIONS
ESG Dashboard
Material topic
Ambuja
ACC
UN SDGs
Climate & Energy (Net specific CO2 emissions - Kg/T)
Climate & Energy (Green Power)
Circular Economy (Use of waste derived resources MnT/yr)
Water & Nature (Water Positive)
Water & Nature (Trees Planted - Million)
People & Community (beneficiaries – million)
440*
60%
21
10x
2.4 2.4 Million
2.4 5 Million
537
28%
8.1
12x
1.5
till FY 25
3.6
till FY 25
421*
60%
30
5x
5.9
3.5
484
18.0%
12
1.04x
4.9 5.1 Million till FY 24 till FY 25
4.9 2.1 Million till FY 24 till FY 25
Net Zero Commitment: Committed to Net Zero by 2050 with Near-Term (2030) targets validated; Ambuja and ACC are the only two cement companies in the country to make this commitment
32
32
* As per SBTi validated target
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Corporate Social Responsibility
33
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Corporate Social Responsibility (Ambuja Consolidated)
Livelihoods
Water Resource Management
Quality Healthcare
1,260 trainings on agricultural activities and 576
trainings on Agri Allied Activities.
21,695 tones Biomass supplied to Ambuja 3,167 Youth trained under SEDI 58 newly SHGs formed New course launched in AI-Data Science in SEDI
Darlaghat and Nalagarh
SEDI Sankrail organized a Job Fair with 16 companies
present for placement opportunities with over 800 candidates selected.
*RRWHS – Rooftop Rainwater Harvesting Systems *SHGs – Self-Help Groups *SEDI – Skill & Entrepreneurship Development Institute NCD – Non-Communicable Diseases ABS – Association of Brest Surgeons, UK ABSI – Association of Breast Surgery, India
33 RRWHS constructed 83 Awareness camps on water resource management 735 hectares covered under Micro irrigation 829 hectares covered under Soil and Water Conservation
35,526 truckers and allied population reached through
health activities
13,062 beneficiaries screened under NCD program 353 Awareness sessions on WASH in schools Three Day Workshop on Breast Cancer organized with AIIMS Bathinda, ABS UK, ABSI and Punjab Medical Council. Over 300 frontline health workers participated.
34
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Corporate Social Responsibility (Ambuja Consolidated)
Achievements
Events
ICC Social Impact Award 2025 – Ambuja Sankrail won in the Employment through Vocational Skills category
FPC Bhuamrit won the first prize in the
Organic Product Category at the Grameen Baharat Mahotsav
FPC Shivam Milk Producers Cooperative
Dairy Society Ltd honored with an award by the Chief Secretary of Himachal Pradesh
Ambuja Manovikas Kendra celebrates 25 years of service provided to individuals with Special Needs and their families
World Cancer Day street plays were organized
in locations
Republic Day celebrated across locations National Youth Day celebrated across SEDI
centers
World Water Day celebrated across locations
*ICC – Indian Chamber of Commerce *FPC – Farmer Producer Company
35
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Board & Committee Structure *
Board of Directors
Statutory Committees
Governance Committees
Audit Committee
CSR Committee
Nomination & Remuneration Committee
Corporate Responsibility Committee
Public Consumer Committee
Info.Tech & Data Security Committee
Stakeholder Relationship Committee
Risk Mgt. Committee
Key committees like Audit, NRC, CRC & Public Consumer Committee
comprise of 100% independent directors
Reputation Risk Committee
M&A Committee
Commodity Price Risk Committee
Meeting Frequency:
Composition:
Legal, Regulatory & Tax Committee
Quarterly
Half Yearly
As and when
100% Independent
75% Independent
50% Independent
* Every year independent evaluation of Independent Directors
99 % Board attendance Ambuja Cements is placed in the 'Good' category by Institutional Investor Advisory Services (IiAS) in the Indian Corporate Governance Scorecard (2023)
36
ADANI GROUP ADANI GROUP PROFILE PROFILE
AMBUJA CEMENT AMBUJA CEMENT OVERVIEW OVERVIEW
PERFORMANCE PERFORMANCE HIGHLIGHTS HIGHLIGHTS
ESG ESG UPDATE UPDATE
ACCOLADES & ACCOLADES & AWARDS AWARDS
ABBREVIATIONS ABBREVIATIONS
Quick links (From Ambuja & ACC websites)
Particulars
Ambuja
ACC
Policy Framework
Sustainability Report (FY’24)
Integrated Annual Report (FY’24)
Digital BRSR
ESG Profile
Tax Transparency Report *
Link
Link
Link
Link
Link
Link
Link
Link
Link
Link
Link
Link
* Contribution towards economic development & sustainability Rs 15,284 Cr (FY’24)
37
37
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
05 Accolades
& Awards
38
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Accolades & Awards
receives 2024 DET Ambuja Cements Hurun Pioneer in Cement Manufacturing and Infrastructure Impact
Cements'
Plant Ambuja felicitated with Kalinga National Safety Excellence Award Platinum category by IQEMS
Sankrail
the
in
Ambuja Cements’ four sites felicitated with 3-star rating award by Vision Zero System India at IIT Delhi
ACC’s Thondebavi plant recognised with Best Industry Safety Award by Director of Factories & Boilers, Govt. of Karnataka
39
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
06Abbreviations
40
ADANI GROUP PROFILE
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ESG UPDATE
ACCOLADES & AWARDS
ABBREVIATIONS
Abbreviations
AEL
ATGL
Adani Enterprises Limited
Adani Total Gas Ltd
APSEZ
Adani Ports and Special Economic Zone Limited
AESL
APL
AGEL
AAHL
ARTL
ANIL
AWL
ADL
NDTV
AIMSL
OCL
GDP
MSCI
Adani Energy Solutions Limited
Adani Power Limited
Adani Green Energy Limited
Adani Airport Holdings Limited
Adani Roads Transport Limited
Adani New Industries Limited
Adani Wilmar Limited
Adani Digital Limited
New Delhi Television Ltd
Adani Infra Mgt Services Pvt Ltd
Orient Cement Limited
Gross Domestic Product
Morgan Stanley Capital International
NABARD
National Bank For Agriculture And Rural Development
LC
Letter of Credit
RRWHS
Rainwater Harvesting System
SBTi
SD
CSR
ICC
Science Based Targets initiatives
Sustainable Development
Corporate Social Responsibility
Indian Chamber of Commerce
NQXT
North Queensland Export Terminal
ENOC
Energy Network Operation Centre
MnT.
CLC
PLI
TCO
AFR
WHRS
MTPA
BCT
IHB
GU
EC
O&M
PSU
NBFC
GCCA
ESG
B2C
SEDI
SHG
TSR
OPC
NCD
Million Tonne
Clinker and Cement
Production Linked Incentive
Total Cost Basis
Alternate Fuels and Raw Material
Waste Heat Recovery System
Million Tonne Per Annum
Bulk Cement Terminal
Individual Home Builder
Grinding Unit
Environment Clearance
Operations & Maintenance
Public Sector Undertaking
Non-Banking Financial Company
Global Cement Concrete Association
Environmental, Social & Governance
Business to Consumer
Skill and Entrepreneurship Development Institute
Self Help Group
Thermal Substitution Rate
Ordinary Portland Cement
Non-Communicable Diseases
FI
RMX
BCCI
UoM
PMT
KPI
FPC
GCC
EPC
CU
DJSI
Financial Institution
Ready- Mix Concrete
Bulk Container Corporation of India
Unit of Measurement
Per Metric Tonne
Key Performance Indicators
Farmer Producing Company
Global Capability Centre
Engineering, Procurement and Construction
Clinkerization Unit
Dow Jones Sustainability Index
CDP-CC
CDP Climate Change
CDP-WS
CDP Water Security
UN SDG
United Nations Sustainable Development Goals
BCFC
WASH
ABS
ABSI
NRC
CRC
Bottom Discharge Wagon
Water, Sanitation & Hygiene
Association of Brest Surgeons
Association of Breast Surgery, India
Nomination and Renumeration Committee
Corporate Responsibility Committee
41
Details of Q4 FY’25 Earnings call
AMBUJA CEMENT OVERVIEW
PERFORMANCE HIGHLIGHTS
ADANI GROUP PROFILE
ESG UPDATE
ACCOLADES & AWARDS
Management Representation
Mr. Vinod Bahety - Chief Executive Officer
Mr. Rakesh Tiwari - Chief Financial Officer
Details of the conference call
Time: 2:00 PM IST on Tuesday, April 29, 2025
Conference dial-in:
India (Mumbai)
USA
UK
+91 22 6280 1458
+91 22 7115 8846
+1 866 7462 133
+0 808 1011 573
Singapore Toll Free No.
+800 1012 045
Hong Kong Toll Free No.
+800 9644 48
ABBREVIATIONS
42
Disclaimer
Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Ambuja Cements Limited (“Ambuja”), the future outlook and growth prospects, and future developments of the business and the competitive and regulatory environment, and statements which contain words or phrases such as ‘will’, ‘expected to’, etc., or similar expressions or variations of such expressions. Actual results may differ materially from these forward-looking statements due to number of factors, including future changes or developments in their business, their competitive environment, their ability to implement their strategies and initiatives and respond to technological changes and political, economic, regulatory and social conditions in India. This presentation does not constitute a prospectus, offering circular or offering memorandum or an offer, or a solicitation of any offer, to purchase or sell, any shares and should not be considered as a recommendation that any investor should subscribe for or purchase any of Ambuja’s shares. Neither this presentation nor any other documentation or information (or any part thereof) delivered or supplied under or in relation to the shares shall be deemed to constitute an offer of or an invitation by or on behalf of Ambuja.
Ambuja, as such, makes no representation or warranty, express or implied, as to, and does not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein. The information contained in this presentation, unless otherwise specified is only current as of the date of this presentation. Ambuja assumes no responsibility to publicly amend, modify or revise any forward-looking statements, based on any subsequent development, information or events, or otherwise. Unless otherwise stated in this document, the information contained herein is based on management information and estimates. The information contained herein is subject to change without notice and past performance is not indicative of future results. Ambuja may alter, modify or otherwise change in any manner the content of this presentation, without obligation to notify any person of such revision or changes.
No person is authorized to give any information or to make any representation not contained in and not consistent with this presentation and, if given or made, such information or representation must not be relied upon as having been authorized by or on behalf of Ambuja.
This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of this presentation should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration therefrom.
CA. DEEPAK BALWANI Head - Investor Relations deepak.balwani@adani.com
Ambuja Cements Limited Registered office: Adani Corporate House, Shantigram, Near Vaishno Devi Circle, S.G. Highway, Ahmedabad – 382421. Ph +91 79265 65555 www.ambujacement.com; CIN: L26942GJ1981PLC004717
43