Sanghi Industries Limited has informed the Exchange about Investor Presentation
01st August 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.: Addendum to Investor Presentation for the quarter ended on 30th June 2025
Dear Sir/ Madam,
In continuation of our letter dated 31st July 2025, we enclose herewith Addendum to the Presentation titled ‘Operational & Financial Highlights’ of the Company for the quarter ended on 30th June 2025.
The above information shall also be made available on the Company's website at www.sanghicement.com.
Kindly take the above on your record.
Thanking you,
Yours faithfully, For Sanghi Industries Limited
Pranjali Dubey Company Secretary & Compliance Officer
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
Response to Queries raised during Quarterly Earnings Call (31st July 2025) 1
Response to Queries raised during Quarterly Earnings Call (31st July 2025)
As clarified during the earnings call held on 31st July 2025, we are providing these responses as an addendum to the Investor presentation
Sr No. Queries
1
2
3
4
Please provide the Cement and Clinker volumes separately for Q1 FY’26, Q4 FY’25, and Q1 FY’25, along with the rationale for changes in reporting basis
Kindly provide the reasons for the increase in Power and Fuel costs (Rs / Ton) between Q4 FY’25 and Q1 FY’26
Can you provide bridge for Other Expenses PMT between statutory financials and the investor presentation?
Could you please provide a reconciliation of the cash position as of 31st March 2025 and 30th June 2025?
Page no.
3
4
5
6
2
Response to Queries raised during Quarterly Earnings Call (31st July 2025)
1. Please provide the Cement and Clinker volumes separately for Q1 FY’26, Q4 FY’25, and Q1 FY’25, along with the rationale for changes in reporting basis
Particulars
Volume Cement1
Volume Clinker1
Volume CLC1
Revenue from Operations 1
EBITDA (Excl. Other Income)
EBITDA (%)
UoM
MnT
MnT
MnT
₹ Cr
₹ Cr
%
EBITDA (PMT Cement)
₹ /Ton
Other Income
PBT
PAT
EPS (diluted)
₹ Cr
₹ Cr
₹ Cr
₹
Ambuja Consolidated
Ambuja Standalone
Jun’25
Mar’25
Jun’24
Jun’25
Mar’25
Jun’24
18.4
0.4
18.8
10,289
1,961
19.1%
1,069
256
1,333
970
3.20
18.2
0.5
18.7
9,981
1,868
18.7%
1,028
573
1,780
1,282
3.88
15.3
0.5
15.8
8,392
1,280
15.3%
835
355
10.5
0.5
11.0
5,515
872
15.8%
827
454
1,094
1,066
783
2.62
855
3.47
11.1
0.5
11.6
5,725
1,038
18.1%
938
442
1,197
929
3.77
9.0
0.3
9.3
4,552
646
14.2%
714
420
763
567
2.33
As clarified during the earnings call, Industry players highlight EBITDA PMT of cement (not clinker), and the Company has aligned with this approach. Prospectively, the Company will report based cement PMT. The clinker sales volume, as indicated above, is negligible.
1 Net of MSA sales for Ambuja consolidated
3
Response to Queries raised during Quarterly Earnings Call (31st July 2025)
2. Kindly provide the reasons for the increase in Power and Fuel costs (Rs / Ton) between Q4 FY’25 and Q1 FY 26
POWER AND FUEL (₹/ton)
8%
As clarified during the earnings call, costs have gone up vs. sequential qtr. i.e. Mar’25, mainly due to
− Impact of new asset i.e. Orient (Consolidation in Q1 FY26)
− Higher clinker production, there is a higher closing stock as also reflected in
1,367
higher inventory in balance sheet. The corresponding benefit will come in the
1,263
next quarter when the inventory will be consumed
− Lower TSR and WHRS mix mainly on account of planned kiln shutdowns at Jamul,
Mar-25
Jun-25
Chanda, Kymore plants
4
Response to Queries raised during Quarterly Earnings Call (31st July 2025)
3. Can you provide bridge for Other Expenses PMT between statutory financials and the investor presentation?
Particulars
UoM
₹ Crs
Other expenses as per P&L in Q1 FY’26
(-) Other expenses – RMX business
(-) Exception and Impact of acquired Assets1
Normalized Other Expenses (Cement related)
Cement Volume
Other expenses PMT
1 Last year Orient & Penna were not part of P&L
₹ Cr
₹ Cr
₹ Cr
₹ Cr
MnT
₹ /Ton
1,450
(29)
(177)
1,244
18.4
678
5
Response to Queries raised during Quarterly Earnings Call (31st July 2025)
4. Could you please provide a reconciliation of the cash position as of 31st March 2025 and 30th June 2025?
Synopsis of the movements in Cash & Cash Equivalent
Cash & Cash Equivalent for the last twelve quarters
Particulars
Opening balance as on 1st Apr 2025
(+) Operating EBITDA
(-) Outflow for orient acquisition
(-) Capex
(-) Dividend, Tax, Working capital changes & Others
Total Cash & Cash Equivalents as on 30th Jun 2025
₹ Crs
10,125
1,961
(5,906)
(1,929)
(1,280)
2,971
Cash
15,999
18,299
8,142
7,488
7,267
9,454
11,530
11,886
11,721
8,591
10,135
10,125
8,755
2,971
Jun'22
15th Sept'22
Under Holcim
Sept'22
Dec'22
Mar'23
Jun'23
Sept'23
Dec'23
Mar'24
Jun'24
Sept'24
Dec'24
Mar'25
Jun'26
Under Adani
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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.
For further info, please contact:
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
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