Ambuja Cements will continue to grow at a faster speed than the industry.

Ambuja Cements will continue to grow at a faster speed than the industry.    

• Ambuja Cements Limited, the cement and building materials company of the diversified Adani Portfolio
• Net Zero commitment - Partnered with Finland-based Coolbrook to leverage zero-carbon rotodynamic heating technology.
• Addition of 631 Mn MT Limestone reserves during Dec’24 Qtr. taking total reserves to 8.3 Bn MT   
• Capacity to hit 104 MTPA by Q4 FY’25, 118 MTPA by FY’26 and 140 MTPA by FY’28  
• Orient Cement acquisition expected to be closed in Q4 FY’25. Merger of Penna and Sanghi under progress   
•   Commissioned 200 MW Solar Power at Khavda, will lead to reduction in power cost in upcoming quarters
• Cash & Cash Equivalent at Rs. 8,755 Cr (14% of the Net worth) 
• Net worth stood at Rs. 62,535 Cr, Nil Debt 
• The significant boost in efficiencies, enhanced market presence and cost leadership aligned with Group synergies have been the growth drivers for the cement business. 
• Efficiency investments & digitisation initiatives have started to yield results. 
• The Company remains committed to maintain its cost and market leadership in coming quarters 
• Increased use of low cost Imported Petcoke and efforts to reduce cost of domestic coal (e-auction coal, efficient logistics, group synergies) has helped to reduce kiln fuel cost by 10% from Rs. 1.84 to Rs. 1.66 per ’000 Kcal. 
• Supply from Krishnapatnam Grinding Unit to Cochin and Mangalore market through sea route has commenced and this will help in optimizing freight costs and boost profitability 
• For Ambuja (consolidated), business level working capital stands at 31 days, reflecting agility in unblocking the funds in inventory and receivables   
• Ambuja Cements Limited, is one of India's leading cement companies and a member of the diversified Adani Group – the largest and fastest growing portfolio of diversified sustainable businesses. 
• Ambuja Cements, with its subsidiaries has taken the Adani Group’s cement capacity to 89 MTPA with 22 integrated cement manufacturing plants and 21 cement grinding units across the country.      

ACC delivers remarkable performance in Q2 PAT @ Rs. 1,119 Cr, up 460% YoY

• Net worth at Rs. 19,937 Cr, up by Rs 1,151 during the quarter, continue to remain Debt Free, highest rating of Crisil AAA (Stable)/ Crisil A1+  
  
• ACC Limited, part of the diversified Adani Portfolio and the fastest-growing building materials and solutions company, delivered exceptional Q2 FY’26 performance with strong growth in sales volumes and a sharp rise in EBITDA, sustaining momentum through the start of the fiscal year. 
• The Company’s ‘Reimaginaction’ drive continues to bring positive traction across key value levers. 
• This achievement reflects enhanced operational efficiency and a sharper customer-centric approach, supported by a focused transformation agenda, disciplined execution, wider accessibility of premium solutions driven by recent tax reforms, and rapid digital integration across the dealer, contractor and logistics ecosystem
  
• Mr Vinod Bahety, Whole-Time Director & CEO, ACC Limited, said: “This quarter has been instrumental for the cement sector. Despite the challenges from prolonged monsoons, the sector stands to benefit from several favourable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess. These developments will support steady demand momentum going forward. Salai Banwa, Kalamboli expansion projects will add 3.4 MTPA during this year. Plant debottlenecking will unlock capacity of 5.6 MTPA, Logistics debottlenecking will help improve utilization levels. As part of the larger Adani Cement family and under the parentage of Ambuja Cements, ACC is benefitting from the Group’s integrated ecosystem — spanning logistics, renewable energy, and innovation. Ambuja’s strategic investments in this ecosystem are also helping ACC’s expansion, cost improvement and transformation. The upcoming clinker capacities of Ambuja ~ 30 MTPA, 1000 MW of RE power will also be available for ACC under MSA, which will continue its growth momentum. The outlook for the balance of FY’26 remains positive, led by cost improvement, premiumization and digitisation.” 
  
• Operational Highlights: 
•  Synergies with Ambuja and associates (Penna, Sanghi, Orient) bringing significant benefits in business operations 
•  Adani Cement business RE capacity reached 673 MW, ACC to benefit from reduced power cost 
•  Salai Banwa, Kalamboli expansion program on track, will add 3.4 MTPA capacity in Q3. Plant debottlenecking to unlock additional capacity of 5.6 MTPA by FY 28 at much lower capex of USD 48/MT. 
• Operating leverage to reduce cost by at least 5%. 
•  Logistics debottlenecking initiative to improve existing capacity utilisation by 3% 

 

Ambuja Cements open offer to Sanghi Industries at Rs 121.90.

• https://youtu.be/sLbDL5SXzYU?si=jLQRnhFB-nab9G-0
  
• Sanghi Industries is loss making business that Adani ( Ambuja Cements )  will transform
  
• ACL in a separate statement informed that it "successfully completes acquisition of Sanghi Industries, funded entirely through internal accruals" at an enterprise value of Rs 5,185 crore.
  
• SIL, has a 2,700-hectare integrated manufacturing unit at Sanghipuram in coastal Gujarat. It has India's largest single-location cement and clinker production facility.
  
• Recognizing the Adani Group's expertise in marine infrastructure, plans are underway to expand the Sanghipuram port's capacity to handle larger vessels, facilitating cost-effective transportation of clinker and cement via sea routes
  
• it has a captive jetty in Sanghipuram, which Adani group plans to make investments to expand the captive port capacity of to handle vessel sizes of 8,000 DWT (deadweight tonnage), Adani Ports and Special Economic Zones (APSEZ) CEO Karan Adani had said while announcing the deal.