Ambuja in Global Context

 

  • Ambuja in Global Context 


  • Capacity & Expansion: Total cement capacity reached ~107 MTPA in Q2, well on track to achieve target of 118 MTPA by FY 26 and 155 MTPA by FY’28 (upped from earlier target capacity of 140 MTPA).
  • Net worth at Rs. 69,493 Cr, Company remains debt free and continues to maintain highest rating Crisil AAA (stable) / Crisil A1+
  • • World’s 9th largest cement company, among the fastest growing with the world’s highest altitude cement plant. 
  • • World’s first cement company to join the Alliance for Industry Decarbonization (AFID), under the International Renewable Energy Agency (IRENA). 
  • • Ambuja along with it’s subsidiary ACC are India’s leading and globally one of the four large scale cement companies with science-based net-zero targets validated by the SBTi for near term 2030 and long term 2050.
  • CiNOC - infusing an AI layer deep into enterprise fabric, transforming every plant, process, and person into part of a self-learning, high-velocity operating network. Through a web of Agentic AI teammates, are fusing human judgment with machine precision enabling systems to sense, decide, and act autonomously across sales, production and logistics. This will bring a paradigm shift in operations. 
  • • MoU with CONCOR for movement of Tank Containers will help to optimise logistics costs & facilitate in net zero emission commitment. The partnership also opens pathway for setting up Bulk Cement Terminals (BCTs) which will be announced in due course.
  • Integration of Acquired Assets: 
  • • Orient, Penna and Sanghi have moved ~100% into Adani Cement (Ambuja/ACC) brands with positive response from dealers, other supply chain partners and end customers. A higher sales promotion cost of Rs. 30 PMT was absorbed this quarter. 
  • • Acquired assets major maintenance completed and cost of Rs. 42 PMT absorbed this quarter. 
  • • Orient EBITDA is in line with expectations, Penna and Sanghi will see improvement on account of higher capacity utilisation & operational excellency, resulting improved consolidated EBITDA in coming quarters.
  • Adani Cement capacity average age in 2022 was 38 years, influenced by legacy of ACC assets (average age of 50 years). 
  • Average age has improved by almost 40% and will further sharply improve at 155 MTPA by FY28. This will provide opportunities for improved efficiency and better operating leverage. 
  • • As a business, are getting younger by the day with plant average falling by almost 50% by FY28.

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