Q4 2025 Ambuja Cements Ltd Earnings Call Transcript
Key Points
- Ambuja Cements Ltd (BOM:500425) has crossed 100 million tonnes of cement capacity, becoming the ninth largest cement company globally.
- The company achieved a revenue of INR9,889 crores, up by 11% year-on-year, driven by strong market strategies and increased premium product sales.
- Operational costs have been reduced through better fuel management and increased use of green power, leading to a 14% reduction in kiln fuel costs.
- The company has secured 367 million tonnes of new limestone reserves, increasing total reserves to over 9,000 million metric tons.
- Ambuja Cements Ltd (BOM:500425) is on track to achieve 118 million tonnes capacity by FY26 and 140 million tonnes by FY28, primarily through organic expansions.
- The company faces challenges in ramping up utilization at acquired units like Sanghi, which is currently under 60% utilization.
- There is a need for significant investment in infrastructure and maintenance, particularly for older assets that may require impairment.
- Despite improvements, the company's EBITDA per tonne is still trailing behind some competitors, indicating room for cost optimization.
- The integration of recent acquisitions such as Penna and Orient Cement requires careful management to realize expected synergies.
- The company is still working towards achieving its cost reduction target of INR3,650 per tonne by FY28, indicating ongoing cost pressures.
Ladies and gentlemen, good day, and welcome to the Ambuja Cement Limited Q4 FY25 earnings call hosted by HDFC Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rajesh Ravi from HDFC Securities Limited. Thank you, and over to you, sir.
Thank you, Elrick, and thank you, everyone, for joining in this call. I welcome you all from -- on behalf of HDFC Securities.
I now hand over the call to Mr. Deepak Balwani, Head of Investor Relations. Over to you, Mr. Deepak.
Thank you, Rajesh. First of all, apologies for the delay. On behalf of Ambuja Cements, I would like to extend a warm welcome to all participants joining us for the earnings call for the fourth quarter FY25. Ambuja Cement Limited is one of the India's leading cement companies and a member of the diversified Adani Group, the largest and the fastest-growing portfolio of
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