Q3 2025 Ambuja Cements Ltd and ACC Ltd Earnings Call Transcript
Key Points
- ACC Ltd (BOM:500410) achieved a revenue of INR9,329 crores, driven by strong focus on micro market management strategy and expansion of dealer network.
- Operational costs for the quarter decreased due to a 7% decline in energy costs, attributed to better fuel management and increased use of green power.
- The company commissioned a 200-megawatt solar power project in Gujarat and secured 631 million tonnes of new limestone reserves.
- ACC Ltd (BOM:500410) plans to expand its cement capacity to 140 million tonnes by FY28, with several new facilities and expansions underway.
- The company is making significant progress in its ESG commitments, aiming for net zero by 2050 and increasing the share of green power in its operations.
- EBITDA per tonne was reported at INR1,048, with concerns raised about the operational performance and cost structures of newly acquired assets.
- The company faced higher costs due to shutdowns for maintenance and retrofitting at several plants, impacting overall performance.
- Realization per tonne decreased sequentially, with challenges in maintaining premium pricing amidst market conditions.
- The integration of newly acquired assets like Penna and Sanghi is still in progress, with current utilization levels below optimal.
- There is a significant increase in other expenses, partly due to consolidation of new acquisitions and higher consumption of stores and spares.
Ladies and gentlemen, good day, and welcome to the Ambuja Cements Limited Q3 FY25 conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Parvez Qazi from Nuvama. Thank you, and over to you, sir.
Thank you, Sagar. Good afternoon, everyone, and thank you for joining the call. Without much delay, I will transfer the call to Mr. Deepak Balwani, Head of Investor Relations. Mr. Deepak, over to you.
Yes. Thank you, Parvez. On behalf of Ambuja Cements, I extend a very warm welcome to all the participants on the third quarter FY25 earnings call. Ambuja Cement Limited is one of the India leading cement companies and a member of a diversified Adani Group, the largest and the fastest-growing portfolio of diversified sustainable businesses. Our financial results, investor presentation and press release are now available on stock
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