Q1 2025 Sanghi Industries Ltd Earnings Call Transcript
Key Points
- Sanghi Industries Ltd (BOM:526521) achieved a revenue of INR8,311 crores, driven by strong market management and expansion of the dealer network.
- The company has increased its cement capacity by 32% since acquisition, translating to 21.4 million tonnes.
- Energy costs declined by 13% due to better fuel management, resulting in a reduction in fuel costs by 17%.
- Transportation costs decreased by 8% due to footprint optimization and increased direct dispatches to customers.
- Sanghi Industries Ltd (BOM:526521) remains debt-free, with capacity growth funded through internal accruals and operating cash flows.
- The company experienced a decline in cement prices, impacting EBITDA per tonne.
- There were capacity constraints in the East and South regions, affecting volume growth.
- High maintenance costs are expected in the second quarter due to scheduled plant shutdowns.
- The company faces challenges in achieving its target of reducing operating costs to INR3,650 per tonne by FY28 due to inflation and other factors.
- The integration of Penna Cement and other acquisitions may pose operational challenges and require significant investment.
Ladies and gentlemen, good day and welcome to the Ambuja Cements Q1 and FY25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded conference.
I now hand the conference over to [Mr. Jashandeep Cham Nomura]. Thank you. And over to you, sir.
Thank you, operator. Good afternoon, everyone, and thank you for joining the call. Without much ado, I will transfer the call to Mr. Deepak Balwani, Head of Investor Relations. Mr. Deepak, over to you.
Thank you, Jashandeep. It is indeed my pleasure to welcome all of you to Ambuja earnings quarter call for Q1 FY25, and we just implemented, along with its listed subsidiary, ACC and Sanghi, is one of the India's leading cement companies; and a member of a diversified Adani Group, the largest and fastest-growing portfolio of diversified sustainable businesses.
I hope you all had a chance to go through our financial results,
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