Q2 2025 Sanghi Industries Ltd Earnings Call Transcript
Key Points
- Sanghi Industries Ltd (BOM:526521) remains debt-free, which strengthens its financial position.
- The company achieved a revenue of INR 7,516 crores, driven by strategic market management and expansion of dealer networks.
- Operational costs per tonne decreased by 4%, aided by a 10% decline in energy costs due to better fuel management.
- The company secured 70 million tonnes of new limestone reserves, ensuring long-term raw material availability.
- Sanghi Industries Ltd (BOM:526521) is on track to increase its cement capacity to 140 million tonnes by FY '28, with several projects underway.
- The company experienced a substantial year-on-year decline in pricing, impacting overall revenue.
- Some projects have faced delays due to heavy monsoons, affecting timelines for capacity expansions.
- There is a significant increase in other current assets and liabilities, impacting cash flow.
- The integration of newly acquired assets like Penna is still in progress, with some operational challenges.
- Despite strategic acquisitions, the company faces challenges in maintaining consistent volume growth organically.
Ladies and gentlemen, good day, and welcome to Ambuja Cements Limited Q2 FY '25 Earnings Conference Call hosted by Motilal Oswal Financial Services Limited. [Operator Instructions] Please note that this conference is being recorded.
I now hand the conference over to Mr. Sanjeev Kumar Singh from Motilal Oswal Financial Services Limited. Thank you, and over to you, sir.
Thank you. 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, Sanjeev. Wishing you all a very happy and a prosperous Diwali. It is my pleasure to welcome you all to Ambuja's Second Quarter FY '25 Earnings Call. Ambuja Cements 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 diversified, sustainable
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