Slide 1: Exchange filing cover letter for investor presentation
29th April 2025 To National Stock Exchange of India BSE Limited Luxembourg Stock Limited Exchange Scrip Code: AMBUJACEM Scrip Code: 500425 Code: US02336R2004 Sub: Investor Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015. Dear Sir/ Madam, In
Slide 2: Q4 & FY'25 Operational & Financial Highlights
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Q4 & FY’25 Operational & Financial Highlights 1
Slide 3: Ambuja crosses 100 MTPA Capacity
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Ambuja crosses 100 MTPA Capacity Successfully completed acquisition of Orient Cement (in Apr’25) Successfully commissioned 2.4 MTPA brownfield expansion of GU in Farakka (WB), debottlene
Slide 4: Performance at a glance Q4 FY'25
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Performance at a glance Q4 FY’25 Ambuja Cement consolidated Highest ever operating EBITDA in a quarter at Rs 1,868 Cr, up by 10% YoY VOLUME REVENUE EBITDA PAT (in MnT CLC) (in R Cr) (Excludi
Slide 5: Performance at a glance FY'25
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Performance at a glance FY’25 Ambuja Cement consolidated Highest ever annual volume at 65.2 Mn T, up by 10% YoY VOLUME REVENUE EBITDA PAT (in MnT CLC) (in R Cr) (Excluding other income, (in
Slide 6: Builders of Progress in India
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Builders of Progress in India Development Operations Value Creation Well poised for Growth Asset Footprint Stakeholders Crossed 100 MTPA capacity (~ 50% capacity addition • Pan India asset f
Slide 7: Contents
Contents Adani Group Performance Accolades and Profile Highlights Awards 1 2 3 4 5 6 Ambuja Cement ESG Updates Abbreviation Overview 6
Slide 8: Adani Group Profile
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 01 Adani Group Profile 7
Slide 9: Adani: A World Class Infrastructure & Utility Portfolio
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal Direct to Incubator Energy & Utility T
Slide 10: Adani Portfolio: Decades long track record of industry best growth
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani Portfolio: Decades long track record of industry best growth with national footprint Secular growth with world leading efficiency National footprint with deep coverage Growth 3x 6 Grow
Slide 11: Adani Portfolio: Repeatable, robust & proven transformative model of investment
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani Portfolio: Repeatable, robust & proven transformative model of investment DEVELOPMENT1 OPERATIONS CONSUMERS 2 New C.E.O. Adani Infra (India) Limited (AIIL) | ITD Cementation Ltd. | PSP
Slide 12: Ambuja Cement - Overview
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 02 Ambuja Cement - Overview 11
Slide 13: Advantage - Group Synergy
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Advantage - Group Synergy Realty Group land bank; Group Cement/Concrete Fly Ash requirement (Dharavi, Navi Mumbai Airport, Fly ash sourced from group’s Ganga expressway), EPC business power
Slide 14: Enablers for Cement demand
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Enablers for Cement demand 1. National Infra Boom: 2. Urbanization Fully Residential & Commercial constructions: (a) Bharatmala Pariyojna 83,677 km of roads with Capex of Rs 5.35 Lakh Cr a)
Slide 15: Presence in 31 states & union territories and 635+ districts
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Presence in 31 states & union territories and 635+ districts (~79%)2 Gagal Darla / Suli For the Quarter Ended March 31, 2025 Ropar Nalagarh Asian Nalagarh Rajpura Bhatinda Roorkee 100+ MTPA
Slide 16: Iconic brands with cumulative 120+ years history
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Iconic brands with cumulative 120+ years history that shaped the industry Strength Heritage Pioneered brand building & technical services India‘s 1st Cement Company, Inter-generational Marke
Slide 17: Performance Highlights
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 03 Performance Highlights 16
Slide 18: On track to achieve targeted Growth more efficiently
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS On track to achieve targeted Growth more efficiently – Cement capacity of 100+ MTPA achieved and with the planned organic expansion plan, company is well poised to achieve the targeted capac
Slide 19: Financial results (for the Quarter)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Financial results (for the Quarter) Ambuja Consolidated Ambuja Standalone ACC Standalone Sanghi Particulars UoM Mar’25 Dec’24 Mar’24 Mar’25 Dec’24 Mar’24 Mar’25 Dec’24 Mar’24 Mar’25 Dec’24 M
Slide 20: Ambuja Cement (Consolidated) Cement Business (% Change YoY)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Ambuja Cement (Consolidated) Cement Business (% Change YoY) SALES VOLUME - CLC NSP EBITDA (Incl. RMX) (Excl. Other EBITDA (Incl. RMX) (MnT) (₹/bag Cement) Income) (₹ Cr & Margin) (Excl. Othe
Slide 21: Ambuja Cement (Consolidated) Cement Business cost trends
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Ambuja Cement (Consolidated) Cement Business (% Change YoY) RAW MATERIAL POWER AND FUEL FREIGHT AND FORWARDING OTHER EXPENSES (₹/ton) (₹/ton) (₹/ton) (₹ /ton) 7% 2% 2% 3% 732 1,248 1,258 787
Slide 22: ACC (Consolidated) Cement Business (% Change YoY)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS ACC (Consolidated) Cement Business (% Change YoY) SALES VOLUME - CLC NSP EBITDA (Excl. Other Income) EBITDA (MnT) (₹/BAG) (₹ Cr & Margin) (Excl. Other Income) (₹ /ton) 14% 3% 1% 13% 11.9 837
Slide 23: ACC (Consolidated) Cement Business cost trends
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS ACC (Consolidated) Cement Business (% Change YoY) RAW MATERIAL POWER AND FUEL FREIGHT AND FORWARDING OTHER EXPENSES (₹/ton) (₹/ton) (₹/ton) (₹ /ton) 8% 22% 8% 12% 760 930 1,018 790 727 492 4
Slide 24: Capex updates
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Capex updates 23
Slide 25: Roadmap to 140 MTPA - 100+ at present, 118 by FY'26
ADANI GROUP AMBUJA CEMENT CEMENT PERFORMANCE PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Roadmap to 140 MTPA - 100+ at present, 118 by FY’26 and 140 MTPA by FY’28 Expansion Capacity (MTPA) Expected Status Update Project Clinker Cement completion Bhatapara Line
Slide 26: With 100+ MTPA, well placed to achieve targeted capacity 140 MTPA
ADANI GROUP AMBUJA CEMENT CEMENT PERFORMANCE PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS With 100+ MTPA, well placed to achieve targeted capacity 140 MTPA before FY’28 21 140 19 9 3 100 10 6 11 2 77 2 68 1 Ambuja’s Ametha Sanghi Ind Ltd. Dahej Asian Cement Amb
Slide 27: Adani Cement – Capacity Enhancement Enablers
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani Cement – Capacity Enhancement Enablers Cement Capacity (MTPA) 1. Land: land already in possession/ available with group / in advance stages of acquisition 2. Limestone: Added 0.4 Bn MT
Slide 28: Cash & Cash Equivalents position
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Ambuja Cement (consolidated): Cash & Cash Equivalents position Synopsis of the movements in Cash & Cash Equivalent Cash & Cash Equivalent for the last eleven quarters 2 2 32,448 63,811 Parti
Slide 29: ESG Overview
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 04 ESG Overview 28
Slide 30: Adani Cement: Stakeholder value creation
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani Cement: Stakeholder value creation Environmental Society Governance − Committed to SBTi and GCCA for being Net − Spend made on various social development • Enhanced Governance - In add
Slide 31: ESG Framework
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS ESG Framework Adani Group Vision & ESG Framework Vision Policies Guiding principle To be a world class leader in businesses that enrich lives and contribute to nations in building infrastructure through su
Slide 32: ESG Ratings
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS ESG Ratings RATING AGENCIES AMBUJA ACC DJSI(2024) 60 64 CDP - CC B B CDP - WS B B Sustainalytics 28.6 Medium 22.2 Medium risk risk BB - MSCI 31
Slide 33: ESG Dashboard
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS ESG Dashboard Material topic Ambuja ACC UN SDGs Climate & Energy * * (Net specific CO2 emissions - Kg/T) 440 537 421 484 Climate & Energy (Green Power) 60% 28% 60% 18.0% Circular Economy (Us
Slide 34: Corporate Social Responsibility
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Corporate Social Responsibility 33
Slide 35: Corporate Social Responsibility (Ambuja Consolidated)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Corporate Social Responsibility (Ambuja Consolidated) Livelihoods Water Resource Management Quality Healthcare 1,260 trainings on agricultural activities and 576 33 RRWHS constructed 3
Slide 36: Corporate Social Responsibility (Ambuja Consolidated)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Corporate Social Responsibility (Ambuja Consolidated) Achievements Events ICC Social Impact Award 2025 – Ambuja Ambuja Manovikas Kendra celebrates 25 years Sankrail won in the Employment
Slide 37: Board & Committee Structure
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Board & Committee Structure * Board of Directors Statutory Committees Governance Committees Audit CSR Nomination & Corporate Public Info.Tech & Committee Committee Remuneration Committee Res
Slide 38: Quick links (From Ambuja & ACC websites)
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Quick links (From Ambuja & ACC websites) Particulars Ambuja ACC Policy Framework Link Link Sustainability Link Link Report (FY’24) Integrated Annual Link Link Report (FY’24) Digital Link Lin
Slide 39: Accolades & Awards
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 05 Accolades & Awards 38
Slide 40: Accolades & Awards
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Accolades & Awards Ambuja Cements receives 2024 DET Hurun Pioneer in Cement Manufacturing and Infrastructure Impact Ambuja Cements' Sankrail Plant felicitated with Kalinga National Safety Ex
Slide 41: Abbreviations
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 06 Abbreviations 40
Slide 42: Abbreviations
ADANI GROUP AMBUJA CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Abbreviations AEL Adani Enterprises Limited NQXT North Queensland Export Terminal ENOC Energy Network Operation Centre ATGL Adani Total Gas Ltd MnT. Million Tonne FI Financial Institution AP
Slide 43: Details of Q4 FY'25 Earnings call
Details of Q4 FY’25 Earnings call ADANI GROUP PROFILE AMBUJA CEMENT OVERVIEW PERFORMANCE HIGHLIGHTS ESG UPDATE ACCOLADES & AWARDS ABBREVIATIONS Management Representation Mr. Vinod Bahety - Chief Executive Officer Mr. Rakesh Tiwari - Chief Financial Officer Details of the conference call Time: 2:
Slide 44: Disclaimer
Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Ambuja Cements Limited (“Ambuja”), the future outlook and growth prospects, and futu