Ambuja Cements Limited · NSE:AMBUJACEM
Ambuja Cements — Investor Presentation (April 2024)
26 slides from Ambuja Cements's investor presentation, Apr 12, 2024
Slide 1: Regulation 30 disclosure cover letter
12th April, 2024 To National Stock Exchange of India BSE Limited Luxembourg Stock Exchange Limited Scrip Code: AMBUJACEM Scrip Code: 500425 Code: US02336R2004 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Investor Presentation. Dear
Slide 2: Adani Cement (Ambuja, ACC, Sanghi)
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Adani Cement (Ambuja, ACC, Sanghi) 12th April, 2024 1
Slide 3: Contents
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Contents 01 Adani Group 02 Industry 03 Growth Profile Overview Strategy 11 3 8 04 05 ESG 06 Management Digital 23 16 18 Team 2
Slide 4: Adani Group Profile
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 01 Adani Group Profile 3
Slide 5: Adani Portfolio: A World class infrastructure & utility portfolio
Adani Portfolio: A World class infrastructure & utility portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Emerging B2C Materials, Metal & Incubator Energy & Utility Transport & Logistics Direct to consumer Mining (72.6%) (56.4%) (73.2%) (65.9%) (100%) (63.2%) AGEL AESL APSE
Slide 6: Adani Portfolio: Decades long track record of industry best growth
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 Growth 4x 6 EBITDA 70% 1,2 EBITDA 92% 1,4 AEL Growth 3x APSEZ 6 Growth 1.4x 6 AGEL ATGL Adani’s Core Infra. Platfo
Slide 7: Adani Portfolio: Repeatable, robust & proven transformative model of investment
Adani Portfolio: Repeatable, robust & proven transformative model of investment Phase Development Operations Post Operations Center of Excellence Project Management & Assurance Group AIMSL1 Policy -Strategy - Risk Origination Site Development Construction Operation Capital Mgmt Activity • Analysis &
Slide 8: Iconic brands with cumulative 150 years of history that shaped the industry
Iconic brands with cumulative 150 years of history that shaped the industry Heritage Strength India‘s 1st Cement Company, Inter- Original disruptor with Virat generational legacy which pioneered Compressive Strength Pioneered product development brand building & technical services – Indian Cement in
Slide 9: Industry Overview
“India to be USD 30 Trillion Economy by 2050” ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS Mr. Gautam Adani 02 Industry Overview 8
Slide 10: Infrastructure and Housing sectors to keep Cement Demand vibrant
Infrastructure and Housing sectors to keep Cement Demand vibrant Housing • Govt. of India promotional scheme for rural housing to push demand • Aspirational India (per capita GDP ~ USD 3000 by 2025) 10% - 14% 11% - 15% • Working age population of 1 Bn by 2030 • Rising shift from rental to own house
Slide 11: Indian Cement Industry – High growth expected
Indian Cement Industry – High growth expected 702 2nd largest producer of cement (550 Mn MT) – 8% share of Global capacity (6,875 Mn MT) 556 550 Supply At 270 kg per Capita Cement consumption (world 422 Demand average of 520 kg), India is 1/2 of the global average 1/8th of China. Next 5 years,
Slide 12: Growth Strategy
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 03 Growth Strategy 11
Slide 13: Adani Cement – Capacity Enhancement Enablers
Adani Cement – Capacity Enhancement Enablers 1. Land: land already in possession/ available with group / in advance Cement Capacity (Mio T) stages of acquisition 2. Limestone: Cumulative ~8000 Mn MT limestone reserve in 150 possession at NIL to nominal premium 3. Raw Material: 40 % of Fly Ash requir
Slide 14: Adani Cement – Leadership
Adani Cement – Leadership Adani Cement – Differentiating factors 1. Highest premium product volume @ 23% of trade sales 2. Trade sales @ 75% vs industry @ 65% 3. Flyash absorption @ 30% highest amongst peers 4. Green power @ 31% by ‘25, target of 60% by FY’28 of increased cement capacity 5. Thermal
Slide 15: Leverage - Group and Group Synergy
Leverage - Group and Group Synergy Realty Supply to upcoming projects – Dharavi, Navi Fly Ash Mumbai Airport, Ganga Utilization of fly ash Expressway generated from Coal power plants Use AEL / ANR expertise operated by Adani in procuring coal and Power (APL) mining operations People Talent movement
Slide 16: Cost Leadership Journey
Cost Leadership Journey Cost PMT (Rs/ton) EBIDTA PMT (Rs/ton) EBIDTA Margin (%) +348 +8 PP -6% 4,907 1,225 21.3 4,591 877 13.3 FY’23 FY’24 FY’23 FY’24 FY’23 FY’24 15 M 9M 15 M 9M 15 M 9M This accelerated journey of business growth will be achieved through strong focus on – Growth – Accelerated capac
Slide 17: Digital
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 04 Digital 16
Slide 18: Intelligent PHYGITAL Infrastructure
Intelligent PHYGITAL Infrastructure Gagal Darla / Suli Nalagarh Ropar Bhatinda Roorkee Dadri Rabriyawas Ametha Cement Marwar Mundwa Tikaria Chaibasa Farakka Mining Sindri Navalakhi Sankrail & Coal Ambujanagar Damodhar Dahej Bargarh Power Muldwarka Surat Panvel Bhatapara BCCI Data Centre Jamul Chanda
Slide 19: ESG
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 05 ESG 18
Slide 20: ESG Dashboard
ESG Dashboard Material topic Ambuja ACC UN SDGs * * Climate & Energy (Net specific CO2 emissions - Kg/T) 453 504 400 475.5 Circular Economy (Use of waste derived resources MnT/yr) 21 8.6 30 12.0 Water & Nature (Fresh water consumption 10x 8x 5x 1x L/T of Cementitious Water positive material) Water p
Slide 21: ESG Ratings
ESG Ratings RATING AGENCIES AMBUJA ACC DJSI(2023) 60 61 CDP - CC B A- CDP - WS B B Sustainalytics 25.1 Medium 29.3 Medium risk risk Ambuja Cements wins Gold for water positivity and Silver for plastic MSCI B - waste co-processing at the SKOCH Awards 2024, underscoring our steadfast commitment to Wit
Slide 22: Corporate Social Responsibility
Corporate Social Responsibility Assistant Electrician Women IG activity Soil Health Check up Camps Sprinkler irrigation Training testing, Kymore – Health: 1,394 awareness camps on Menstrual Hygiene Management (MHM); 5 Healthcare centers cater to healthcare needs of approx. 27,943 truckers and allied
Slide 23: Board & Committee Structure
Board & Committee Structure Board of Directors Governance Committees Statutory Committees Audit CSR Risk Mgt. Public Committee Committee Committee Consumer 2 2 Committee 1 Stakeholder Nomination & Corporate 1 Relationship Remuneration Responsibility Committee Committee Committee 3 1 1 Reputation Com
Slide 24: Management Team
ADANI GROUP ADANI CEMENT PERFORMANCE ESG ACCOLADES & ABBREVIATIONS PROFILE OVERVIEW HIGHLIGHTS UPDATE AWARDS 06 Management Team 23
Slide 25: Strengthened by Effective Management
Strengthened by Effective Management Other ManCom members Mr. Sukuru Ramarao Chief Operating Officer – Cement Manufacturing Mr. Ramesh Sharma Chief Operating Officer – Mr. Karan Adani Business Operations Non-Executive director Mr. Sanjay Kumar Gupta Chief Procurement Officer Mr. Praveen Kumar Garg C
Slide 26: 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