Sanghi Industries Ltd (SANGHIIND) — concall transcript | 31 December 2025

31 December 2025 · BSE 🟡 Notable Neutral

By StockFin Research Team•AI-Assisted Analysis•Source: BSE/NSE Filings

📢 Key Event

Ambuja Cements reported 17% YoY volume growth and 258% PAT increase to ₹378 crores after adjusting for one-time items in Q3 FY'26.

🔄 What Changed

PAT grew 258% YoY to ₹378 crores after adjusting for one-time items; exit rates fell below ₹4,000/ton from previous ₹4,500/ton; premium volume growth accelerated to 31%; utilization of acquired assets rose to 58% (exit at 65%) and targeting 80% by March 2026.

🔮 What's Next

Targeting 155 million tons capacity by March 2028 and INR3,650/ton cost by then; demand growth projected at 8% for FY26; utilization of acquired assets targeting 80% by March 2026; exit rates below ₹4,000/ton with normalization expected in March quarter.

💡 Investor Takeaway

The company is on track to scale capacity efficiently while driving cost reductions and premiumization, with normalization expected in the March quarter after temporary one-time cost pressures.

Ambuja Cements reported 17% YoY volume growth to 18.9 million tons and 258% PAT increase to [amount context mismatch] crores after adjusting for one-time items in Q3 FY'26. Premium volumes rose 31% with realizations improving by ₹5 per bag. Capacity reached 109 million tons/year with 2.4 million tons added from Marwar Grinding Unit. Management targets 155 million tons capacity by March 2028 and INR3,650/ton cost by then. One-time expenses inflated December costs, but exit rates fell below ₹4,000/ton, with normalization expected in the March quarter.

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About Sanghi Industries Ltd (SANGHIIND)

Construction Materials · Cement · Listed on BSE

ROE: -69.3%ROCE: -6.5%

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"What is the timeline for achieving 80% utilization of acquired assets?""How will the INR3,650/ton cost target be achieved by March 2028?""What specific cost components are targeted for reduction to reach INR3,650/ton?"

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📊 More SANGHIIND filings

Announcement — 27 March 2026Sanghi Industries Limited submitted a general corporate filing dated March 27, 2026. Without access ...

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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