Ambuja Cements’ Chairman’s letter to shareholders reflects on overcoming challenges and outlines future strategies. It highlights significant EBITDA growth from ₹57,205 Cr in FY23 to ₹89,806 Cr in FY25, a ~57% increase. The letter also discusses expansion plans, commitment to governance, innovation, and contribution to India’s infrastructure development. The focus remains on resilience, integrity, and building a brighter future.
Resilience and Growth
The Chairman’s letter emphasizes the company’s resilience and governance following challenges. It highlights a period of substantial growth and commitment to India’s development. The letter underscores the importance of transparency and the company’s purpose.
Financial Performance
The letter highlights significant financial achievements:
- EBITDA Growth: Portfolio EBITDA rose from ₹57,205 Cr in FY23 to ₹89,806 Cr in FY25. This represents an increase of ₹32,601 Cr, a ~57% absolute growth rate and a two-year CAGR of 25%.
- Asset Expansion: The Gross Block expanded from ₹4,12,318 Cr in FY23 to ₹6,09,133 Cr in FY25, an addition of nearly ₹2 lakh Cr, a 48% rise over two years.
Key Projects and Future Vision
The letter also highlights transformative projects that have reshaped India’s infrastructure:
- Commissioned India’s first container transshipment port at Vizhinjam.
- Added 6 GW of renewable capacity, including Khavda.
- Commissioned the world’s largest copper smelter and metallurgical complex.
- Expanded energy network with 7,000 circuit kms of transmission lines and 4 GW of new thermal capacity.
Commitment to the Future
The Chairman outlines the company’s future commitment, which includes:
- Further strengthening governance standards.
- Accelerating innovation and sustainability.
- Investing in infrastructure to power India’s long-term growth.
Source: BSE
