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Gujarat Ambuja Cements Limited. Wednesday, November 1, 2006. Contents. Industry Highlights Demand Drivers Gujarat Ambuja Cements Limited – An Overview Key Financials - Quarterly Results & YTD Consolidated Results (YTD) Sales Volume Sales Realisation Direct cost of Production

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gujarat ambuja cements limited
Gujarat Ambuja Cements Limited

Wednesday, November 1, 2006

contents
Contents
  • Industry Highlights
  • Demand Drivers
  • Gujarat Ambuja Cements Limited – An Overview
  • Key Financials - Quarterly Results & YTD
  • Consolidated Results (YTD)
  • Sales Volume
  • Sales Realisation
  • Direct cost of Production
  • Peers Quarterly Performance
  • Future Growth Plans
  • Status on the merger of ACEL
cement industry at a glance
Cement Industry – At a Glance

YOY Growth

Cement Capacity

164.7 Mil.T.(As of Sep-06)

2.8%

Clinker Production

118.4 Mil.T.(2006 Est.)

3.0%

Cement Production

151.4 Mil.T. (2006 Est.)

10.8%

Cement Demand (Domestic)

144.3 Mil.T.(2006 Est.)

10.1%

2

slide5

Rising Capacity Utilisation

180

100

92.82

87.64

80.92

90

160

85.07

80.63

79.24

85.10

80

83.60

140

77.00

79.56

78.19

70

120

60

100

mn. tonnes

50

80

40

60

30

40

20

20

10

0

0

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

Capacity installed

Cement Production

Capacity utilisation (%)

3

slide6

Industry Highlights (Jan – Sept 2006)

12%

12%

3%

2005

2006

113.55

113.24

88.79

101.39

101.20

85.44

Clinker Production

Cement Production

Cement Despatches

*

Growth rate

4

demand drivers1
Demand Drivers
  • Development of New Urban Cities
  • Hedge against Inflation - Property
  • Increasing Housing Mortgage Penetration
  • Retail Sector Development – Malls & Multiplexes
  • Growth in IT / IT Enabled Services
  • Emphasis on Infrastructure

Increased Construction will lead to

higher cement demand

6

the way forward
The way forward
  • Demand expected to grow by over 10%, on a back of strong GDP growth
  • Fresh Supply is limited in the near future
  • Demand to outstrip supply.
  • Consolidation drive has changed the face of industry.

Result – Prices to remain Firm

7

slide11

Our Operations

(Post Merger with ACEL)

Substantial Presence in West & North India

HP

Punjab

Cement Plant

Grinding Station

Terminal

Port

Rajasthan

Gujarat

Chattisgarh

WB

Mn. Tonnes

Maharashtra

9

gujarat ambuja cements limited1
Gujarat Ambuja Cements Limited
  • Capacity built up from 0.7 mn. Tonnes in 1986 to 16.0 mn. Tonnes today (including acquisitions).
  • Sea transportation of bulk cement from Gujarat to 3 terminal ports at Surat, Mumbai & Sri Lanka.
  • A captive port at Muldwarka (Gujarat) for inward / outward movement of goods.

10

our strategy
Our Strategy
  • Captive Infrastructure: Ports & Power Plants
  • Presence in the growing markets of North & West
  • Retail Focus – Premium pricing
  • Largest Exporter of cement
  • 35% Cement transport by sea - Cheapest Mode
  • One of the Lowest Cost Cement Producer

11

own infrastructure
Own Infrastructure
  • 7 Owned Cement Ships for transporting Cement by Sea.
  • Port at Muldwarka (Gujarat) to handle import/export of material.
  • 3 Cement receiving terminals.
  • Over 250 MW of Captive Power Plants at various cement plants to give reliable and cheap power.

12

strong brand
Strong Brand
  • India - A bagged market
  • Individual home builder - key driver of demand
  • Our focus :
  • Best quality cement
  • Good packaging
  • Logistic management - strong distribution network
  • Customer service

Ambuja Cement - A preferred brand

- Fetching higher realisation

13

sales realisation1

250

200

150

100

Sep 05

Sep 06

Sales Realisation

Rs. per 50 Kg Bag

Jun-06

Mar-06

Dec-05

Sep-05

Sep-06

217

214

193

172

171

Mumbai

193

188

167

155

152

Ahmedabad

201

202

178

156

156

Delhi

178

174

162

144

138

Jaipur

194

192

178

171

172

Kolkatta

22

slide28

Peers Quarterly Performance

(July – Sept 2006)

26

future growth plans1
Future Growth Plans

Total Capital Outlay of Rs. 1600 Crores

28

status on the merger of acel1
Status on the Merger of ACEL
  • Scheme of Arrangement filed with High Courts
  • Shareholder’s & Creditor’s meeting completed.
  • Process expected to be completed by end of November 2006

30

our shareholders post merger
Our Shareholders ( Post Merger )

* Includes indirect holding of approx. 10% through Ambuja Cement India Private Limited

31

synopsis
Synopsis

Cement…

  • A Growth Story
  • A Proxy on Indian Economy
  • A business with least challenges
  • Industry at Maturity Levels

Ambuja the Most Profitable Cement Play

With Growth and Value

32