Company analysis of ambuja cement
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One of the oldest cement companies
Founders - Narottam Sekhseria, Suresh Neotia, in 1983
Counted among the big 4 of India’s Cement Industry
Third by revenue and capacity
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Registered in 1983, started production in in 1986.
Located in Ambujanagar, Junagadh.
ACL, one of the most reputed companies of India.
Production for last year- approx 21mil tonnes.
Holcim took controlling stake in 2006 .
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One of the most environment friendly cement companies
Many grades from rating agencies First cement company in India to set up own
exporting port Port has 3 terminals, ACL having own fleet
of ships One of the most profitable and innovative
cement co. in India
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Mr. Suresh Neotia – Chairman Emiretus
Mr. Narotam Sekhsaria – Chairman
Mr. Paul Hugentobler - Vice Chairman
Mr Ajay Kapur - CEO
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Revenue decreased by 15.6%
2175.162578.45
303.97468.9
Net Profit decreased by 35.17%
1.973.05
EPS decreased by 35.40%
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First cement co. in India to trade cement via sea.
Dedicated port at Gujarat with cap of 40000 DWT vessels.
First company to create a brand out of a commodity like cement.
First to introduce a special cell for technical services to consumers, masons
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Plans investing Rs 1800 crores to increase capacity, via internal accruals.
Setting up a clinkerisation unit of cap 2.2 mil tonnes in Nagpur.
Holds 27.27 % stake in coal mine in JV with IST Steel and Lafarge India.
Acquired 60% stake in Dirk India for 16.5 crores
Bought controlling stake in Dang cement, Nepal for 19.13 crores. Global footprint
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Bought controlling stake in DLF cements. Bought stake, 7.2%, in ACC, its closest
competitor, also controlled by Holcim. Trying to outdo Lafarge in India by
aggressive acquisitions. By total stakes in JVs, acquisitions etc
company valued at Rs 930 crores.
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People’s company: Truly, people respected, helping people discover their true potential.
The I Can philosophy: believe in urself, take challenging tasks
Recently established new routes on the same stream.
Has always asked employees to take up new challenges.
Environment with no bounds of excellence and efficiency.
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“Industry cannot grow at cost of environment”
Pollution levels lower than 100 mg/NM, a great number to achieve, especially in India. Won awards from TERI, Env Ministry
Stretch program: making employees move out of comfort zone, intensive 2-3 weeks programmes.
Ambuja Manovikas Kendra, School for special children.
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The closest competitor to Ambuja Cements is ACC.
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India’s 2nd largest cement manufacturer, only behind UltraTech cement.
Only cement company that figures in the list of Consumer SuperBrands of India.
The world’s largest cement maker, Holcim, which has a controlling stake in ACL is also a promoter of ACC.
Unique track record of innovative research, product dvpt.
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Net sales revenue - Rs 9439 crores operating margin of 20%. profit after tax - Rs 1325crores A comparison of ACL and ACC
In Rs crore
ACC AMBUJA CEMENTS
Q1CY12 CY2012E Q1CY12 CY2012E
Net sales 3,015 11,162 2,633 9,679
% change 18.6 10.3 19.0 13.7
Ebitda 618 2,126 745 2,285
% change 14.0 6.0 21.0 16.0
Ebitda (%) 20.5 19.0 28.3 23.6
Adjusted net profit 428 1,278 509 1,412
% change 22.3 -1.6 25.0 11.6
EPS (Rs) 8.1 68.5 2.0 9.1
PE (x) 18.2 17.4
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