Ambuja Cements Limited CC-Sep23.pdf · 2023-11-01
Yes. Hi. Thanks for this opportunity. Very healthy operating performance at Ambuja. My question is somewhat on similar lines to the prior participant. Now, when we compare ACC and Ambuja at the unit EBITDA level, the gap between ACC and Ambuja has widened this quarter at EBITDA per ton. This quarter, it has become INR345 per ton, which was earlier around the 220-mark last quarter. Now, while I do understand why this is one should not look to from a quarter-to-quarter perspective, are there any business reasons for this EBITDA unit EBITDA gap widening from an ACC perspective? If you can share any thoughts on that? Any regional mix or any other business reasons attributable to this?
Hi. One follow-up here. On these other expenses, line items, you did explain on this EBITDA GAAP and some business reasons. But other expenses for ACC seems to have been higher than Ambuja, that is one part? And the other one on the housekeeping question, for ACC, the receivables seem to have moved quite a bit higher as compared to March. And you did talk about March being year closing. But the receivables have substantially shot up for ACC per se. Any reasons that can be attributed there? Thank you.