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Earnings Call

ACC Earnings Call: Key Takeaways

Ambuja Cements (including ACC) reported Q4FY26 revenue of ₹10,915 Cr and EBITDA of ₹1,464 Cr. Strategy focuses on consolidation through 'One Cement Platform' with ACC, Orient, Sanghi, and Penna mergers.

Why this was an Alfa AlertNot a filter event. Results are in line with market trajectory without explicit guidance beat confirmation.
Highlights
Revenue growth15% YoY growth for FY26 consolidated operations.
MarginsConsolidated EBITDA margin at 16.1% for FY26.
Demand visibilitySoft growth expected (~5%) due to monsoon and geopolitical factors.
Management confidenceHigh, focused on becoming world's most profitable cement platform.

Growth

FY26 Consolidated revenue grew 15% to ₹40,656 Cr; sales volume up 16% to 73.7 MnT.

Outlook

Targeting 119 MTPA capacity in H1FY27; aiming for 150-200 PMT cost reduction in FY27.

Risks

Fuel cost inflation (35% petcoke increase), West Asia conflict, and expected soft FY27 demand growth of ~5%.

Source

Earnings Call filed with BSE, NSE: ACC. Summary written with AI assistance from the document.

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ACC Ltd: key numbers

Share price
₹1,236.40
Market cap
₹23,218 Cr
Revenue (annual)
₹25,962 Cr
Net profit (annual)
₹2,137 Cr
P/E (TTM)
12.2×Sector 33.0×
Promoter holding
56.69%+0.00% QoQ
FII holding
5.83%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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