| Revenue growth | 15% YoY for FY26 |
|---|---|
| Margins | EBITDA PMT at ₹887; focus on reducing costs by ₹150-200 PMT. |
| Demand visibility | Soft FY27 growth (~5%) expected due to monsoon and geopolitics. |
| Management confidence | Strong; focuses on market leadership and 'One Cement Platform' synergies. |
Growth
FY26 Consolidated Revenue reached ₹40,656 Cr (+15% YoY). EBITDA grew 10% to ₹6,539 Cr.
Outlook
Targeting 119 MTPA capacity by H1FY27. Management expects ₹150-200 PMT cost reduction in FY27.
Risks
West Asia conflict causing fuel cost inflation (Petcoke +35% in Q4) and potential soft FY27 demand growth (~5%).
Earnings Call filed with NSE, NSE: ACC. Summary written with AI assistance from the document.
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.
More from ACC Ltd
All →ACC Investor Presentation: Key Takeaways
Ambuja Consolidated Q1 FY27 revenue hit ₹9,500 Cr with EBITDA of ₹1,589 Cr. Management emphasizes a 'Value over Volume' strategy, achieving a significant sequential cost reduction of ₹206 PMT.
ACC Q1 FY27 Results: Net Profit ₹147 Cr, Down 60.9% YoY
ACC Ltd reported revenue from operations of ₹5,740 Cr (-8.6% YoY) and net profit of ₹147 Cr (-60.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹147 Cr · -60.9% YoY
ACC Earnings Call: Key Takeaways
ACC and Ambuja report record FY26 sales volume of 73.7MT, up 16% YoY. Strategy shifts from aggressive expansion to cost-efficiency and organic stabilization.
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.
ACC Earnings Call: Key Takeaways
Ambuja Cements (Adani Cement) delivered strong volume growth of 16% in FY26, reaching a consolidated revenue of ₹40,656 Cr. The company is pursuing aggressive consolidation via mergers of ACC, Orient, Sanghi, and Penna.
ACC Q4 FY26 Results: Net Profit ₹238.3 Cr, Down 68.3% YoY
ACC Ltd reported revenue from operations of ₹7,124 Cr (+18.0% YoY) and net profit of ₹238.3 Cr (-68.3% YoY) for Q4 FY26.
- Key figure
- Net profit ₹238.3 Cr · -68.3% YoY