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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with strategic targets without a confirmed 5%+ beat over prior management guidance.
Highlights
Revenue growth15% YoY for FY26
MarginsNormalised EBITDA margin at 16.1% for FY26
Demand visibilitySoft near-term (~5%) due to macro headwinds
Management confidenceStrong; focused on 'One Cement Platform' integration

Growth

FY26 Revenue grew 15% YoY; Consolidated Volume up 16% at 73.7 MnT; Normalised PAT increased 17% YoY.

Outlook

Targeting 119 MTPA capacity by H1FY27; planning cost reduction of ₹150–200 PMT in FY27.

Risks

West Asia conflict causing fuel cost inflation; soft demand outlook (~5% growth) for FY27 due to weak monsoon.

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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