| Revenue growth | 16% YoY volume growth; PAT up 17% in FY26. |
|---|---|
| Margins | March quarter costs peaked at ₹4,500/T; targeting ₹4,250/T for FY27. |
| Demand visibility | Softer industry demand expected at 5-5.5% for FY27. |
| Management confidence | High on internal execution for cost reduction targets. |
Growth
FY26 normalized EBITDA reached ₹6,539 Cr (up 31%); PAT grew 17% to ₹2,647 Cr.
Outlook
FY27 volume guidance of 80MT; target capacity of 119MT by year-end. Planned cost reduction of ₹500/T over two years.
Risks
Inflationary pressure, weak monsoon, and logistical bottlenecks (packing bags, fuel costs) leading to higher March quarter costs.
Earnings Call filed with BSE, 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
Ambuja Cements (including ACC) delivered strong FY26 performance with 16% volume growth and 15% revenue growth. The 'One Cement Platform' strategy focuses on consolidation and cost reduction.
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