ALFA Finder| Margins | EBITDA margin improved sequentially to 16.7% from 13.4% |
|---|---|
| Demand visibility | Soft demand (~5% growth) expected in FY27 |
| Management confidence | High regarding cost optimization targets |
Growth
Revenue fell 8% YoY and 13% QoQ; EBITDA decreased 19% YoY but rose 8% QoQ.
Outlook
Targeting 119 MTPA capacity by FY27 and further cost reduction to ₹4,000 PMT by FY28.
Risks
Geopolitical developments in West Asia causing higher imported fuel prices, packaging costs, and freight inflation.
Last quarter's promises, checked
Delivered
- Guided 35-36% premium trade mix → delivered 34% (= BEAT)
- Guided 70-75% utilization for Ambuja/ACC → delivered 78% trade share (= BEAT)
Partly delivered
- Guided ₹250 PMT cost reduction for FY27 → delivered ₹206 PMT sequential reduction (= PARTIAL)
Missed
- Guided ₹4,000 PMT cost by March '26 → delivered ₹4,250+ PMT (= MISS)
- Guided 80MT volume FY27 → delivered 14% QoQ drop (= MISS)
Investor Presentation filed with BSE, NSE: ACC. Summary written with AI assistance from the document.
ACC Ltd: key numbers
- Share price
- ₹1,238.20
- Market cap
- ₹23,252 Cr
- Revenue (annual)
- ₹25,962 Cr
- Net profit (annual)
- ₹2,137 Cr
- P/E (TTM)
- 26.4×Sector 33.5×
- Promoter holding
- 56.69%+0.00% QoQ
- FII holding
- 5.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ACC Ltd
All →ACC Other Announcement
ACC Limited announced a change in the corporate office address of its Registrar and Share Transfer Agent, Kfin Technologies Limited. The change is effective from December 1, 2026.
ACC Earnings Call Transcript: Key Takeaways
Ambuja Cements (filed by ACC) Q2 FY27: consol revenue ₹9,197 Cr, EBITDA ₹1,271 Cr (~14%), PAT ₹236 Cr; volumes flattish, capex stepped up.
ACC Investor Presentation: Key Takeaways
Ambuja consolidated Q2FY27: revenue ₹9,197 Cr flat YoY, EBITDA ₹1,271 Cr (-28%), margin 13.8%. Geopolitical cost hit ₹376 Cr. Debt-free.
ACC Annual General Meeting
ACC Limited has issued a postal ballot notice seeking member approval to appoint Mr. Vivek Paul as a Non-Executive Nominee Director representing LIC. E-voting runs from 30 Oct to 28 Nov 2026.
- Execution
- 30 Oct 2026 to 28 Nov 2026 (e-voting period)
ACC Results Update
ACC filed its Q2 FY27 media release highlighting improved trade mix and capacity additions. It commissioned 3.4 MTPA cement capacity and advanced the Ambuja merger to NCLT.
- cement manufacturing capacity
- 3.4 MTPA
ACC Q2 FY27 Results: Net Profit ₹93 Cr, Down 91.7% YoY
ACC Ltd reported revenue from operations of ₹5,666 Cr (-5.1% YoY) and net profit of ₹93 Cr (-91.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹93 Cr · -91.7% YoY