| 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
- ₹1,236.40
- 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
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- Key figure
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- Key figure
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