| Revenue growth | Flat YoY; volume -1%, NSP -1% |
|---|---|
| Margins | EBITDA margin 13.8% vs 19.2%; ex-geopolitics 17.9% |
| Demand visibility | FY27 industry cement demand 6-7% (CRISIL); near term soft |
| Management confidence | Soft near-term demand flagged; long-term story intact |
Growth
Revenue flat YoY at ₹9,197 Cr; volume -1%, NSP ₹255/bag (-1%). Reported PAT ₹236 Cr (-90%); normalised ₹300 Cr (-54%).
Outlook
+29.7 MTPA expansion takes capacity to 149 MTPA; debottlenecking to 155. Cost target ₹4,250/t FY27, ₹4,000/t FY28.
Risks
Petcoke, diesel and packing costs up; coal tight; ₹228/t geopolitical cost; soft near-term demand; monsoon and planned kiln shutdown.
Investor Presentation filed with BSE, NSE: ACC. Summary written with AI assistance from the document.
ACC Ltd: key numbers
- Share price
- ₹1,141.40
- Market cap
- ₹21,434 Cr
- Revenue (annual)
- ₹25,962 Cr
- Net profit (annual)
- ₹2,137 Cr
- P/E (TTM)
- 24.3×Sector 31.3×
- 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 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
ACC Share Pledge
Deutsche Bank disclosed under SAST Reg 29(2) a new encumbrance over 106.46 million ACC shares (56.69%) tied to a refinancing facility. No shares were bought or sold, and the acquirer is a non-promoter.
ACC Other Announcement
ACC Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026. This is a routine regulatory disclosure.
ACC Board Meeting Date
ACC Ltd will hold a board meeting on October 27, 2026, to approve financial results for the quarter ended September 30, 2026. Trading window remains closed.