| Revenue growth | Consol revenue ₹9,197 Cr; YoY growth not stated; trade volumes +8.6%. |
|---|---|
| Margins | EBITDA/t ₹770; cost ₹4,410/t vs ₹4,250 FY27 target. |
| Demand visibility | Near-term challenged by drought, monsoon, fuel; H2 volumes guided above industry. |
| Management confidence | Balanced: acknowledges headwinds, but guides volume recovery and cost targets. |
Growth
Trade volume +8.6% YoY, share 74%; total volume flattish; no YoY revenue or profit growth disclosed.
Outlook
Cost ₹4,250/t FY27 target; ₹4,000/t by FY28; 149 MTPA by FY29, 155 by FY30.
Risks
~20 MTPA bunched Mar–May 2028; Penna/Sanghi utilisation ~50%; drought; spot fuel ₹2.85 vs blend ₹1.87.
Earnings Call Transcript filed with BSE, NSE: ACC. Summary written with AI assistance from the document.
ACC Ltd: key numbers
- Share price
- ₹1,185.30
- Market cap
- ₹22,258 Cr
- Revenue (annual)
- ₹25,962 Cr
- Net profit (annual)
- ₹2,137 Cr
- P/E (TTM)
- 25.2×Sector 32.7×
- 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 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
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.