| Revenue growth | 15% YoY for FY26 |
|---|---|
| Margins | EBITDA PMT at ₹887; focus on reducing costs by ₹150-200 PMT. |
| Demand visibility | Soft FY27 growth (~5%) expected due to monsoon and geopolitics. |
| Management confidence | Strong; focuses on market leadership and 'One Cement Platform' synergies. |
Growth
FY26 Consolidated Revenue reached ₹40,656 Cr (+15% YoY). EBITDA grew 10% to ₹6,539 Cr.
Outlook
Targeting 119 MTPA capacity by H1FY27. Management expects ₹150-200 PMT cost reduction in FY27.
Risks
West Asia conflict causing fuel cost inflation (Petcoke +35% in Q4) and potential soft FY27 demand growth (~5%).
Earnings Call filed with NSE, NSE: ACC. Summary written with AI assistance from the document.
ACC Ltd: key numbers
- Share price
- ₹1,161.20
- Market cap
- ₹21,806 Cr
- Revenue (annual)
- ₹25,962 Cr
- Net profit (annual)
- ₹2,137 Cr
- P/E (TTM)
- 11.4×Sector 31.7×
- 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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ACC Limited has issued a notice convening an NCLT-ordered meeting of equity shareholders on September 29, 2026, to approve the scheme of amalgamation with Ambuja Cements Limited.
ACC Legal & Regulatory
ACC Limited received an administrative warning from SEBI regarding Structured Digital Database (SDD) compliance. The warning involves alleged failures in capturing insider information for December 2023 results.
ACC Merger & Restructuring
ACC Ltd received an NCLT order to convene a shareholders' meeting on September 29, 2026, to approve its amalgamation with Ambuja Cements Ltd.
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 Merger & Restructuring Worth ₹5.31 Cr
ACC Limited is acquiring a 0.26% stake in Amplus Andhra Power Private Limited for ₹5.31 Crore. The acquisition supports the company's captive power consumption objectives.
- Value
- ₹5.31 Cr
ACC Results Update
ACC reported resilient Q1 FY27 performance with revenue from operations at ₹5,808 Crore. The company saw a 31% green power share and operational efficiencies.
- Value
- ₹5,808 Cr