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Earnings Call

ACC Earnings Call: Key Takeaways

ACC and Ambuja report record FY26 sales volume of 73.7MT, up 16% YoY. Strategy shifts from aggressive expansion to cost-efficiency and organic stabilization.

Why this was an Alfa AlertNot a filter event. Results and guidance were characterized as a reset or meeting expectations rather than material beats.
Highlights
Revenue growth16% YoY volume growth; PAT up 17% in FY26.
MarginsMarch quarter costs peaked at ₹4,500/T; targeting ₹4,250/T for FY27.
Demand visibilitySofter industry demand expected at 5-5.5% for FY27.
Management confidenceHigh on internal execution for cost reduction targets.

Growth

FY26 normalized EBITDA reached ₹6,539 Cr (up 31%); PAT grew 17% to ₹2,647 Cr.

Outlook

FY27 volume guidance of 80MT; target capacity of 119MT by year-end. Planned cost reduction of ₹500/T over two years.

Risks

Inflationary pressure, weak monsoon, and logistical bottlenecks (packing bags, fuel costs) leading to higher March quarter costs.

Source

Earnings Call filed with BSE, NSE: ACC. Summary written with AI assistance from the document.

Read the document ↗

ACC Ltd: key numbers

Share price
₹1,177.00
Market cap
₹22,103 Cr
Revenue (annual)
₹25,962 Cr
Net profit (annual)
₹2,137 Cr
P/E (TTM)
11.6×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.

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