ACC Limited has informed the Exchange about Investor Presentation
ACC · price
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ACC's parent Ambuja Cements reported strong Q2 FY'26 consolidated results, with cement volumes up 20% YoY at 16.6 MnT and EBITDA per tonne rising 32% YoY to Rs 1,060. Quarterly revenue grew 21% to Rs 9,174 Cr, while PAT surged 364% to Rs 2,302 Cr (boosted by a one-time Rs 1,697 Cr tax reversal). H1 FY'26 PAT grew 159% to Rs 3,319 Cr on revenue of Rs 19,464 Cr. Management raised its FY'28 capacity target from 140 MTPA to 155 MTPA, adding 15 MTPA via low-cost debottlenecking at $48/tonne. Cost leadership roadmap aims for EBITDA of Rs 1,500/tonne and total cost of Rs 3,650/tonne by FY'28. Sanghi Industries and Penna Cement mergers are progressing through NCLT and expected to complete by end of FY'26. The company remains debt-free with a Rs 69,493 Cr net worth and Crisil AAA/Stable rating.
Strong volume growth and margin expansion, along with raised multi-year capacity and EBITDA targets, signal management confidence in sustained earnings growth. Debt-free status and AAA rating provide ample firepower for the capex program, which should reassure investors about execution risks.