ACCNSEACC Limited· Cement And Cement ProductsMediumNeutral
Announced Thu, 31 Jul · 14:32 IST

ACC Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ACC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ACC Limited (part of Adani/Ambuja group) shared its Q1 FY26 investor presentation following an analyst/institutional call held on 31st July 2025. The company reported its highest-ever quarterly sales volume of 18.4 MnT, up 20% year-on-year, with revenue crossing the Rs 10,000 crore mark at Rs 10,289 crore, up 23% YoY. EBITDA hit a record Rs 1,961 crore, up 53% YoY, with margins expanding to 19.1% from 15.3% a year ago, while profit after tax rose 24% to Rs 970 crore. The company remains debt-free with a net worth of Rs 66,436 crore and holds the highest CRISIL AAA rating. It also outlined a capacity expansion roadmap to 118 MTPA by March 2026 and 140 MTPA by FY28, backed by brownfield and greenfield projects across multiple states.

Likely market impact

Strong Q1 results with double-digit volume growth, revenue crossing Rs 10,000 crore, and a sharp 53% jump in EBITDA signal robust operational momentum and margin expansion. The debt-free status, capacity expansion plans, and continued focus on cost reduction and premiumisation are positive for long-term shareholder value, though execution of the 140 MTPA target by FY28 remains a key thing to watch.