ACC Limited has informed the Exchange about Investor Presentation
ACC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
ACC (consolidated under Ambuja Cements) reported strong volume growth of 16% for FY'26 at 73.7 MnT, with Q4 volume at 19.9 MnT up 10% YoY. Revenue grew 15% to Rs 40,656 Cr for FY'26. However, Q4 EBITDA declined 22% YoY to Rs 1,464 Cr (margin 13.4%), impacted by 35% surge in imported petcoke costs due to West Asia conflict, packaging supply constraints, and plant shutdowns affecting logistics costs. FY'26 normalized EBITDA improved 31% YoY to Rs 6,539 Cr (margin 16.1%). PAT reported was boosted by one-time tax reversals of Rs 1,365 Cr from Sanghi and Penna mergers. Company remains debt-free with Rs 1,770 Cr cash, and capacity stands at 109 MTPA (target ~117 MTPA by Mar'27). Mergers with Sanghi (completed) and Penna (completed) are integrated; ACC-Orient amalgamation awaits SEBI NOC and is expected over FY27.
Near-term pressure on margins due to fuel cost inflation and geopolitical headwinds, but management's Rs 150-200 PMT cost reduction target for FY27 provides visibility. Debt-free status and cash position offer balance sheet stability despite integration costs and margin pressure.