ACC Limited has informed the exchange about Investor Presentation - Operational & Financial Highlights of the Company for the quarter and financial year ended March 31, 2026.
ACC · price
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ACC (now part of Ambuja Cements 'One Cement Platform') reported 16% volume growth in FY'26 with cement sales of 73.7 MnT, ahead of industry. Q4 FY'26 volume was 19.9 MnT (+10% YoY). However, Q4 EBITDA margin contracted sharply to 13.4% from 18.7% YoY due to 35% surge in petcoke prices from West Asia conflict, packaging supply constraints, and labor migration. Full-year EBITDA was Rs 6,539 Cr (+10% YoY) with EBITDA/tonne of Rs 887. Management guided cost reduction of Rs 150-200/tonne in FY'27 through fuel mix optimization, higher renewable energy usage, and logistics improvements. Capacity expansion is on track to reach ~119 MTPA by H1 FY'27. Sanghi and Penna mergers have been completed, with Orient consolidation underway. Company remains debt-free with AAA ratings and Rs 1,770 Cr cash.
Margin pressure in Q4 is a near-term concern but management's cost reduction guidance and capacity expansion plans provide visibility. The West Asia conflict impact on fuel costs is expected to persist into FY'27, but synergies from completed mergers and improving asset utilization should partially offset headwinds.