ACC Limited has informed the Exchange about Transcript
ACC · price
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Awaiting price reaction for this filing.
ACC Limited (along with parent Ambuja Cements and Sanghi Industries) held an earnings call on April 29, 2025, and the transcript was filed with the exchanges on May 6, 2025. Ambuja group crossed 100 million tons of cement capacity in just 30 months, becoming the 9th largest cement company globally, with targets of 118 MTPA by FY26 and 140 MTPA by FY28. Q4 consolidated revenue grew 11% YoY to INR 9,889 crores, with EBITDA per ton of INR 1,001 and full-year FY25 revenue reaching a record INR 35,045 crores. Management guided EBITDA per ton to INR 1,500 by FY28 and cost per ton to INR 3,650. ACC invested INR 690+ crores in land for coal blocks and grinding units, recorded an INR 200+ crores impairment on old clinker units (Bargarh, Chaibasa, Wadi Line 1), and the Orient Cement acquisition (46% stake at INR 5,500-5,600 crores) is progressing with an open offer of INR ~2,000 crores in SEBI escrow.
Multi-year capacity expansion roadmap (118 MTPA by FY26, 140 MTPA by FY28) and EBITDA per ton target of INR 1,500 signal strong long-term growth. Company remains debt-free with INR 10,125 crores in cash, making the capex plan self-funded. The impairment and ongoing acquisitions may cause near-term noise but are part of a clear strategic plan.