ACC Limited has informed the Exchange about Transcript
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ACC filed the transcript of the joint Q1 FY26 earnings call held on July 31, 2025, covering Ambuja Cements, ACC, Orient Cement and Sanghi Industries. On a consolidated basis, the group reported highest-ever quarterly sales volume of 18.4 million tonnes (up 20% YoY), revenue of Rs 10,289 crore (up 23% YoY) and highest quarterly EBITDA of Rs 1,961 crore, with EBITDA per tonne at Rs 1,069 (up 28% YoY) and EBITDA margin at 19.1% (up 3.8 percentage points). PAT grew 24% YoY to Rs 970 crore and EPS was Rs 3.20, with the company remaining debt-free on a net worth of Rs 66,436 crore. Management raised the cement demand estimate from 6-7% to 7-8% for FY26 and reiterated targets of 118 MTPA capacity by March 2026 and 140 MTPA by FY28, along with an EBITDA per tonne target of Rs 1,500 by 2028. Cash balance stood at around Rs 3,000 crore after Orient acquisition, capex of ~Rs 2,000 crore in Q1 and dividend outflows; FY26 capex guided at Rs 9,000-10,000 crore.
The transcript confirms strong operational performance with margin expansion, volume growth well ahead of industry, and clear multi-year capacity and profitability targets. ACC shareholders benefit from being part of a debt-free, fast-expanding cement platform, though elevated FY26 capex and integration costs from Orient/Penna/Sanghi may keep near-term costs volatile.