ACC Limited has informed the Exchange about Transcript of earnings call held on May 04, 2026, pertaining to the Audited Financial Results of the Company for the quarter and year ended 31st March 2026.

Ambuja Cements (parent of ACC) delivered FY '26 volumes of 73.7 million tonnes (up 16% Y-o-Y) with EBITDA of INR6,539 crore (up 31%). However, Q4 cost spiked to INR4,500/tonne versus the INR4,000 target due to acquired asset integration challenges — Penna operating at 46% and Sanghi at 57% utilization — plus higher freight, fuel and branding costs. Industry-wide cost inflation of INR400-500/tonne also impacted margins. FY '27 volume guidance is 80 million tonnes (8% growth) vs industry expectation of 5-5.5%. Capacity expansion plans have been recalibrated; target revised to 119 million tonnes by FY '27 end (down from earlier 155 million tonne vision). Capex for FY '27 is guided at INR6,000-6,500 crore. Management guided INR250/tonne cost reduction in FY '27 and another INR250 in FY '28, while maintaining the longer-term INR3,650/tonne target. Focus remains on organic growth and stabilizing acquired assets.