ACCNSEACC Limited· Cement And Cement ProductsHighNeutral
Announced Mon, 2 Mar · 20:04 IST

ACC Limited has informed the Exchange regarding Notice of Postal Ballot

Strategic Transactions View source PDF

ACC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ACC Limited has issued a Postal Ballot Notice seeking shareholder approval via remote e-voting (March 3 to April 1, 2026) for two ordinary resolutions on material related party transactions for FY 2026-27. Resolution 1 covers transactions with Ambuja Cements Limited (ACC's holding company with 50.05% stake) for a consolidated value of ₹27,500 crore — comprising ₹22,000 crore under Master Supply and Master Service Agreements (for purchase/sale of cement, clinker, raw materials, services, leases, etc.) and ₹5,500 crore as inter-corporate deposits. This represents 132.28% of ACC's FY25 consolidated turnover. Resolution 2 covers material RPTs with Orient Cement Limited for FY 2026-27. Previous FY25 transactions with Ambuja totalled ₹6,896.72 crore, and FY26 (Apr-Dec) is already at ₹6,284.89 crore. The document also references the Board-approved Scheme of Amalgamation of ACC into Ambuja (appointed date January 1, 2026), expected to be effective in FY27, making these RPTs a transitional arrangement.

Likely market impact

Procedural shareholder approval is needed for routine inter-group transactions with the parent company and a fellow group entity. Approval is largely expected given Ambuja's majority stake. Investors should note the significant scale (₹27,500 crore) and the fact that the amalgamation scheme, once effective, will render these RPT arrangements obsolete.