ACC Q2 revenue rises 29.8%, but tax reversal lifts net profit

Revenue Growth 20pctPat Growth 25pctNegative Operating CashflowEmphasis Of MatterRelated Party TransactionsResults RestatedResults View source PDF Explain this filing

ACC · price

Loading chart…

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

Price reactionminutes from the announcement price · days from the prior close

+1.0%Reaction day

₹1860.00

prior close

₹1904.20

announcement price

In-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.5%+1.5% vs market

Cement & Cement Products peers, median of 35sector-0.7%+1.7% vs sector

On the reaction day the stock moved 1.5 pts more than Nifty Midcap 150 and 1.7 pts more than its Cement & Cement Products peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.3

10m

-0.2

15m

-0.9

30m

-0.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+1.0-0.5+1.5-0.7+1.7

Next day

+0.2+0.3-0.0-0.8+1.0

-1.7-0.1-1.6-1.5-0.2

-1.6-1.0-0.6-2.6+1.0

-0.8-0.6-0.2-2.8+2.1

-1.0-0.1-0.9-3.8+2.8

-0.4+1.1-1.5-3.2+2.9

15d

+3.8-0.3+4.1-9.5+13.2

-0.5+1.0-1.5-8.4+7.8

-6.6+0.6-7.2-8.9+2.2

-11.9-4.1-7.9-14.3+2.4

UpDownMarket · Nifty Midcap 150Sector · Cement & Cement Products peers, median of 35Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

ACC's unaudited September-quarter consolidated revenue rose 29.8% to Rs 5,896.16 crore and net profit jumped to Rs 1,119.26 crore from Rs 199.70 crore. Half-year revenue was Rs 11,932.27 crore and net profit Rs 1,494.68 crore. A Rs 671.41 crore reversal of earlier tax provisions drove profit, while operating cash flow was negative Rs 32.33 crore. The auditor highlighted pending Competition Commission cases.

Likely market impact

Revenue growth is positive, but tax reversal flatters profit; weak cash flow and pending Competition Commission cases could weigh on the stock.