ACC Limited (ACC) Financial Results — Revenue ₹73.7

Revenue: ₹73.7Net Profit: ₹2,647 Cr

📢 Key Event
Ambuja Cements reported record sales volume of 73.7 million tonnes in FY'26, up 16% YoY, driving a 31% rise in EBITDA to INR 6,539 crores and a 17% increase in PAT to INR 2,647 crores.

🔄 What Changed
31% YoY growth in EBITDA and 17% increase in PAT, along with 16% YoY growth in sales volume, reflecting strong operational performance and volume expansion.

🔮 What's Next
Target of 80 million tonnes sales volume by FY'27, representing 8-9% growth, amid a 5% industry growth forecast.

💡 Investor Takeaway
Shareholders should note that while near-term demand is subdued, long-term growth is anchored in volume expansion, capacity optimization, and premiumization, with execution risk focused on integrating acquired assets and managing cost pressures.

Ambuja Cements reported record sales volume of 73.7 million tonnes in FY'26, up 16% YoY, driving a 31% rise in EBITDA to INR 6,539 crores and a 17% increase in PAT to INR 2,647 crores. The company achieved a 10% YoY growth in trade sales volume and expanded green power usage to 32% in Q4. Cement capacity reached 109 million tonnes with new additions from Sanghi Industries and Penna Cement. Management highlighted a target of 80 million tonnes by FY'27 amid a 5% industry growth forecast. Capex of INR7,500 crores is planned for FY'26, with focus on stabilizing acquired assets and executing projects like Mundra. Despite cost pressures and subdued April-May demand, management remains confident in hitting FY'27 volume targets through internal execution and premiumization.

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