ACC NSE filing

ACC Q1 FY27: Revenue ₹5,808 Cr, EBITDA ₹457 Cr amid resilient performance

The RealCase readMedium impact Positive

ACC Limited reported Q1 FY27 consolidated revenue of ₹5,808 crore and operating EBITDA of ₹457 crore. Sales volume was 10.0 MnT. The company received SEBI NOC for its amalgamation with Ambuja Cements, expected to complete in FY'27. ACC is expanding capacity and aims for ₹250 PMT cost reductions in FY'27.

Why it matters

The financial results are stable, and the ongoing amalgamation with Ambuja Cements is a significant strategic development that will impact future performance. Capacity expansions also indicate future growth potential.

The market read

The results show resilient performance with positive business updates like capacity expansion and progress on amalgamation. The company is focusing on growth and cost optimization.

ACC Limited announced its financial results for the first quarter ended June 30, 2026, reporting a resilient performance. The company's consolidated revenue from operations stood at ₹5,808 crore, with an operating EBITDA of ₹457 crore and a margin of 7.9%. Sales volume for the quarter was 10.0 million tonnes (MnT). The company reported a Profit After Tax (PAT) of ₹147 crore and diluted Earnings Per Share (EPS) of ₹7.8.

The company highlighted an increase in its trade share to 81% and a rise in premium product sales to 44% of trade sales year-on-year. Despite headwinds from the West Asia conflict impacting fuel costs, ACC managed marginal sequential cost reductions through optimization initiatives. The company is progressing with its capacity expansion plans, with trial runs starting for a 2.4 MTPA grinding unit at Salai Banwa (UP) and expansions at Kalamboli (MH) expected to add 1 MTPA in September 2027.

In a significant development, ACC received SEBI's No-Objection Certificate (NOC) on June 4, 2026, for the proposed amalgamation with Ambuja Cements, with an application filed with the NCLT on June 29, 2026. This transaction is anticipated to be completed during FY'27, subject to regulatory approvals. The company also reported an increase in its green power share from 26% to 31% year-on-year and received GreenPro and GRIHA certifications for its blended cement portfolio, underscoring its commitment to sustainability.

Mr. Vinod Bahety, Whole-Time Director & CEO, ACC Limited, stated that the company commenced FY'27 with a resilient performance driven by higher trade volumes and continued premiumization. He noted that profitability reflected planned maintenance of larger integrated units and higher MSA with parent Ambuja Cements, while prioritizing value-led growth. ACC Cement, at a consolidated level, is committed to delivering approximately ₹250 PMT cost reductions in FY'27.

Filing to action

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ACC Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.

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Primary source

A plain-language summary of a public exchange filing by ACC Limited. Read the original for the full detail.

View original filing