ACC Q2 FY27: Sales volume 9.7 MnT, Revenue ₹5,689 Cr, EBITDA ₹401 Cr
ACC Limited reported Q2 FY27 consolidated revenue of ₹5,689 crore and operating EBITDA of ₹401 crore. Cement sales volume was 9.7 MnT, with trade share at 78%. RMC volume grew 19% YoY to 1.07 Mn m³. The company commissioned 3.4 MTPA new capacity and shareholders approved the merger with Ambuja Cements, proceeding to NCLT.
The announcement includes significant operational updates such as capacity expansion, improved financial performance metrics, and a major corporate action (merger approval), which are expected to have a substantial impact on the company's future operations and market position.
The company reported improved sales mix, capacity expansion, progress on the One Cement Platform merger, and positive sustainability updates, indicating a positive outlook and operational improvements.
ACC Limited announced its financial results for the quarter and half-year ended September 30, 2026, reporting a resilient performance supported by an improving sales mix and higher premium volumes.
In Q2 FY27, cement sales volume stood at 9.7 million tonnes (MnT), with trade share increasing by 7 percentage points year-on-year to 78%. Premium products constituted 47% of trade sales, a 3 percentage point increase quarter-on-quarter, and blended cement share improved to 85% from 78% in Q2 FY26. Revenue from operations was ₹5,689 crore, with operating EBITDA at ₹401 crore, a margin of 7.0%, and EBITDA of ₹414 per tonne. Ready-Mix Concrete (RMC) achieved a quarterly volume of 1.07 million cubic meters (Mn m³), a 19% year-on-year growth.
The company commissioned a 2.4 MTPA greenfield cement grinding unit at Salai Banwa, UP, and an additional 1.0 MTPA capacity at Kalamboli, MH, adding 3.4 MTPA of cement capacity during the quarter. Green power share increased to 34.4% from 30.3% year-on-year.
Shareholders approved the proposed amalgamation of ACC with Ambuja Cements, a significant step towards the One Cement Platform, with the scheme now proceeding to the NCLT for final sanction. The amalgamation is expected to simplify the corporate structure, enhance coordination, improve resource allocation, and unlock operating synergies, with completion anticipated during FY’27.
ACC's sustainability initiatives also saw progress, with its 2025 S&P Global Corporate Sustainability Assessment (CSA) Net Score revised upward from 72 to 82. The company achieved water-positive status of 5.46x in Q2 and maintained Zero Liquid Discharge across all manufacturing facilities. The blended cement portfolio received GreenPro and GRIHA certifications.
Mr. Vinod Bahety, Whole-time Director and CEO, ACC Limited, stated that while reported numbers are impacted by the Master Supply Agreement (MSA) with Ambuja Cements, the underlying business momentum is encouraging. He noted that industry demand is expected to strengthen post-monsoon, supported by housing, infrastructure, and capital expenditure, with improving pricing momentum likely to moderate the impact of elevated fuel and energy costs. The company maintains a debt-free balance sheet with a net worth of ₹20,680 crore and cash and cash equivalents of ₹578 crore, holding AAA/A1+ credit ratings from CRISIL.
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