ACC Q4 FY26 Revenue at ₹7,146 Cr, Up 17% YoY; Sales Volume Hits Record High
ACC Limited reported record Q4 FY26 sales volume of 11.9 MnT and revenue of ₹7,146 Cr, up 17% YoY. Full-year FY26 sales volume hit 43.9 MnT, with normalized EBITDA at ₹2,950 Cr, up 22% YoY. The company declared a dividend of ₹7.5 per share and expects capacity expansion in Q1FY27. Amalgamation with Ambuja is expected by FY27.
The announcement includes record-breaking financial performance metrics (sales volume and revenue), significant year-on-year growth, capacity expansion plans, and progress on a major corporate action (amalgamation with Ambuja). These are material events that are likely to have a significant impact on the company's stock.
The company reported record sales volumes and revenue, along with significant YoY growth in EBITDA, indicating strong operational performance and strategic execution. Despite cost headwinds, the positive financial results and future growth initiatives contribute to a positive sentiment.
ACC Limited announced its financial results for the quarter and full year ended March 31, 2026, reporting a sustained performance amidst global volatility and energy cost pressures.
For the fourth quarter of FY26, ACC achieved its highest-ever sales volume in a quarter at 11.9 million tonnes (MnT), an increase of 8% year-on-year (YoY). This was complemented by a record quarterly revenue of ₹7,146 crore, up 17% YoY, driven by a higher premium product mix, with the share of premium cement increasing from 41% to 45% of trade sales. The Ready-Mix Concrete (RMC) volume also saw significant growth, reaching a record 1.14 million cubic meters (M3), up 33% YoY, with EBITDA at ₹102 crore, up 79% YoY. Capacity utilization improved sequentially to approximately 80%.
The company maintained a debt-free status with a strong credit rating. A dividend of ₹7.5 per equity share was declared. Looking ahead, capacity expansion projects in Salai Banwa (UP) and Kalamboli (MH) are expected to add 3.4 MTPA in Q1FY27. The share of green power increased to 31% in Q4FY26 from 22% YoY. The amalgamation of ACC with Ambuja, approved on December 22, 2025, is progressing with the scheme filed and completion expected in FY27.
However, cost pressures from fuel, diesel, packaging bag supply constraints, and rupee depreciation impacted the quarter, with a similar impact expected to continue in H1 FY27. ACC is actively implementing cost-mitigation measures, including fuel mix optimization, increased renewable energy usage, and logistics cost reduction.
For the full fiscal year FY26, ACC recorded its highest-ever annual sales volume of 43.9 MnT. The normalized EBITDA stood at ₹2,950 crore, an increase of 22% YoY (excluding a one-time excise duty refund of ₹637 Cr in FY25). Revenue from operations for FY26 was ₹25,962 crore.
Mr. Vinod Bahety, Whole-Time Director & CEO, ACC Limited, expressed optimism for improved performance in the coming quarters, driven by cost efficiency, disciplined execution, and premiumization strategies. He highlighted the strong brand penetration and operational improvements, supported by digitalization and the RESQ framework.
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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 high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by ACC Limited. Read the original for the full detail.