ACC Delivered Sustained Q4 FY’26 Performance

Highest-Ever Annual Sales Volume of 43.9 MnT

FY’26 EBITDA Stands at Rs 2,950 Cr, Increased by 22%* YoY


EDITOR’S SYNOPSIS


Consolidated Financial Highlights Q4FY’26:

  • Highest ever sales volume in a quarter at 11.9 MnT, a growth of 8% YoY.
  • Highest-ever quarterly revenue of Rs 7,146 Cr, up 17% YoY driven by higher premium product mix. Share of premium cement (as a % of trade sales) up from 41% to 45% YoY.
  • Highest ever quarterly RMC volume at 1.14 Mn M3, up by 33% YoY; EBITDA at Rs 102 Cr, up by 79% YoY.
  • Capacity utilisation significantly improved by ~9% sequentially to ~80%.
  • ACC continues to remain Debt Free with highest credit rating.
  • Dividend on equity shares at Rs. 7.5 per share.

Important Updates:

  • Capacity Expansion: Salai Banwa (UP) and Kalamboli (MH) expansion will add 3.4 MTPA capacity in Q1FY’27.
  • Green Power: Green power share increased from 22% to 31% in Q4 YoY.
  • One Cement Platform: The Board approved the amalgamation of ACC with Ambuja on December 22, 2025. The merger scheme has been filed with stock exchanges and is awaiting SEBI’s NOC, with completion expected in FY27.

Impact of West Asia Conflict:

  • Cost pressures from fuel, diesel, packaging bag supply constraints, and rupee depreciation impacted this quarter and impact expected to continue in H1 FY'27.
  • The Company is actively strengthening cost-mitigation measures through fuel mix optimisation, higher renewable energy usage, reducing logistics costs via rail and sea, and disciplined production and inventory management.

*On Normalised Basis (excluding one-time income of Rs 637 Cr in FY’25)

Ahmedabad, 30 April 2026: ACC Limited, part of the diversified Adani Cement Portfolio and among India’s fastest-growing building materials and solutions companies, announced its results for the quarter and full year ended March 31, 2026.

Particulars UoM Q4 FY’26 Q4 FY’25 FY’26 FY’25
Sales Volume (Cement) MT 11.9 11.1 43.9 39.0
Revenue from Operations Rs. Cr 7,146 6,115 25,962 21,9201
Operating EBITDA & Margin Rs. Cr 627 830 2,950 3,0611
% 8.8% 13.6% 11.4% 14.0%1
Rs. PMT 525 749 672 7851
Profit after Tax2 (Normalised) Rs. Cr 241 542 1,304 1,187

1. Including one-time income wrt Excise Duty refund (Gagal plant) of Rs 637 Cr in FY’25. Excluding this, the Normalised EBITDA for FY’25 is Rs 2,425 Cr vs Normalised EBITDA of FY’26 Rs 2,950 Cr, an improvement of 22% YoY.
2. Reconciliation of ‘Reported PAT to Normalised PAT’ provided in the Annexure to this press release.


Mr. Vinod Bahety, Whole-Time Director & CEO, ACC Limited, said: “Amidst, the global volatility and energy cost pressures, we have delivered a sustained performance this quarter and during this fiscal, supported by strong brand penetration and disciplined execution across our operations. Despite headwinds, we recorded a highest ever sales volume and revenue in the quarter. Volume growth was driven by a higher share of trade and premium cement, continued momentum in ready mix concrete, and improved utilisation of our existing asset base.

The year marked continued progress on improving utilisation across the existing asset base and advancing alignment under the proposed ‘One Cement Platform’, focused on operational integration, capital efficiency and long-term value creation.

Digitalisation under CiNOC and the strengthening of our RESQ¹ framework supported operational reliability and efficiency. With a sustained emphasis on execution, cost discipline and premiumisation, we are positive for improved performance on the back of cost efficiency in the coming quarters.”

Operational Performance:

  • Highest ever sales volume in a quarter @ 11.9 MnT, a growth of 8% YoY.
  • Highest ever quarterly revenue of Rs 7,146 Cr, up 17% YoY driven by higher premium product mix.
  • WHRS power share increased by 2.9 pp from 13.5% to 16.4%.

In our targeted cost reduction journey with the planned initiatives, primarily envisages optimisation in Raw Materials, Power & Fuel, Logistics cost.

Particulars (YoY) Q4 FY26 FY26
Kiln Fuel Cost Rs 1.65/’000 kCal2
(Q4FY’25 - Rs 1.47/’000 kCal)
Rs 1.61/’000 kCal
(FY’25 - Rs 1.61/’000 kCal)
Power Cost Rs 5.8/ kWh
(Q4FY’25 – Rs 5.9/kWh)
Rs 6.0/ kWh
(FY’25 – Rs 6.2/kWh)
Green Power (as a % of power Consumption) 31%
(Q4FY’25 – 22%)
30%
(FY’25 – 18%)
Primary Lead 273 kms
(Q4FY’25 – 270 kms)
269 kms
(FY’25 – 274 kms)
Direct Dispatch (%) 50%
(Q4FY’25 – 50%)
48%
(FY’25 – 48%)
Premium Products (% of trade sale) 45%
(Q4FY’25 – 41%)
44%
(FY’25 – 38%)
  1. RESQ – Reliability, Environment, Safety and Quality
  2. Higher fuel cost in Q4FY’26 because of the prevailing energy situation arising from geopolitical events.

Balance Sheet Strength:

  • Debt-free balance sheet with net worth of Rs 20,554 Cr and cash & cash equivalents of Rs 918 Cr.
  • AAA / A1+ credit ratings from CRISIL and CARE. Healthy cash flows to sustain the Capex program.

Update on Amalgamation of ACC with Ambuja:

  • The Company has filed necessary applications for seeking no-objections certificates from BSE and NSE for the Scheme.
  • The proposed Scheme is further subject to necessary statutory and regulatory approvals under the applicable laws, including approval of the jurisdictional Hon’ble National Company Law Tribunal (“NCLT”) and is expected to be completed by FY’27.

ESG Updates:

  • Advanced decarbonisation roadmap with SBTi validated near term and net zero targets, including progress towards commercial deployment of Coolbrook’s RotoDynamic Heater™ technology and selection for the Indo Swedish CCU pilot in the global cement sector.
  • Strengthened ESG performance reflected in 2025 ESG ratings by S&P Global CSA, CDP, Sustainalytics and CareEdge.
  • The Company is water positive with zero liquid discharge across plants and 100% onsite treatment and reuse of wastewater.
  • Continued community and livelihood development initiatives, with 2.76 million CSR outreach till FY’26 through skilling, technology and women centric programmes.

Impact of West Asia Conflict:

  • The Indian cement sector is facing cost pressures from higher fuel, diesel, rising costs of packaging bags amid supply issue, and rupee depreciation, with a larger impact expected in the first half of the current financial year.
  • The Company is mitigating cost pressures through fuel mix optimisation, higher renewable energy adoption, improved logistics efficiencies, prioritization of higher-margin markets, and long-term raw material sourcing arrangements.

Industry Outlook:

Cement demand remained strong through FY26. However, demand growth for FY27 is expected to remain soft at ~5%, factoring in early forecasts of a below normal monsoon, which could adversely impact agricultural output and housing demand, as well as ongoing West Asia conflicts leading to fuel price volatility. The Company continues to focus on strengthening brand penetration, scaling up trade sales, and driving premiumisation across its portfolio. India’s long term infrastructure growth outlook remains strong despite near term geopolitical challenges.

About ACC Limited

ACC Limited, a subsidiary of Ambuja Cements and part of the diversified Adani Group, is one of India’s most trusted building materials and concrete solutions company. With a legacy of nearly nine decades, ACC operates 20 cement manufacturing sites, 117 ready-mix concrete plants, and a nationwide network of channel partners, serving its customers. ACC is actively advancing its sustainability roadmap with a strong focus on green energy, circular economy, and digital transformation. The Company alongside Ambuja Cements is among the fourth large-scale building materials company in the world committed to net-zero by 2050, with its near-term and science-based net-zero targets validated by the Science Based Targets initiative (SBTi). ACC continues to drive operational excellence through synergies with the Adani Group in logistics, power, project execution, and digital infrastructure. ACC has also been recognised with a ‘Leadership Score’ of A– by CDP for its climate change mitigation efforts. Its innovative products are listed in the GRIHA product catalogue, supporting India’s transition to low-carbon construction. ACC has been recognised as one of ‘India’s Most Trusted Cement Brands’ by TRA Research and among the ‘Iconic Brands of India 2025’ by The Economic Times for the third consecutive year.

For media queries, please contact: For investor relations, please contact:
Roy Paul Deepak Balwani
Adani Portfolio ACC Limited
Tel: 91-79-25556628 Tel: 91-79-68253847
roy.paul@adani.com deepak.balwani@adani.com

Safe Harbour Statement

This press release contains forward-looking statements relating to Ambuja Cements Limited and ACC Limited’s future operations, performance, and financial outlook, which are based on current assumptions and expectations. These statements involve inherent risks and uncertainties that could cause actual results to differ materially from those anticipated. Factors such as changes in market conditions, economic developments, regulatory requirements, industry dynamics, and unforeseen circumstances may impact the company’s performance. Ambuja Cements Limited and ACC Limited undertakes no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise. For a detailed discussion of these risks, please refer to our filings with the Securities and Exchange Board of India (SEBI) and other relevant regulatory authorities.

Annexure I - Consolidated Financial Performance:

Particulars UoM Q4 FY’26 Q4 FY’25 FY’26 FY’25
Sales Volume
(Cement)
Million Tonnes 11.9 11.1 43.9 39.0
Sales Volume
Ready Mix Concrete
Million M3 1.14 0.86 3.85 2.86
Revenue from Operations Rs. Cr 7,146 6,115 25,962 21,9201
Operating EBITDA & Margin Rs. Cr 627 830 2,950 3,0611
% 8.8% 13.6% 11.4% 14.0%1
Rs. PMT 525 749 672 7851
Other Income Rs. Cr 52 194 402 1,072
Profit before Tax Rs. Cr 370 882 2,157 3,127
Profit after Tax Rs. Cr 238 751 2,137 2,402
Profit after Tax2
(Normalised)
Rs. Cr 241 542 1,304 1,187
EPS (Diluted) Rs. / Share 12.7 39.9 113.5 127.6

1. Including one-time income wrt Excise Duty refund (Gagal plant) of Rs 637 Cr in FY’25. Excluding this, the Normalised EBITDA for FY’25 is Rs 2,425 Cr vs Normalised EBITDA of FY’26 Rs 2,950 Cr, an improvement of 22% YoY.
2. Reconciliation of 'Reported PAT to Normalised PAT' provided in the below table.

One-off items:

Particulars UoM Q4 FY’26 Q4 FY’25 FY’26 FY’25
Profit after Tax Reported Rs. Cr 238 751 2,137 2,402
Excise duty refund Rs. Cr 637
Interest on income tax Rs. Cr 128 205 658
Chhattisgarh IDEC3 Rs. Cr 82
Impact of New Labour / Wage code Rs. Cr (4) (54)
Litigation Settlement Rs. Cr (27) (27)
Impairment (Wadi-1, Bargarh and Chaibasa) Rs. Cr (207) (207)
Gain on Sale of Land Rs. Cr 369 369
Income tax provision reversal Rs. Cr 12 658 12
Tax Impact Rs. Cr 1 (66) (59) (226)
Total impact on PAT Rs. Cr (3) 209 833 1,215
Profit after Tax Normalised Rs. Cr 241 542 1,304 1,187

3. IDEC – Infrastructure Development and Environment Cess.

Other Releases

NDTV
November 21, 2024
Scroll to top