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ACC
ACC (ACC) investor relations material
ACC Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary30 Jan, 2026
Executive summary
Achieved industry-leading cement volume growth of 17% year-over-year in Q3FY'26 and 19% for 9MFY'26, with market share rising to 16.6% and consolidated revenue up 17% to Rs 29,740 Cr.
Premiumization and product mix improvements drove higher realizations, with premium cement volumes up 31% year-over-year, now 35% of trade sales.
Integration of acquired assets (Sanghi, Penna, Orient) progressing well; capacity utilization for acquired assets improved to 58% (up from 37% last year), with December exit at 65%.
Amalgamation of ACC and Orient Cement with Ambuja Cements creates a unified platform for accelerated growth and operational synergies, subject to regulatory approvals.
Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were approved by the Board on January 28, 2026.
Financial highlights
Highest ever quarterly sales volume at 18.9 million tons, up 17% year-over-year; quarterly revenue reached INR 10,277 crore, up 20% year-over-year.
PAT for the quarter was INR 378 crore, up 258% year-over-year, after adjusting for one-off items; normalized PAT for 9MFY'26 at Rs 1,984 Cr (+42% YoY).
Operating EBITDA was INR 1,353 crore, up 53% year-over-year; 9MFY'26 EBITDA margin at 17.1%, EBITDA per tonne at Rs 943.
Net worth stands at INR 69,854 crore; company remains debt-free with top credit ratings.
Standalone revenue from operations for Q3 FY26: ₹6,366.82 crore; standalone net profit: ₹541.40 crore; consolidated net profit: ₹404.25 crore.
Outlook and guidance
Targeting 8% industry demand growth for FY 2026, with expectations of continued double-digit volume growth and further price improvements in Q4.
Cost per ton expected to decline to INR 3,800 by March 2027 and INR 3,650 by March 2028, driven by efficiency initiatives and green power integration.
Capacity target of 155 million tons by March 2028, with phased expansion and debottlenecking; Assam greenfield project to be operational in 18-24 months.
Amalgamation with Ambuja Cements Limited is expected to drive future synergies, pending statutory approvals.
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Next ACC earnings date
Q4 25/2623 Apr, 2026
ACC
Next ACC earnings date
Q4 25/2623 Apr, 2026
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