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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
ACC
ACC (ACC) investor relations material
ACC Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 26/27 earnings summary29 Oct, 2026
Executive summary
Q2 FY’27 cement sales volume was 16.5 MnT; operating highlights reported revenue of ₹9,197 crore, EBITDA of ₹1,271 crore and PAT of ₹236 crore, with EBITDA down 28% YoY amid geopolitical cost pressures.
Separate consolidated financial statements reported Q2 revenue of ₹5,656 crore and PAT of ₹93 crore; prior-year tax write-backs materially affected profit comparisons.
Value-led growth, improving trade mix and an expanding capacity pipeline were key operating priorities; the debt-free position was maintained.
Financial highlights
Operating highlights cited Q2 sales volume of 16.5 MnT, revenue of ₹9,197 crore, EBITDA of ₹1,271 crore and PAT of ₹236 crore; EBITDA margin was 13.8% and EBITDA per tonne ₹770.
Excluding geopolitical impacts, EBITDA per tonne was ₹998 and margin 17.9%; reported Q2 PAT was ₹236 crore versus normalized PAT of ₹300 crore.
Consolidated financial statements separately reported Q2 revenue of ₹5,656 crore, PBT of ₹124 crore and PAT of ₹93 crore, including ₹71 crore of exceptional expense.
H1 financial statements reported revenue of ₹11,456 crore, PAT of ₹240 crore and ₹95 crore of VSS termination costs; prior-year tax write-backs significantly affected comparisons.
Q2 total cost was ₹4,410 per tonne, including an estimated ₹228 per tonne geopolitical impact; normalized cost excluding geopolitical-conflict impacts was ₹4,182 per tonne.
Outlook and guidance
H2 FY’27 volume growth is expected to exceed industry growth; management targets higher-single-digit growth and aspires to double-digit growth.
Cost targets are ₹4,250 per tonne in FY’27 and ₹4,000 in FY’28; green power, BCFC, WHRS, alternative fuels and domestic coal are identified as cost levers.
Capacity roadmap targets 149 MTPA, with debottlenecking expected to raise capacity to 155 MTPA; FY’27 exit utilization is expected near 75%.
Premium cement share target is 40% of trade sales; profitability gains are expected from trade mix and cost optimization.
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Latest events from ACC
- Record earnings and cement growth fueled expansion plans, despite rising input and supply risks.ACC
Q4 2006 - Record cement volumes and earnings funded expansion amid mounting cost and supply pressures.ACCQ4 2007
- Volume growth lifted earnings, but fuel and freight inflation compressed margins.ACCQ4 2011
- RMX growth softened cement weakness as a major depreciation charge cut reported earnings.ACCQ4 2015
- Higher realizations lifted sales, but mining disruptions squeezed cement earnings.ACCQ4 2014
- Higher cement volumes could not offset falling margins amid a sharp economic downturn.ACCQ4 2008
- Profit fell amid cost and pricing pressure as capacity expansion advanced toward ~30 MTPA.ACCQ4 2010
- Higher cement EBITDA and volumes, lower reported PAT, and a ₹3,300 crore expansion define 2012.ACCQ4 2012
- Tax write-backs lifted PAT as weak cement demand pressured earnings; RMX turned around.ACCQ4 2013
Next ACC earnings date
Q3 26/2728 Jan, 2027
ACC
Next ACC earnings date
Q3 26/2728 Jan, 2027
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