ACC Ltd FY 2025-26 Results
ACC Ltd's consolidated revenue surged by 23.94% to ₹25,961.85 crore in FY 2025-26, compared to ₹20,946.68 crore in the previous fiscal year. Cement sales volume increased by 12% year-on-year to 43.9 million metric tonnes (MMT).
Reader Takeaway: Volume-driven revenue growth countered by margin pressure from input cost volatility.
What just happened
ACC Ltd announced its financial results for the fiscal year 2025-26, showcasing a significant increase in consolidated revenue and cement sales volume. However, profitability saw a decline.
Why this matters
The results indicate top-line strength driven by volume growth, a positive sign for market share. Yet, the drop in profit and EBITDA margins highlights sensitivity to rising input costs, a key concern for cement sector profitability.
The backstory
ACC has been focusing on capacity expansion and operational efficiency. In the previous fiscal year (FY 2024-25), the company had reported a consolidated PAT of ₹2,402.27 crore on revenue of ₹20,946.68 crore, with cement sales volume at 39.0 MMT.
What changes now
The company's board has recommended a final dividend of ₹7.50 per equity share. ACC is actively expanding its capacity, reaching 109 MTPA in FY26 and targeting 119 MTPA by FY 2026-27.
Risks to watch
Input cost volatility, particularly for energy and logistics, remains a key risk that can impact future profitability. Monitoring the effectiveness of cost-optimization measures will be crucial.
Peer comparison
(Contextual data for peer comparison is not available in the provided filing.)
Context metrics (time-bound)
- Consolidated Revenue FY26: ₹25,961.85 crore (up 23.94% YoY)
- Consolidated PAT FY26: ₹2,137.23 crore (down 11.03% YoY)
- Cement Sales Volume FY26: 43.9 MMT (up 12% YoY)
- EBITDA Margin FY26: 13% (down from 18% in FY25)
- Capacity FY26: 109 MTPA (up from 89 MTPA)
- Dividend recommended: ₹7.50 per share
- Debt Status: Debt-free
What to track next
Investors will be looking for updates on cost management strategies and the impact of demand trends on the cement sector in the upcoming fiscal year.
