Whalesbook
ACC Ltd's stock has fallen 10% in a year, underperforming peers, as investors focus on medium-term growth rather than strong Q2 results. The company's sales growth relies heavily on supplies from parent Ambuja Cements due to limited internal capacity expansion. While ACC plans new capacity, concerns remain about cost management, profit margins, and working capital, especially its dependence on Ambuja. Investors await clarity on integration plans and potential merger talks.