Adani ACC’s board will consider the amalgamation of ACC and Orient Cement, creating a unified entity. The company reported a 6.5% real GDP growth in FY25, targeting 7.4% in FY26, and aims for 155 MTPA capacity by March 2028. A focus on decarbonization and indigenous digital stacks is evident, aligning with India’s growth trajectory and infrastructure super-cycle. Net worth stands at $7.8 Bn with a double-digit growth in volume, revenue, and cost leadership projected.
Amalgamation and Growth Strategy
Adani ACC is set to consider the amalgamation of ACC and Orient Cement to create a unified cement platform. The company is focused on achieving a cement production capacity of 155 MTPA (Million Tonnes Per Annum) by March 2028. India’s real GDP grew at 6.5% in FY25 and is estimated to grow at 7.4% in FY26.
Financial Performance and Targets
The company’s strategy is centered on capitalizing on India’s economic growth, which aims to reach a $35 Tn GDP by 2047 with 10-11% nominal growth. This involves significant infrastructure development, rapid urbanization, and increasing consumption. The group net worth is currently at $7.8 Bn. Company also focuses on achieving double-digit growth in volume, revenue and cost leadership, which will help it to achieve target of $ 17 EBITDA PMT by exit of Mar’28.
Decarbonization and Digital Initiatives
Adani ACC is focusing on decarbonization and ‘Atmanirbhar Bharat’ (self-reliant India) initiatives. This includes investments in green power, green hydrogen, and reducing CAD (Current Account Deficit) through indigenization. It also plans to leverage a fully developed indigenous digital stack to drive efficiency. Electricity consumption is expected to grow, providing significant opportunities for the company.
Operational Excellence and Expansion
The company reported a 67.3% clinker factor and 77% share of blended cement. They operate with 24 integrated units, 22 grinding units and 117 Ready-Mix Concrete plants. It includes 10 bulk cement terminals and 11 captive ships. Net Debt remains at $0. Current Channel partner stood at 1,20,000+ across India.
Sustainability Focus
Adani ACC is dedicated to sustainable practices. It is aligned with science-based net-zero targets for 2030 and long term 2050. Has robust ESG framework and is the first Indian cement company to adopt TNFD (Taskforce on Nature-related Financial Disclosures).
Source: BSE
