ACC Limited, part of the unified ‘One Cement Platform,’ reported a strong performance for FY’26, achieving a 16% year-on-year volume growth to 73.7 MnT. Despite quarterly fuel cost inflation, the company delivered an annual EBITDA PMT of Rs 887. With net worth reaching Rs 71,846 Cr and continued debt-free status, the company is focused on capacity expansion and operational efficiencies to maintain its leadership position in the Indian cement industry.
Financial Performance Overview
For the financial year ended March 31, 2026, the company demonstrated significant growth with consolidated revenue from operations rising to Rs 40,656 Cr, a 15% increase over the previous year. The reported annual EBITDA stood at Rs 6,539 Cr. The company saw a robust 10% volume growth in the March quarter alone, reaching 19.9 MnT, reflecting the success of its strategic focus on trade sales and premium products.
Strategic Capacity Expansion
The company has significantly scaled its infrastructure, with a total cement capacity reaching 109 MTPA as of March 31, 2026. Key recent developments include the commissioning of a 3 MTPA clinkering line in Jodhpur and the initiation of trial runs for the 1.2 MTPA Dahej GU Line 2. Looking ahead to H1FY’27, the company plans to further increase its capacity to approximately 119 MTPA through new grinding and clinker unit commissions across several regions.
Operations and Cost Optimization
To combat headwinds from fuel cost inflation and supply chain constraints, the company is implementing rigorous cost-mitigation measures. These include fuel mix optimization, increased reliance on renewable energy, and improved logistics through rail and sea routes. The company’s ‘One Cement Platform’ initiative is further driving integration, with the successful mergers of Sanghi and Penna finalized in March and April 2026, respectively.
Sustainability and ESG Leadership
ACC continues to lead in sustainability, maintaining Zero Liquid Discharge (ZLD) across all manufacturing sites and remaining water positive at 12 times. The company has planted 7.3 million trees toward its 2030 goal of 100 million trees. With a resilient credit rating of AAA (Stable) / A1+ from CRISIL and CARE, the company remains well-positioned to sustain its ambitious capital expenditure program while prioritizing environmental, social, and governance standards.
Source: BSE
