ACC reported a 346% jump in Profit After Tax (PAT) to Rs 380 Cr in Q3 FY26. Revenue increased by 22% YoY, driven by highest-ever quarterly sales volume of 11.3 Mn T. The company highlighted improved realizations and a strong focus on cost optimization. ACC also announced its amalgamation with Ambuja Cements to form a unified ‘One Cement Platform’.
Q3 FY26 Performance Highlights
ACC announced robust performance in Q3 FY26, demonstrating significant growth across key financial metrics:
- PAT: Jumped by 346% to Rs 380 Cr
- Revenue: Increased by 22% YoY
- Sales Volume: Achieved a record of 11.3 Mn T, up 15% YoY
- RMC Volume: Reached 0.97 Mn M3, reflecting a 36% YoY growth
- EBITDA: Stood at Rs. 700 Cr, which is up by 46% YoY
The company also noted that its net worth increased to Rs. 20,326 Cr and that it continues to remain debt-free with the highest credit ratings.
Strategic Initiatives
ACC is actively pursuing strategic initiatives to enhance its market position and operational efficiency:
- Amalgamation: Announced amalgamation with Ambuja Cements to create a unified ‘One Cement Platform’ for long-term value creation.
- Capacity Additions: Focused on capacity additions and debottlenecking initiatives to support sustained growth and cost leadership.
- CINOC: Cement Intelligent Network Operating Centre gaining momentum.
- Adani Cement FutureX: Engaging with over 750+ institutions, impacting over 1.3 million students.
Operational Performance
Key operational highlights from the announcement include:
- Higher Trade and Premium Cement Sales: Resulted in better realizations and strengthened market position.
- Digitalization: Implementation of a digitalization agenda under CiNOC to improve productivity.
- Cost Reduction: Targeted cost reduction through optimized raw material usage and logistics.
- Green Power: Increasing share of green power, fuel efficiency, and improved WHRS and AFR utilization.
The company has stated that the proposed integration into the One Cement Platform is expected to accelerate efficiency and growth and the business continues to operate under the core values of Reliability, Environment, Quality, and Safety (RESQ).
Financial Leadership
Key financial data points from the report:
- Operating EBITDA at Rs. 700 Cr, with an EBITDA margin of 10.8%.
- Earnings Per Share (EPS) at Rs. 21.5 for Q3 FY26.
- The WHRS power share increased to 17.2%.
Growth Outlook
ACC’s announcement highlighted ongoing projects and strategic moves to sustain growth:
- Capacity Expansion: Cement grinding units at Salai Banwa and Kalamboli are on track to be commissioned in Q4 FY26.
- Industry Outlook: The cement industry is expected to sustain its growth momentum, with demand revival continuing into Q4.
- The company has adopted Taskforce on Nature-related Financial Disclosures (TNFD) framework and continues to invest in water conservation and community development.
Source: BSE
