Adani ACC reported a strong Q2 & H1 FY’26, with Q2 PAT at Rs. 1,119 Cr, up 460% YoY, and a record volume of 10.0 Mn T, up 16% YoY. The company benefited from synergies, enhanced efficiency, and strategic initiatives, including digital integration and cost optimization. EBITDA margin reached 14.3%. Outlook for the remainder of the fiscal year remains positive.
Financial Highlights
Adani ACC showcased impressive financial results for Q2 FY’26:
- Quarterly Revenue: Rs. 5,932 Cr, up by 28% YoY, marking the highest ever in Q2 series.
- Q2 EBITDA: Rs. 849 PMT, up 67% YoY, or Rs. 846 Cr, up 94% YoY. The EBITDA margin reached 14.3%, an increase of 4.8 pp YoY.
- EPS: Rs. 59.4 for the quarter, showing a rise of Rs. 48.8 YoY.
- Net worth: Reached Rs. 19,937 Cr, an increase of Rs 1,151 during the quarter.
Operational Performance
The company emphasized several operational achievements:
- Synergies with Ambuja and associates are driving significant business benefits.
- Adani Cement’s renewable energy capacity reached 673 MW.
- The Salai Banwa and Kalamboli expansion programs are on track to add 3.4 MTPA capacity in Q3.
- Plant debottlenecking is expected to unlock an additional capacity of 5.6 MTPA by FY 28.
Strategic Initiatives
Key strategic initiatives undertaken by Adani ACC include:
- Launch of CINOC (Cement Intelligent Network Operations Centre).
- Strategic engagements and partnerships with CONCOR, CREDAI, and over 400 academic institutions.
- Order of 7 vessels with a total capacity of 65,800 DWT.
Leadership Commentary
Mr. Vinod Bahety, Whole-Time Director & CEO, ACC Limited, noted the positive impacts from developments such as GST 2.0 reforms and the Carbon Credit Trading Scheme. He highlighted expansion projects and debottlenecking efforts to improve utilization levels.
Market Leadership and Cost Optimization
Adani ACC maintains a strong brand, differentiated value, and agile supply chain. In terms of cost leadership, the company is focused on optimizing raw materials, power & fuel, and logistics costs. Revenue for the quarter stood at Rs. 5,932 Cr, up by 28% YoY. The company aims for further cost reductions, targeting Rs. 3,650/ MT by FY28.
Sustainability Efforts
Adani ACC is committed to sustainability, highlighted by the release of its Sustainability Report for FY’25 and planting 7.06 million trees as of H1 FY’26. The company maintains Zero Liquid Discharge (ZLD) across all manufacturing sites and has received multiple awards for energy efficiency and safety.
Source: BSE
