ACC delivers remarkable performance in Q2 & H1 FY’26

Financial Highlights:

• Quarterly Revenue at Rs. 5,932 Cr, up by 28% YoY highest ever in Q2 series
• Q2 EBITDA @ Rs. 849 PMT, up 67% YoY, Rs. 846 Cr, up 94% YoY, EBITDA margin @14.3%, up 4.8 pp YoY
• EPS at Rs. 59.4 for the quarter, up by Rs. 48.8 YoY
• Net worth at Rs. 19,937 Cr, up by Rs 1,151 during the quarter, continue to remain Debt Free, highest rating of Crisil AAA (Stable)/ Crisil A1+

Operational Highlights:

• Synergies with Ambuja and associates (Penna, Sanghi, Orient) bringing significant benefits in business operations
• Adani Cement business RE capacity reached 673 MW, ACC to benefit from reduced power cost 
• Salai Banwa, Kalamboli expansion program on track, will add 3.4 MTPA capacity in Q3. Plant debottlenecking to unlock additional capacity of 5.6 MTPA by FY’28 at much lower capex of USD 48/MT. Operating leverage to reduce cost by at least 5%.
• Logistics debottlenecking initiative to improve existing capacity utilisation by 3%

Strategic Initiatives:

• CiNOC¹ (Cement Intelligent Network Operations Centre) launched to infuse AI layer deep into our enterprise fabric, will facilitate paradigm shift in operations 
• Strategic engagements & partnerships with CONCOR¹, CREDAI¹, 400+ academia (Adani Cement FutureX programme)
• Adani Cement ordered 7 vessels of total 65,800 DWT¹capacity, share of sea logistics to reach 5%

Ahmedabad : ACC Limited, part of the diversified Adani Portfolio and the fastest-growing building materials and solutions company, delivered exceptional Q2 FY’26 performance with strong growth in sales volumes and a sharp rise in EBITDA, sustaining momentum through the start of the fiscal year. The Company’s ‘Reimaginaction’ drive continues to bring positive traction across key value levers. This achievement reflects enhanced operational efficiency and a sharper customer-centric approach, supported by a focused transformation agenda, disciplined execution, wider accessibility of premium solutions driven by recent tax reforms, and rapid digital integration across the dealer, contractor and logistics ecosystem.

Mr Vinod Bahety, Whole-Time Director & CEO, ACC Limited, said: “This quarter has been instrumental for the cement sector. Despite the challenges from prolonged monsoons, the sector stands to benefit from several favourable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess. These developments will support steady demand momentum going forward. Salai Banwa, Kalamboli expansion projects will add 3.4 MTPA during this year. Plant debottlenecking will unlock capacity of 5.6 MTPA, Logistics debottlenecking will help improve utilisation levels. 

As part of the larger Adani Cement family and under the parentage of Ambuja Cements, ACC is benefitting from the Group’s integrated ecosystem — spanning logistics, renewable energy, and innovation. Ambuja’s strategic investments in this ecosystem are also helping ACC’s expansion, cost improvement and transformation.  The upcoming clinker capacities of Ambuja ~ 30 MTPA, 1000 MW of RE power will also be available for ACC under MSA, which will continue its growth momentum.  The outlook for the balance of FY’26 remains positive, led by cost improvement, premiumisation and digitalisation.”

Financial Leadership 

• Operating EBITDA at Rs. 846 Cr, up by 94% YoY, EBITDA margin at 14.3%.
• EPS (Diluted) at Rs. 59.4, during the quarter, up by Rs. 29.7 YoY
• Net Worth increased by Rs 1,151 Cr during the qtr and stands at Rs. 19,937 Cr
• Crisil rated Crisil AAA (stable) / Crisil A1+, continue to remain debt free

Financial Performance for the Quarter and Half year ended September 30, 2025:

Particulars	UoM	Q2 FY’26	Q2 FY’25	H1 FY’26	H1 FY’25
Sales Volume (Cement)	Million Tonnes	10.0	8.6	20.6	18.1
Sales Volume Ready Mix Concrete	Million M3	0.90	0.61	1.73	1.28
Revenue from Operations	Rs. Cr	5,932	4,634	12,019	9,834
Operating EBITDA & Margin	Rs. Cr	846	436	1,624	1,115
	%	14.3%	9.4%	13.5%	11.3%
	Rs. PMT	849	507	787	616
Other Income	Rs. Cr	224	159	292	230
Profit before Tax	Rs. Cr	763	284	1,326	768
Profit after Tax	Rs. Cr	1,119*	200	1,495	559
EPS (Diluted)	Rs. / Share	59.4	10.6	79.4	29.7

 *includes income tax provision reversal of Rs 671 Cr..