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ACC Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Multiple analyst queries on volume growth and cost savings; management confident on targets
- Capacity expansion to 119 mn tons by FY27 end; clinker capacity additions ongoing
- Green power capacity at 973 MW; aiming 60% green power share by FY28
- July trade volumes up 8% y-y; full year volume growth guidance 8%
- Temporary suspension of ~3.5 mn tons capacity for optimization, restart expected within 6 months
- Cost per ton reduced by INR206 sequentially to INR4,241; target INR4,250 for FY27
- Capex guidance INR6,500 Cr for FY27; similar run rate expected for FY28
- Q1 FY27 revenue INR9,500 Cr; EBITDA INR1,589 Cr (margin 16.7%, +331 bps y-y); PAT INR660 Cr
- Trade sales share rose from 74% to 78%; premium products 34% of trade sales
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.