ACC Limited — Q1FY27 earnings call summary

• 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

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