ACC Limited — Q2FY27 earnings call summary

Filed 03 November 2026 · Official transcript

14 expansion projects adding ~30 mn tons cement and 10.3 mn tons clinker capacity by FY30; capex ~INR14,500 Cr
Multiple analyst queries on capex execution, volume growth, cost outlook; mgmt confident on timelines and self-sustaining capex
Q2 FY27 consolidated cement sales volume 16.5 mn tons; revenue INR9,197 Cr; EBITDA INR1,271 Cr (14% margin); PAT INR236 Cr
Volume growth expected to outpace industry in H2 FY27; focus on value-led growth and market share
Cost target INR4,250/ton for FY27; fuel cost INR1.87/1000 kcal in Q2; green power share 61%
Merger of ACC and Orient Cement with Ambuja expected within FY27; EPS accretive
Trade volumes +8.6% Y-o-Y; premium product share 37%; blended cement share 82%