Earnings Review
ACC consol revenue beats view but PAT trails on higher cost
This story was originally published at 15:58 IST on 24 July 2025
Register to read our real-time news.Informist, Thursday, Jul. 24, 2025
Please click here to read all liners published on this story
--ACC Apr-Jun consol net profit INR 3.75 bln
--Analysts saw ACC Apr-Jun consol net profit at INR 5.59 bln
--ACC Apr-Jun consol net profit INR 3.75 bln vs 3.60 bln year ago
--ACC Apr-Jun consol revenue INR 60.36 bln vs 51.13 bln year ago
--ACC Apr-Jun consol cement revenue INR 57.15 bln vs 48.96 bln year ago
--ACC Apr-Jun consol readymix concrete revenue INR 4.16 bln vs 3.29 bln
--ACC shares fall to INR 1,932, down INR 18 or 0.9% vs flat earlier
--ACC Apr-Jun operating EBITDA INR 7.78 bln vs INR 6.79 bln year ago
--ACC Apr-Jun operating EBITDA margin 12.8% vs 13.1% year ago
--ACC: Apr-Jun cement, clinker sales volume 11.5 mln tn vs 10.2 mln tn yr ago
--ACC: Cement, clinker sales volume highest ever in Q1 series
By Shakshi Jain
NEW DELHI – ACC Ltd. Thursday posted lower-than-expected consolidated net profit for the June quarter due to a sharp rise in tax and expenses tied to purchases of stock-in-trade during the quarter. However, its revenue beat the Street estimate and clocked the strongest year-on-year growth in 16 quarters.
Following the announcement of the June quarter results, the company's stock price fell almost 1% to INR 1,932 on the National Stock Exchange. The stock fell further to close 3.1% lower at INR 1,890.
The Adani Group company reported a consolidated net profit of INR 3.75 billion for the June quarter, up over 4% on year but down 50% on quarter. The net profit was much lower than the INR 5.59 billion expected by analysts. The cement-maker's consolidated revenue for the June quarter rose 18% on year but was largely flat sequentially at INR 60.36 billion, beating analysts' consensus estimate of INR 57.56 billion.
In Apr-Jun, consolidated revenue from cement sales increased nearly 17% on year to contribute INR 57.15 billion to the company's total revenue and that from sales of readymix concrete rose 27% to add INR 4.16 billion. ACC's clinker and cement sales volume grew 12% on year in Apr-Jun to 11.5 million tonnes, marking the best-ever June quarter volume registered by the company.
ACC's operating earnings before interest, taxes, depreciation, and amortisation in Apr-Jun were INR 7.78 billion, up from INR 6.79 billion in the year-ago quarter. Operating EBITDA margin for the quarter contracted by 30 basis points on year to 12.8%
Presenting its outlook for the industry, ACC said in a statement: "Cement demand growth in Q1 FY'26, remained strong at 4% amid favourable macroeconomic situations and sustained demand from housing and infrastructure segments. Outlook for Q2 FY'26 continues to remain strong." The company expects overall cement demand in the current fiscal to grow 6% to 7% on the back of rise in demand for affordable housing and higher spending on infrastructure. End
Edited by Ashish Shirke
For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.
Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd by NSE Data & Analytics Ltd, a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt Ltd.
Informist Media Tel +91 (11) 4220-1000
Send comments to feedback@informistmedia.com
© Informist Media Pvt. Ltd. 2025. All rights reserved.
To read more please subscribe
