Earnings Review
ACC topline rises in Q3 on record cement sales; PAT slips
This story was originally published at 18:09 IST on 28 January 2026
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--ACC: Oct-Dec net profit INR 5.41 bln
--ACC: Analysts saw ACC Oct-Dec net profit at INR 4.13 bln
--ACC: Oct-Dec revenue INR 63.67 bln
--ACC: Analysts saw ACC Oct-Dec revenue at INR 62.70 bln
--ACC: Oct-Dec net profit INR 5.41 bln vs INR 10.89 bln year ago
--ACC: Oct-Dec revenue INR 63.67 bln vs INR 52.20 bln year ago
--ACC: Apr-Dec net profit INR 20.38 bln vs INR 16.89 bln year ago
--ACC: Apr-Dec revenue INR 185.12 bln vs INR 148.71 bln year ago
--ACC: Oct-Dec net profit includes one-time income INR 1.57 bln
--ACC: Oct-Dec labour code implementation cost INR 495.5 mln
--ACC: Oct-Dec one-time gain INR 1.25 bln on sale of property, plant
--ACC: Oct-Dec operating EBITDA INR 7.00 bln vs INR 11.16 bln year ago
--ACC: Oct-Dec operating EBITDA margin 10.8% vs 18.7% year ago
--ACC: Oct-Dec operating EBITDA per tn INR 619 vs INR 1,136 year ago
--ACC: Oct-Dec cement sales volume 11.3 mln tn vs 9.8 mln tn year ago
--ACC: Industry on track for around 8% growth in FY26
--ACC: Demand revival seen in Q3 has continued into Q4
By Afra Abubacker
NEW DELHI – ACC Ltd. reported a double-digit rise in its top line for Oct-Dec on the back of record quarterly cement sales, but registered a fall in bottom line amid declining operating margins. The company beat analysts' consensus estimates for net profit and net sales in the reporting quarter.
The company's revenue from operations for the December quarter was INR 63.67 billion, up nearly 22% on year and over 8% quarter. Analysts had estimated the company's net revenue at INR 62.70 billion.
The company's net profit for the December quarter fell 50% on year and over 51% sequentially to INR 5.41 billion. This is including a one-time income of INR 1.57 billion. Analysts had estimated the company's net profit at INR 4.13 billion.
The company achieved its highest quarterly sales volume in the December quarter at 11.3 million tonnes, significantly up from 9.8 million tonnes in the year-ago quarter.
The company's operating earnings before interest, tax, depreciation, and amortisation was INR 7.00 billion, down from INR 11.16 billion year ago. The operating EBITDA margin contracted to 10.8% from 18.7% in the year-ago quarter. The EBITDA per tonnes declined to INR 619 from INR 1,136 year ago.
ACC said its realisations were better than industry peers, supported by higher trade and premium cement sales alongside continued expansion in ready-mix concrete. "We remain focused on resolving specific cost levers as part of our blueprint, particularly power costs, increasing the share of green power, fuel efficiency, improved WHRS and AFR utilization, and tighter logistics costs," Vinod Bahety, whole-time director & chief executive officer, said in a release. The cement maker's total expenses rose 19% on year to INR 60.78 billion.
Following the implementation of the new labour code from November, the company incurred about INR 500 million as an exceptional expense towards additional gratuity and leave encashment obligations, according to release.
For Apr-Dec, the company's net profit was INR 20.38 billion, up nearly 21% on year. Its net revenue for the nine-month period was INR 185.12 billion, up over 24% on year.
Going forward, the company expects cement industry to sustain its growth momentum. "The demand revival seen in Q3 has continued into Q4, placing the industry on track for growth of around 8% in FY26," it added. End
Edited by Akul Nishant Akhoury
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