More Stories

Informist, Friday, Jul. 24, 2026

 

Please click here to read all liners published on this story

--ACC Apr-Jun net profit INR 1.48 bln 
--Analysts saw ACC Apr-Jun net profit INR 2.96 bln 
--ACC Apr-Jun revenue INR 57.48 bln 
--Analysts saw ACC Apr-Jun revenue INR 64.42 bln 
--ACC Apr-Jun net profit INR 1.48 bln vs INR 3.85 bln year ago 
--ACC Apr-Jun revenue INR 57.48 bln vs INR 62.56 bln year ago 
--ACC Apr-Jun consol operating EBITDA INR 4.57 bln vs INR 7.79 bln year ago 
--ACC Apr-Jun consol operating EBITDA margin 7.9% vs 12.3% year ago 
--ACC Apr-Jun consol operating EBITDA per tn INR 458 vs INR 730 year ago 
--ACC Apr-Jun consol cement sales volume 10 mln tn vs 10.7 mln tn yr ago 
--ACC CEO: Q1 profitability hit due to maintenance of larger integrated units 
--ACC: Expect cement industry demand growth to remain soft at 5% for FY27 
--ACC: Monsoon, input cost volatility may hit cement demand near term 
--ACC: Geopolitical uncertainities may hit cement demand near term

 

By Ashutosh Pati

 

MUMBAI – ACC Ltd. Friday reported a sharp fall in both its bottom line and top line for the June quarter. The fall in revenue was mainly due to lower volumes for the quarter. ACC's net profit fell for the third consecutive quarter while its revenue registered a fall after seven quarters.

ACC reported a net profit of INR 1.48 billion for the June quarter, down nearly 62% on year. This was way below analysts' expectations of INR 2.96 billion. The cement major's revenue for the quarter fell over 8% on year to INR 57.48 billion. This was also sharply below expectations of INR 64.42 billion.

 

The company's fuel and power expenses also fell during the quarter, contrary to expectations of an increase due to the West Asia war.

 

The company's power and fuel expenses fell over 9% on year to INR 7.73 billion for the quarter. ACC's total expenses fell over 3% on year to INR 56.03 billion for the June quarter, dragged down due to a fall in raw material costs and freight and forwarding expenses. The company's cost of materials consumed fell nearly 15% on year to INR 9.47 billion and freight and forwarding expenses were down 8% at INR 10.66 billion.

 

The company's consolidated cement sales volumes for the quarter fell to 10 million tonnes from 10.7 million tonnes a year ago. ACC reported consolidated operating earnings before interest, tax, depreciation, and amortisation of INR 4.57 billion for the quarter, down over 41% on year. Its consolidated EBITDA margin contracted to 7.9% from 12.3% in the year-ago quarter. The fall in EBITDA and sales volumes was due to higher master supply agreement with its parent Ambuja Cements Ltd., the company said. ACC's EBITDA per tonne fell sharply to INR 458 from INR 730 a year ago.

 

"During the quarter, profitability reflected the impact of planned maintenance of larger Integrated Units, higher MSA (master supply agreement) with parent Ambuja Cements, even as we continued to prioritize value-led growth and quality earnings," Whole-Time Director and Chief Executive Officer Vinod Bahety said in a release.

 

Cement demand is expected to remain lower at around 5% for 2026-27 (Apr-Jun). Near-term demand is likely to be impacted by monsoon, geopolitical uncertainties, and volatility in input costs. However, the sector's long-term outlook remains constructive due to sustained investments in infrastructure, urbanisation, and housing demand.

 

The cement sector witnessed cost pressures during the June quarter due to higher prices of imported fuels such as petcoke and thermal coal, coupled with rise in freight and logistics costs, stemming from the war in West Asia. "Given the 60–90 day fuel inventory cycle, the impact of peak fuel cost inflation is expected to coincide with the seasonally weaker Q2, potentially impacting industry profitability in the near term," ACC said.

 

ACC declared its June quarter results during market hours Friday. Shares of the company closed at INR 1,340.90 on the National Stock Exchange, up 0.5% from Thursday.  End

 

Edited by Akul Nishant Akhoury

 

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 (22) 6985-4000 

Send comments to feedback@informistmedia.com

 

© Informist Media Pvt. Ltd. 2026. All rights reserved.