ACC
ACC Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
1 of 3 strong
Not discussed on this call: fundraise, order book.
The short version
Ambuja Cements targets an overall volume growth of 8% for FY27, focusing primarily on the trade segment, which accounts for over 75% of sales. Ambuja Cements targets 8% volume growth for FY27, supported by increased trade volumes (8% growth seen in July) and new capacity additions (~10 million tons annually).
From ACC's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Ambuja Cements targets an overall volume growth of 8% for FY27, focusing primarily on the trade segment, which accounts for over 75% of sales.
- In July 2026, the company reported an 8% year-on-year growth in trade volumes, reflecting renewed momentum after a prior quarter volume decline.
- Growth emphasis remains on increasing trade volumes while managing non-trade volumes selectively, focusing on profitable, high-margin sales rather than volume alone.
- Long-term demand drivers include infrastructure, urbanization, industrialization, and housing, supporting sustained cement consumption growth.
- The company plans to leverage brand equity (Ambuja, ACC, Adani Cement) and investments in channel development for volume expansion, especially in key markets and South India.
- Capacity expansion is underway, with an addition of 10.2 million tons planned, supporting future sales growth.
Profitability & Margins
See what ACC said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company targets hitting 119 million tons capacity by end of FY27 with ongoing organic capacity additions.
- For FY28 and FY29, capacity additions are expected to be organic, with plans for 8-10 million tons capacity additions annually.
- Expansion projects are underway in North India (Bhatinda, Marwar Mundwa, Penna, Jodhpur) adding ~5.5 million tons capacity.
- In West India, expansion at Kalamboli plant will add ~1 million tons capacity; expansions are also happening in Bihar, East, and Central regions.
- Temporary closure of some old ACC and acquired facilities for cost and efficiency optimization, not permanent mothballing.
- Total capex for FY27 is about INR 6,500 crores covering both growth and efficiency investments.
- Significant investments in renewable energy and waste heat recovery systems are ongoing to reduce power costs.
- Infrastructure investments include railways and fly ash sourcing to improve logistics and reduce costs.
Top-ranked in Cement & Cement Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what ACC said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
ACC — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹7.1K Cr, net profit ₹238 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What ACC Ltd's management said in earlier quarters
Others in Cement & Cement Products this season
- JSW Cement Ltd (Q1 FY27)
Excluding North, cement volume growth was 8% in Q1. Key concall takeaways from JSW Cement Ltd's Q1 FY27 earnings call — and how it ranks against sector peers.
- Orient Cement Ltd (Q1 FY27)
July saw an 8% year-on-year growth in trade volumes, indicating a positive momentum after prior disruptions. Key concall takeaways from Orient Cement's Q1 FY27…
- J K Cements Ltd (Q1 FY27)
Capex plans include INR3500 crores for FY27 and around INR1200 crores for FY28, with potential additional expansions. Key concall takeaways from J K Cements's…
- Nuvoco Vistas Corporation Ltd (Q1 FY27)
Capex of INR 900 crore for FY27 (with INR 370 crore spent in Q1) supports capacity expansions and operational improvements. Key concall takeaways from Nuvoco…
Frequently Asked Questions
What were ACC Q1 FY27 results?
Ambuja Cements targets an overall volume growth of 8% for FY27, focusing primarily on the trade segment, which accounts for over 75% of sales. Ambuja Cements targets 8% volume growth for FY27, supported by increased trade volumes (8% growth seen in July) and new capacity additions (~10 million tons annually).
What is ACC share price analysis?
ACC currently shows a neutral. The stock trades at a P/E of 12.9 with a market cap of ₹24,551 Cr. Investors should review the full earnings analysis for detailed insights.
Is ACC planning capital expenditure?
The company targets hitting 119 million tons capacity by end of FY27 with ongoing organic capacity additions.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.