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Q1 FY27Cement & Cement Products

ACC Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹1,307
Market cap₹24.6K Cr
P/E12.9
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueSlow growth
MarginMargins steady
CapexCapex planned

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

Slow growth
  • 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.

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Profitability & Margins

See what ACC said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • 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.

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Top-ranked in Cement & Cement Products

Ranked on what management guided this quarter

Guidance-ranked
1Grasim Inds
Rev 1Mar 3
2BIGBLOC Const.
Rev 2Mar 1
3
Rev 3Mar 1
4
Rev 3Mar 3
5
Rev 3Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

The provided pages from the Ambuja Cements Limited transcript do not contain specific information about the current or expected order book or pending orders. The discussion mainly revolves around: - Production capacities, clinker units commissioning timelines (e.g., Jodhpur clinker operational in FY27 Q2; Maratha clinker expected in FY28) - Volume growth guidance (8% targeted volume growth for FY27) - Operational efficiencies, cost savings, and sales mix (trade vs. non-trade volumes) - Temporary plant shutdowns and capacity utilization

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ACC — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹7.1K Cr, net profit ₹238 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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  • The Ramco Cement (Q1 FY27)

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  • Sagar Cements (Q1 FY27)

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🔎 Who's planning the most growth?

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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.