ACC Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 25 Aug 2026 | Cement & Cement Products | Market Cap: ₹24.6K Cr
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.
Price
₹1,307
Market Cap
₹24.6K Cr
P/E Ratio
12.9
Revenue Rank
Margin Rank
How does ACC rank in Cement & Cement Products?
Compare ACC against every Cement & Cement Products company this quarter on revenue, margins and earnings-call signals.
ACC — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹7.1K Cr, net profit ₹238 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 4- →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
Rank 3- →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).
- →Cost reduction is a key focus, aiming to reduce cost per ton from ~INR5,000 in 2022 to around INR4,241 in Q1 FY27, with a guidance of INR4,000 or below by FY28, implying INR250 cost reduction next year.
- →Incremental cost savings from captive green power consumption are expected to improve EBITDA margins.
- →EBITDA per ton is influenced by price and cost; focus remains on cost control to drive margin expansion.
- →Capex of INR6,500 crores planned over FY27 and FY28 for growth and efficiency projects including capacity expansion and energy projects.
- →Temporary volume impacts due to suspended plants expected to normalize in six months.
- →Strong brand equity and channel investments anticipated to further improve market share and profitability.
🏗️ Capital Expenditure Plans
Yes- →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.
💰 Fundraising & Capital Structure
No information📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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.