ACC Ltd
ACC Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Ambuja Cement targets 118 million tons per annum (MTPA) capacity by FY '26 and 140 MTPA by FY '28, driven mainly by organic expansions. Ambuja aims to achieve EBITDA per ton of INR1,500 by FY '28, up from INR915 in FY '25, indicating significant margin expansion.
From ACC Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ambuja Cement targets 118 million tons per annum (MTPA) capacity by FY '26 and 140 MTPA by FY '28, driven mainly by organic expansions.
- Volume growth is supported by commissioning new clinker and grinding units in multiple locations (e.g., Bhatapara, Sankrail, Sindri, Salai Banwa, Kalamboli, etc.) throughout FY '26.
- Industry cement demand is expected to grow at 7% to 7.5% CAGR till 2030, with supply growing at 6% CAGR, indicating demand will outpace supply.
- Anticipated overall cement demand growth of around 8% for FY '26, supported by infrastructure investments, housing needs, and urbanization.
- Expansion efforts, integrated with strong brand and ground network expansion, aim to increase market share and boost sales/revenues.
2 more points from ACC Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY '26 and FY '27 organic growth capex targeted around INR 6,000 crores.
- Efficiency capex planned between INR 2,500 to 3,000 crores, including WHRS and BCFC rates improvements.
- Total capex close to INR 9,000 crores combining growth and efficiency investments.
- Key clinker unit expansions at Bhatapara, Maratha, Marwar Mundwa, and Mundra petchem progressing well.
- Grinding unit expansions at Warisaliganj, Naultha, Salai Banwa, Bhatinda, Raigarh part of 140 million tons capacity plan.
- Land acquisition for ACC grinding units and coal mines (approx. INR 680 crores), enabling future capacity growth.
2 more points from ACC Ltd's call on capex
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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
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Order Book & Pipeline
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ACC Ltd — Quarterly revenue & net profit
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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What ACC Ltd's management said in earlier quarters
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Frequently Asked Questions
What were ACC Ltd Q4 FY25 results?
Ambuja Cement targets 118 million tons per annum (MTPA) capacity by FY '26 and 140 MTPA by FY '28, driven mainly by organic expansions. Ambuja aims to achieve EBITDA per ton of INR1,500 by FY '28, up from INR915 in FY '25, indicating significant margin expansion.
What is ACC Ltd share price analysis?
ACC Ltd currently shows a neutral. The stock trades at a P/E of 13.8 with a market cap of ₹26,178 Cr. Investors should review the full earnings analysis for detailed insights.
Is ACC Ltd planning capital expenditure?
FY '26 and FY '27 organic growth capex targeted around INR 6,000 crores. - Efficiency capex planned between INR 2,500 to 3,000 crores, including WHRS and BCFC rates improvements. - Total capex close to INR 9,000 crores combining growth and efficiency investments. - Key clinker unit expansions at Bhatapara, Maratha, Marwar Mundwa, and Mundra petchem progressing well. - Grinding unit expansions at Warisaliganj, Naultha, Salai Banwa, Bhatinda, Raigarh part of 140 million tons capacity plan. - Land acquisition for ACC grinding units and coal mines (approx.
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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.