ACC
ACC Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Ambuja Cements expects consolidated volume growth of around 8%-10% in FY '27, targeting approximately 80 million tonnes, supported by stabilization and ramp-up of acquired assets like Sanghi and Penna, and commissioning of ongoing expansions adding about 10 million tonnes capacity. Ambuja Cements targets volume growth to around 8-10% in FY '27, aiming for about 80 million tonnes, aided by stabilizing acquired assets (Sanghi, Penna) and commissioning ongoing expansions adding ~10 million tonnes capacity.
From ACC's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Ambuja Cements expects consolidated volume growth of around 8%-10% in FY '27, targeting approximately 80 million tonnes, supported by stabilization and ramp-up of acquired assets like Sanghi and Penna, and commissioning of ongoing expansions adding about 10 million tonnes capacity.
- Industry growth is anticipated to be softer at around 5%-5.5% for FY '27, impacted by inflation and weak monsoon.
- The company plans to focus on optimizing existing capacities and improving utilization rates (e.g., Sanghi at 65%-70%, Penna at 55%-60%, others around 75%-80%).
- Growth strategy emphasizes trade volume and premium cement sales, with premium products constituting roughly 36% of trade sales, a figure they aim to sustain or improve gradually.
2 more points from ACC's call on revenue
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Profitability & Margins
See what ACC said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current capex under execution is around INR4 billion, including capacity expansion, Waste Heat Recovery Systems (WHRS), and fly ash transportation systems.
- Annual capex guidance is INR65-70 billion for the next 2 years, focused on debottlenecking and maintenance.
- Two new clinker capacity projects planned: Mundra (2 million tonnes) and Assam (limestone block acquisition) to begin by end of the year, aiming for commissioning within 24-28 months.
- The Maratha plant will add 4 million tonnes, increasing clinker capacity from 69 to 73 million tonnes.
- Emphasis on disciplined capital allocation prioritizing organic growth and stabilizing acquired assets (Sanghi, Penna).
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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
2 more points from ACC's call on order book
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ACC — 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 Q4 FY26 results?
Ambuja Cements expects consolidated volume growth of around 8%-10% in FY '27, targeting approximately 80 million tonnes, supported by stabilization and ramp-up of acquired assets like Sanghi and Penna, and commissioning of ongoing expansions adding about 10 million tonnes capacity. Ambuja Cements targets volume growth to around 8-10% in FY '27, aiming for about 80 million tonnes, aided by stabilizing acquired assets (Sanghi, Penna) and commissioning ongoing expansions adding ~10 million tonnes capacity.
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?
Current capex under execution is around INR4 billion, including capacity expansion, Waste Heat Recovery Systems (WHRS), and fly ash transportation systems.
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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.