ACC reports strong Q2 FY'26 performance, drives strategic growth

ACC Limited reported strong Q2 FY'26 with profit after tax at INR 1,119 crore, a 460% year-on-year increase, and record quarterly sales volumes of 10.0 m tonnes, up 16% year-on-year. Revenue from operations for the quarter stood at INR 5,932 crore, a 28% year-on-year increase. The company's net worth increased by INR 1,151 crore during the quarter, reaching INR 19,937 crore, maintaining a debt-free status with a Crisil AAA (Stable) / Crisil A1+ rating.

Operationally, ACC's current capacity is 40.4 MTPA, projected to reach 43.7 MTPA with the commissioning of Salai Banwa and Kalamboli plants in Q3. Further debottlenecking will add 5.6 MTPA over 24 months. The company is actively managing limestone reserves by augmenting new blocks and leveraging parent Ambuja for clinker supplies. Cost optimization initiatives include a 9% reduction in power cost to INR 5.95/kWh due to parent Ambuja's investment in 556 MW of RE power.

The company is also expanding its Ready Mix Concrete (RMX) plants to 365 by 2030, targeting a capacity of 35 Mn M³. It is financing ongoing capital expenditure through healthy treasury funds and internal accruals, with cash and cash equivalents of INR 787 crore as of September 2025, boosted by INR 750 crore in tax refunds received in October 2025.