Ahmedabad, October 31, 2025 — ACC Limited, part of the diversified Adani Portfolio and one of India’s fastest-growing building materials and solutions companies, reported a remarkable performance in Q2 FY26, with profit after tax (PAT) surging 460% year-on-year to ₹1,119 crore.
The company also achieved its highest-ever quarterly volume in the Q2 series, touching 10 million tonnes, up 16% YoY, driven by strong demand and operational excellence.
Financial Highlights
- Revenue: ₹5,932 crore, up 28% YoY, marking the highest-ever Q2 revenue
- EBITDA: ₹846 crore, up 94% YoY; margin improved to 14.3% (+4.8 pp YoY)
- EBITDA per tonne: ₹849, up 67% YoY
- EPS: ₹59.4, up by ₹48.8 YoY
- Net Worth: ₹19,937 crore, up ₹1,151 crore during the quarter
- Debt-free status maintained with the highest Crisil rating of AAA (Stable)/A1+
Operational Highlights
ACC’s strong results were underpinned by its growing synergy with Ambuja Cement and its associate companies — Penna, Sanghi, and Orient — helping optimize operations, reduce costs, and expand reach.
Key operational initiatives include:
- Power Efficiency: Adani Cement’s renewable energy (RE) capacity now stands at 673 MW, reducing ACC’s power cost base.
- Capacity Expansion:
- Salai Banwa and Kalamboli projects on track, adding 3.4 MTPA capacity in Q3 FY26.
- Debottlenecking initiatives to unlock 5.6 MTPA by FY28 at a low capex of USD 48/MT.
- Expected 5% reduction in cost through higher operating leverage.
- Logistics Optimization: Strategic logistics improvements will raise existing capacity utilization by 3%.
Strategic Initiatives
ACC continues to drive transformation through digitalization, innovation, and partnerships:
- CiNOC (Cement Intelligent Network Operations Centre): A new AI-powered operations hub to enhance real-time decision-making and operational efficiency.
- Strategic Collaborations: Partnerships with CONCOR, CREDAI, and over 400 academic institutions through the Adani Cement FutureX programme.
- Sea Logistics Expansion: Adani Cement has ordered seven vessels with a total capacity of 65,800 DWT, aiming to increase sea logistics share to 5%.
Commentary
ACC’s robust Q2 results reflect its focused transformation agenda under the Adani Group, marked by cost efficiencies, capacity expansion, and tech-driven productivity gains. The company’s “Reimaginaction” initiative continues to deliver strong traction across operations, customer experience, and sustainability.
With multiple projects nearing completion and deeper integration with Ambuja Cement, ACC is well-positioned for sustained growth in FY26 and beyond.
Leave a Reply