StockWatch
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ACC LTD. Q2 FY26 Results

ACCQ2 FY26 Results
Filing
MetricValue ( Cr)Q1 FY26Q2 FY25
Revenue5.9K2.6%28.6%
Total Income6.2K0.0%29.0%
Expenditure5.4K3.6%21.1%
PBT761.9335.7%167.9%
Net Profit1.1K198.1%460.5%
OPM14.26%1.48pp17.51pp
NPM18.18%12.08pp13.99pp
EPS59.60198.2%464.9%
View full financials

ACC Ltd Delivers Remarkable Performance in Q2 & H1 FY’26 with 460% YoY Increase in Q2 PAT

31 Oct 2025 · 31 Oct 2025, 01:38 pm

Summary

ACC Ltd, part of the Adani Portfolio, has reported a significant increase in Q2 FY’26 profit after tax (PAT) by 460% YoY. The company's revenue for the quarter was Rs. 5,932 Cr, up by 28% YoY. The highest ever volume in Q2 series was 10.0 Mn T, up 16% YoY. The company's net worth stands at Rs. 19,937 Cr, with no debt and the highest rating of Crisil AAA (Stable)/ Crisil A1+.

Key Highlights

  1. 1

    Q2 PAT at Rs. 1,119 Cr, up 460% YoY

  2. 2

    Highest ever volume in Q2 series, 10.0 Mn T, up 16% YoY

  3. 3

    Quarterly Revenue at Rs. 5,932 Cr, up 28% YoY

  4. 4

    Q2 EBITDA at Rs. 849 PMT, up 67% YoY

  5. 5

    EBITDA margin at 14.3%, up 4.8 pp YoY

  6. 6

    EPS at Rs. 59.4 for the quarter, up by Rs. 48.8 YoY

  7. 7

    Net worth at Rs. 19,937 Cr, up by Rs 1,151 during the quarter

  8. 8

    Salai Banwa, Kalamboli expansion program on track, will add 3.4 MTPA capacity in Q3

  9. 9

    Plant debottlenecking to unlock additional capacity of 5.6 MTPA by FY 28 at much lower capex of USD 48/MT

  10. 10

    Operating leverage to reduce cost by at least 5%

  11. 11

    Logistics debottlenecking initiative to improve existing capacity utilisation by 3%

  12. 12

    CiNOC' (Cement Intelligent Network Operations Centre) launched

  13. 13

    Strategic engagements & partnerships with CONCOR’, CREDAI', 400+ academia (Adani Cement Futurex programme)

Management Comments

V

Vinod Bahety

Whole-Time Director & CEO, ACC Limited

This quarter has been instrumental for the cement sector. Despite the challenges from prolonged monsoons, the sector stands to benefit from several favourable developments including GST 2.0 reforms, the Carbon Credit Trading Scheme (CCTS), and the withdrawal of coal cess. These developments will support steady demand momentum going forward.

Informational and educational content only. Not investment advice.