ANDHRA CEMENTS LTD.

Andhra Cements' standalone Q1 FY27 (June 2026) results show revenue from operations of ₹142.17 Cr, up 42.85% YoY from ₹99.53 Cr but down 8.19% QoQ from ₹154.85 Cr in the seasonally stronger Q4 FY26. The company remained loss-making on both a YoY and sequential basis: net loss came in at ₹35.93 Cr (EPS -₹3.90) versus a ₹29.62 Cr loss (EPS -₹3.21) a year ago, and versus a ₹48.52 Cr profit in Q4 FY26 — this is not a turnaround, it is a continuation and deepening of losses. The pre-tax loss widened 61.3% YoY to ₹47.77 Cr as total expenses rose 46.8% YoY to ₹191.13 Cr, outpacing the 42.85% revenue growth. The biggest cost swings were an inventory drawdown that added ₹15.89 Cr to expenses (versus a near-nil ₹0.22 Cr impact a year ago), freight costs up 60.7% YoY to ₹33.55 Cr, finance costs up 55.5% YoY to ₹31.94 Cr, and power & fuel up 19.3% YoY to ₹49.14 Cr. Operating margin (EBITDA/revenue) compressed to 2.63% from 6.67% a year ago and 5.70% in Q4 FY26 — core profitability eroded even as the topline grew. The reported net loss was cushioned only by an ₹11.84 Cr non-cash deferred tax credit (nil current tax, Note 6); stripping out tax-line volatility, the pre-tax loss actually widened 61.3% YoY, materially worse than the 21.3% widening in reported net loss — the headline net-loss number flatters the underlying operating trend. No street estimates or brokerage Q1 FY27 previews for this stock turned up in a web search, so vsStreet is unknown; the company has also issued no formal guidance or outlook on record for this quarter, so vsGuidance is unknown too. No management press release accompanied this filing (only the regulatory cover letter and financials), so there is no management commentary to reconcile against the print. The dominant corporate development this quarter is the Board-approved Scheme of Amalgamation (approved June 5, 2026) merging Andhra Cements into parent Sagar Cements with effect from April 1, 2026, still subject to NCLT, SEBI, shareholder and creditor approvals — a process that overshadows the standalone operating numbers since ACL's independent listing is itself headed for wind-down. Separately, Sagar Cements' OFS across January–March 2026 cut its stake in ACL from 90% to 75% to meet minimum public shareholding norms. Going forward, the merger timeline is the primary swing factor for the stock since standalone reporting will cease once the amalgamation completes; near-term operating monitorables are whether deferred tax asset recognition (based on projected future taxable income per Note 6) continues to be booked to cushion losses, and whether the freight/finance cost pressure behind the 61% pre-tax loss widening persists into Q2 FY27.

Andhra Cements Ltd has announced that its Board of Directors will convene on July 27, 2026. The primary agenda for this meeting is to consider and approve the un-audited financial results for the first quarter ended June 30, 2026. The company also referenced the closure of its trading window, which will remain shut until 48 hours after the announcement of these financial results.

Andhra Cements Ltd has announced the closure of its trading window for the shares of the company. This closure is in accordance with SEBI regulations for the prevention of insider trading. The window will be shut from July 1st, 2026, until 48 hours after the declaration of the un-audited financial results for the first quarter ending June 30th, 2026. The board meeting to approve these results will be scheduled and intimated separately. All directors, key management personnel, connected persons, designated employees, and their immediate relatives are advised against trading in the company's shares during this period.

Andhra Cements Limited (ACL) announced that its Board of Directors has approved a Scheme of Amalgamation for its merger with its holding company, Sagar Cements Limited (SCL). The merger is subject to approvals from shareholders, creditors, the National Company Law Tribunal (NCLT), and regulatory bodies like SEBI, BSE, and NSE. The company has obtained a valuation report and fairness opinion on the share swap ratio. ACL's revenue for FY25-26 was ₹44,249 Lakhs, with a net worth of ₹8,074 Lakhs. SCL's consolidated revenue was ₹2,65,002 Lakhs, with a net worth of ₹1,69,292 Lakhs. This transaction is considered a related party transaction but will be conducted on an arm's length basis.

Andhra Cements Ltd has submitted its Annual Report for the year 2025-26. The report includes the Director's Report, Management Discussion & Analysis Report, Corporate Governance Report, Independent Auditors' Report, Balance Sheet, Statement of Profit & Loss A/c, Statement of Cash Flow, and Notes to Financial Statements. The 87th Annual General Meeting will be held on June 25, 2026, via video conferencing to approve the audited financial statements and re-appoint Mr. S. Sreekanth Reddy as a director.

Andhra Cements Ltd has scheduled a Board of Directors meeting on June 5, 2026, to consider and approve a Scheme of Amalgamation for the merger of the company with its Holding Company, Sagar Cements Limited. The merger is subject to necessary regulatory and other approvals. The trading window for dealing in the company's securities will remain closed for designated persons and their immediate relatives as per SEBI regulations.

Andhra Cements Ltd will hold its 87th Annual General Meeting (AGM) on Thursday, June 25, 2026, via video conference. The Register of Members and Share Transfer Books will be closed from June 19, 2026, to June 25, 2026, to determine shareholders eligible for voting.

Andhra Cements Ltd has announced that its 87th Annual General Meeting (AGM) will be held on Thursday, June 25, 2026. The decision was made during a Board of Directors meeting on May 13, 2026. The AGM will be conducted via video conference or other audio-visual means. The notice of the AGM, along with related reports, will be sent to the shareholders in due course.

Andhra Cements Ltd has released its audited financial results for the quarter and year ended March 31, 2026. The Board of Directors approved the results in a meeting held today. Revenue from operations for the year ended March 31, 2026, stood at ₹442.49 lakhs compared to ₹274.05 lakhs in the previous year. The company reported a net loss of ₹167.16 lakhs for the year ended March 31, 2026.

Andhra Cements Ltd. has received approval from the Regional Director, Hyderabad, Ministry of Corporate Affairs, to shift its registered office from Andhra Pradesh to Telangana. The new registered office will be located at Plot No. 111, Road No. 10, Jubilee Hills, Hyderabad - 500 033, Telangana. The company will complete the shift by filing the necessary e-forms with the Ministry of Corporate Affairs.