ACC Ltd (BOM:500410)
₹ 1,363.7 -15.05 (-1.09%) Market Cap: 256.09 Bil Enterprise Value: 256.15 Bil PE Ratio: 13.30 PB Ratio: 1.24 GF Score: 89/100

Q3 2026 ACC Ltd Earnings Call Transcript

Jan 30, 2026 / 11:30 AM GMT
Release Date Price: ₹1637.5 (-2.40%)

Key Points

Positve
  • ACC Ltd (BOM:500410) delivered industry-leading performance with volumes growing at twice the industry average.
  • The company reported its highest ever quarterly sales volume at 18.9 million tons, marking a 70% increase.
  • ACC Ltd (BOM:500410) achieved a significant improvement in market share, reaching 16.6%.
  • The company is on track with its capacity expansion plans, aiming to reach 155 million tons by March 2028.
  • ACC Ltd (BOM:500410) is making strides in sustainability with a renewable energy footprint of 900 megawatts, expected to reach 1,122 megawatts by 2027.
Negative
  • The company faced increased costs this quarter, with power and logistics costs rising.
  • There were equipment failures at some plants, leading to increased maintenance costs.
  • The integration of acquired assets has been challenging, with some underutilization noted.
  • There is a delay in the commissioning of the Versaligan unit, affecting capacity targets.
  • ACC Ltd (BOM:500410) experienced a decline in cash reserves due to planned CapEx and acquisitions.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACC.NS - ACC Ltd
Q3 2026 ACC Ltd Earnings Call
Jan 30, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Ambujaamments Limited, Q3 FY 26, earnings conference call hosted by Antique Stockbroking as a reminder, all participants' line will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes

Should you need assistance during this conference call, please secure by pressing star, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr.

Kruppal Manier from Antique Stockbroking.

Thank you and over to you.

Good evening and a warm welcome to everyone.

On behalf of antichtoro, all to the 3rd quarter SI 26 earning caller from Budhaims
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