ACC Ltd has reaffirmed its optimistic outlook for the cement sector, stating that demand is expected to witness an uptick in the coming quarters. The company reiterated its earlier guidance of 7–8% annual growth, backed by strong infrastructure momentum, continued government spending, and a steady recovery in the real estate sector.
The announcement comes shortly after ACC reported a robust Q2FY26 performance, where net profit surged to ₹1,119.26 crore from ₹199.70 crore last year, driven by stronger realisations and significant cost efficiencies. Revenue rose 30% year-on-year to ₹5,896.16 crore, while EBITDA increased 90% YoY to ₹818.6 crore, with margins expanding to 14%.
ACC said the ongoing capex cycle, higher housing demand, and rural infrastructure push are key growth drivers for the sector. The company added that continuous operational improvements, premium product mix expansion, and digital initiatives will support sustainable growth and profitability.
Shares of ACC traded nearly 3% higher at ₹1,901 apiece as of early afternoon trade, reflecting positive investor sentiment following the earnings update and the reaffirmation of growth outlook.
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