ACC Ltd delivered a strong performance in the September quarter, with the cement maker reiterating a confident outlook for the remainder of FY26. The company expects sustained momentum driven by continued cost efficiency measures, premium product portfolio expansion, and increased digitisation across operations.
Earlier today, ACC reported a sharp jump in profitability, with net profit surging to ₹1,119.26 crore in Q2FY26 from ₹199.70 crore a year ago. Revenue rose 30% year-on-year to ₹5,896.16 crore, supported by healthy demand and improved realisations. Operating performance also strengthened, as EBITDA climbed 90% YoY to ₹818.6 crore and margins expanded to 14%, reflecting disciplined cost management and optimisation efforts.
The company noted that strategic initiatives like premiumisation, digital transformation across plants, and logistics efficiencies are expected to support margin resilience moving forward. With infrastructure development, real estate activity and government-led capex remaining strong, ACC sees sustained demand for cement in the coming quarters.
Shares of ACC were trading 3% higher at ₹1,901 apiece as of 1:40 p.m., reflecting investor optimism following the earnings announcement and the company’s positive growth commentary.
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