ACC posts 346% jump in Q3 profit on record volumes

ACC Limited reported its highest-ever quarterly sales volume in Q3 FY26. The company sold 11.3 million tonnes, a 15% increase year-on-year.

Profit after tax rose 346% on a normalized basis to Rs 380 crore. Revenue grew 22% year-on-year to Rs 6,483 crore, excluding one-time gains from the previous year.

ACC, part of the Adani Portfolio, also announced plans to merge with Ambuja Cements Limited. The move will create a unified “One Cement Platform” to drive growth and improve operational efficiency.

Premium Products Lift Performance

Premium products accounted for 43% of trade sales. Premium volumes rose 33% year-on-year. The company achieved price hikes of Rs 11 per bag, outperforming industry peers.

Ready-mix concrete posted a record quarterly volume of 0.97 million cubic metres, up 36% year-on-year. The RMC business now operates 117 plants across 45 cities.

EBITDA reached Rs 700 crore, up 46% on a normalized basis. EBITDA per tonne stood at Rs 619, a 27% increase year-on-year. Margins expanded to 10.8%. Earnings per share reached Rs 21.5.

Costs Continue to Decline

ACC reduced kiln fuel costs by 1% to Rs 1.66 per 1,000 kCal. Power costs fell 1% to Rs 5.95 per kWh. Green power usage increased to 31.3% of total consumption.

Primary lead distance fell by 9 km to 262 km. Direct dispatch rose to 52%. WHRS power share increased to 17.2%.

The company booked an exceptional expense of Rs 50 crore for gratuity and leave encashment. The charge follows implementation of the new Labour Code in November 2025.

Balance Sheet Remains Strong

Net worth increased by Rs 389 crore to Rs 20,326 crore. ACC remains debt-free. Crisil and CARE continue to rate the company AAA (Stable)/A1+.

CEO Vinod Bahety said the company sustained strong momentum. He highlighted higher premium cement sales and RMC growth as key drivers of improved realizations.

One Cement Platform Ahead

The proposed merger with Ambuja Cements will unlock synergies across procurement, manufacturing, and distribution. ACC targets a cost level of Rs 3,650 per tonne by FY28.

New grinding units at Salai Banwa (2.4 MTPA) and Kalamboli (1.0 MTPA) remain on track for commissioning in Q4 FY26.

ESG Leadership

ACC scored 89/100 in the S&P Global Corporate Sustainability Assessment. It also received an ‘A’ rating from CDP for both climate change and water security.

The company became the first Indian cement producer to adopt the TNFD framework. Only seven global companies have done so.

ACC’s dealer and retailer network now exceeds 100,000 partners. More than 700,000 masons and contractors support the Adani Cement Parivar ecosystem.

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