ACC, part of the Adani Group, reported robust financial performance for Q2FY26, exceeding analysts’ expectations.

Key Highlights

• Revenue: ₹5,896.16 crore, up 30% YoY from ₹4,542.23 crore in Q2FY25. Growth driven by premium products, which now account for 47% of trade sales (premium volumes up 20% YoY).
• Cement Volumes: 10 million tonnes, a 16% YoY increase, marking the company’s highest-ever quarterly cement sales.
• Net Profit: ₹1,119.26 crore, more than 5x increase YoY from ₹199.70 crore in Q2FY25. The surge was supported by lower tax expenses and better cost efficiencies.

Tax & Operating Efficiency

• Reversal of tax provisions of ₹658.42 crore due to favorable High Court decisions.
• EBITDA: ₹818.6 crore, up 90% YoY.
• EBITDA Margin: 14%, up 456 basis points YoY, reflecting improved cost management and better realizations.

Market Reaction

Following the earnings announcement, ACC shares rose 3% to ₹1,901 as of 01:40 p.m.

Company Statement

ACC attributed the strong performance to its “Reimaginaction” drive, emphasizing:

• Enhanced operational efficiency
• Customer-centric approach
• Transformation agenda and disciplined execution
• Wider accessibility of premium solutions
• Rapid digital integration across dealers, contractors, and logistics

ACC’s strong Q2FY26 performance demonstrates its focus on premiumization, efficiency, and digital transformation, positioning the company for continued growth in the cement and building materials sector