ACC Ltd (ACC) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management announced a new 14,500 crore capex plan to add 30 MTPA capacity, aiming for 149 MTPA by FY29, funded entirely through internal accruals.
- The company will grow volumes ahead of the industry in H2 FY27, targeting a 75% exit capacity utilization rate, up from 61% in Q2.
- Cost guidance of 4,250/ton for FY27 is maintained despite rising fuel prices, banking on a higher domestic coal mix, green power, and logistics savings.
Performance Overview
- Delivered a resilient Q2 FY27 performance, focusing on quality growth despite headwinds from elevated fuel and logistics costs.
- Trade volume grew 8.6% year-over-year, with the trade share increasing by 6% to 74% of total sales.
- Announced a major expansion plan involving 14 projects to add approximately 30 million tons of cement and 10.3 million tons of clinker capacity.
- Improved the product mix, with premium products now accounting for 37% of trade sales and the share of blended cement rising to 82%.
- Successfully completed major plant shutdowns, positioning the company for volume growth ahead of the industry in the second half of FY27.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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