ACC Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Cement: 92.5% • Ready Mixed Concrete: 7.5%
AI Sector View
AI GENERATEDConstruction Materials
Construction materials remain supported by healthy building activity. Core industries cement growth accelerated to 13.1% YoY (2026-07), while finished steel consumption was 8.0% YoY (2026-06); steel output itself was softer at 2.9% YoY (2026-07). FPI positioning is still mildly negative at INR -497 crore over 3 months to 2026-08-31, but the fundamental demand backdrop remains constructive.
PROS
- Company is almost debt free
- Company generates healthy free cash flow
- Stock looks reasonably valued - P/E of 12.3 is below its historical median
- Attractively priced for its growth - PEG of 0.4
CONS
- Operating cash flow has been negative in recent years
- Receivables are growing faster than sales - a possible quality concern
- Recent results are weak - TTM profit is down 15.3% versus prior year
- Poor cash conversion - profits are not backed by operating cash flow (CFO/PAT 0.49x)
- Recurring exceptional / one-off items are inflating headline profit
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| ULTRACEMCO | 10996.00 | 37.95 | 324029.22 | 2.18 | 2603.72 | 17.24 | 24648.20 | 15.85 | 13.25 | 20.35 |
| AMBUJACEM | 391.00 | 22.20 | 97156.35 | 0.51 | 660.00 | -31.93 | 9500.00 | -7.67 | 6.24 | 16.78 |
| SHREECEM | 22588.80 | 50.00 | 81502.08 | 0.66 | 531.12 | -17.48 | 6233.13 | 18.03 | 10.61 | 20.41 |
| JKCEMENT | 4841.40 | 39.56 | 37408.65 | 0.41 | 274.62 | -15.31 | 4031.72 | 20.26 | 14.89 | 16.07 |
| DALBHARAT | 1749.20 | 35.17 | 32809.04 | 0.51 | 192.00 | -51.39 | 3890.00 | 6.99 | 8.15 | 20.69 |
| ACC | 1246.15 | 12.26 | 23401.11 | 0.60 | 147.00 | -60.84 | 5808.00 | -4.59 | 11.60 | 7.90 |
| RAMCOCEM | 866.40 | 31.75 | 20472.37 | 0.29 | 31.24 | -63.06 | 2273.05 | 9.60 | 10.75 | 13.49 |
| JSWCEMENT | 118.80 | 21.30 | 16196.78 | 0.42 | 153.43 | 111.23 | 1896.41 | 21.58 | -4.21 | 16.41 |
| NUVOCO | 330.20 | 30.56 | 11793.30 | 0.00 | 159.63 | 19.88 | 3128.71 | 8.91 | 7.11 | 18.16 |
| INDIACEM | 346.30 | 116.03 | 10731.74 | 0.00 | 26.85 | 120.20 | 1019.42 | -0.52 | 0.30 | 15.28 |
| STARCEMENT | 195.35 | 21.36 | 7895.66 | 0.51 | 73.91 | -24.71 | 942.89 | 3.39 | 8.42 | 20.63 |
| BIRLACORPN | 825.30 | 11.48 | 6355.25 | 1.51 | 115.73 | -3.21 | 2646.45 | 7.83 | 10.88 | 12.93 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 5,201 | 4,435 | 4,914 | 5,409 | 5,199 | 4,634 | 5,972 | 6,115 | 6,087 | 5,932 | 6,483 | 7,146 | 5,808 | |
| 4,430 | 3,885 | 4,010 | 4,572 | 4,520 | 4,198 | 4,856 | 5,284 | 5,309 | 5,086 | 5,783 | 6,520 | 5,639 | |
| Operating Profit | 771 | 549 | 905 | 837 | 679 | 436 | 1,116 | 830 | 778 | 846 | 700 | 626 | 169 |
| OPM % | 14.82% | 12.39% | 18.41% | 15.47% | 13.06% | 9.42% | 18.68% | 13.58% | 12.78% | 14.26% | 10.80% | 8.77% | 2.91% |
| 77 | 210 | 86 | 349 | 72 | 124 | 648 | 329 | 68 | 224 | 90 | 48 | 77 | |
| Interest | 25 | 29 | 34 | 67 | 33 | 33 | 28 | 14 | 30 | 29 | 26 | 27 | 27 |
| Depreciation | 200 | 213 | 235 | 237 | 235 | 242 | 260 | 265 | 255 | 279 | 306 | 279 | 261 |
| Profit before Tax | 623 | 518 | 722 | 882 | 483 | 284 | 1,476 | 880 | 561 | 762 | 459 | 368 | 200 |
| Tax % | 25.60% | 25.41% | 26.55% | -6.83% | 25.73% | 29.66% | 26.06% | 14.90% | 33.41% | -46.74% | 12.17% | 35.89% | 26.50% |
| Net Profit | 0 | 0 | 0 | 0 | 361 | 200 | 1,092 | 751 | 375 | 1,119 | 404 | 238 | 147 |
| 24.82 | 20.66 | 28.63 | 50.23 | 19.24 | 10.63 | 58.14 | 39.99 | 19.99 | 59.60 | 21.52 | 12.69 | 7.83 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|
| 22,210 | 19,959 | 21,920 | 25,962 | 25,369 | |
| 20,285 | 16,897 | 18,859 | 23,022 | 23,028 | |
| Operating Profit | 1,925 | 3,062 | 3,061 | 2,940 | 2,341 |
| OPM % | 8.67% | 15.34% | 13.97% | 11.32% | 9.23% |
| 180 | 722 | 1,172 | 440 | 439 | |
| Interest | 77 | 155 | 108 | 112 | 109 |
| Depreciation | 841 | 885 | 1,001 | 1,118 | 1,125 |
| Profit before Tax | 1,203 | 2,757 | 3,127 | 2,157 | 1,788 |
| Tax % | 26.39% | 15.31% | 23.17% | 0.90% | -6.44% |
| Net Profit | 885 | 2,335 | 2,402 | 2,137 | 1,904 |
| EPS | 47.01 | 124.34 | 127.92 | 113.80 | — |
| Dividend Payout % | 19.63% | 6.03% | 5.86% | 6.59% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 5%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 34%
STOCK PRICE CAGR
- 10 Years:
- -2%
- 5 Years:
- -13%
- 3 Years:
- -15%
- 1 Year:
- -32%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- 13%
- Last Year:
- 11%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 188 | 188 | 188 | 188 |
| Minority Interest | 3 | 4 | 4 | 4 |
| 13,950 | 16,140 | 18,367 | 20,363 | |
| 126 | 224 | 436 | 447 | |
| Trade Payables | 1,640 | 1,853 | 1,725 | 2,454 |
| 4,636 | 4,960 | 4,694 | 4,070 | |
| Total Liabilities | 20,544 | 23,368 | 25,413 | 27,525 |
| 7,512 | 10,007 | 10,829 | 10,864 | |
| Capital Work in Progress | 1,684 | 986 | 2,061 | 2,227 |
| 163 | 811 | 1,509 | 55 | |
| 1,624 | 1,869 | 1,925 | 1,789 | |
| 0 | 828 | 1,163 | 3,842 | |
| Cash & Bank | 415 | 1,863 | 1,649 | 558 |
| 9,146 | 7,005 | 6,275 | 8,190 | |
| Total Assets | 20,544 | 23,368 | 25,413 | 27,525 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| -831 | 2,995 | 1,711 | -1,364 | |
| Cash from Investing | -4,637 | -1,245 | -1,277 | 1,273 |
| Cash from Financing | -1,238 | -443 | -1,002 | -422 |
| -7,110 | 1,307 | -568 | -513 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-11 - ACC Limited has informed the Exchange about interaction with Investors / Analysts on September 17, 2026.
2026-08-29 - ACC Limited has informed the Exchange about interaction with Investors / Analysts on September 3, 2026.
2026-08-28 - ACC Limited has informed the exchange about the copy of newspaper publication intimating completion of dispatch of notice of National Company Law Tribunal (NCLT) convened Meeting in respect of Amalgamation of ACC Limited with Ambuja Cements Limited
2026-08-27 - ACC Limited has informed the exchange about the meeting of Equity Shareholders of the Company pursuant to the Order passed by Hon'ble National Company Law Tribunal, Ahmedabad Bench, in respect of Scheme of Amalgamation of ACC Limited with Ambuja Cements Limited.
2026-08-21 - ACC Limited has informed the Exchange about interaction with Investors / Analysts on September 7, 2026, September 8, 2026 and September 9, 2026.
2026-08-12 - ACC Limited has informed the Exchange about Schedule of meet interaction with Investors / Analysts on August 19, 2026.
2026-08-05 - ACC Limited has informed the Exchange about disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015
2026-08-03 - ACC Limited has informed the exchange about the transcript of earnings call held on July 28, 2026, for the Unaudited Financial results of the Company for the quarter ended on June 30, 2026.
2026-07-29 - ACC Limited has informed the Exchange about the update in respect of Scheme of Amalgamation of ACC Limited "Amalgamating Company" with Ambuja Cements Limited "Amalgamated Company".
News
Recent coverage and analyst commentary for ACC
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