🏗️ ACC LIMITED — Building Strength, Brick by Brick!

India builds its future with cement. Can ACC build its next earnings growth story? 🚀 Backed by the Adani Cement ecosystem, ACC is positioned to benefit from India's housing, infrastructure and construction demand. But the real opportunity lies in improving operating efficiency and converting higher volumes into stronger profits. 📊 Q1 FY27: The numbers investors must watch Revenue: ₹5,808 crore, down 4.6% YoY Operating EBITDA: ₹457 crore, versus ₹779 crore a year ago Net profit: ₹147 crore, down approximately 61% YoY Cement sales volume: 10 million tonnes Premium products: 44% of trade sales, up from 41% YoY The takeaway? Premiumisation is progressing, but profitability remains under pressure. Higher volumes alone will not be enough unless margins recover. 🔥 What could drive future growth? ✅ Adani Cement synergies: Shared procurement, logistics and operational efficiencies could help lower costs. ✅ Capacity expansion: New grinding capacity at Salai Banwa in Uttar Pradesh and planned expansion at Kalamboli in Maharashtra could support future volumes. ✅ Infrastructure tailwinds: Housing, roads and industrial development remain important long-term demand drivers. ✅ Green power: ACC increased its green-power share to 31% in Q1 FY27, supporting its cost-efficiency and sustainability efforts. ⚠️ Risks to track Fuel and freight inflation, cement-price competition, weak operating margins and delays in capacity ramp-up could affect earnings. The proposed merger with Ambuja Cements is another important development, subject to the required approvals. 🎯 The takeaway ACC is a cement-sector efficiency and earnings-recovery story. Watch for margin improvement, cost reductions and sustained volume growth in upcoming results. The next quarterly results are scheduled for 27 October 2026.