ACC Ltd. Share Price

Ambuja Cement has fallen nearly 40% in a yea

And now it has hit a fresh 52-week low. 📉 But what exactly is going wrong? On October 8, Ambuja Cements fell around 4.45%, closing at ₹341. The stock has been under sustained pressure, with investors worried about profitability, fuel costs and cement demand. And the biggest concern is margins. In its June quarter, Ambuja's profit fell 37% year-on-year to ₹504 crore. Sales volumes also declined from 18.4 million tonnes to 17.1 million tonnes. Now think about how a cement business works.

Cement Sector Faces a Margin Test as Fuel Costs Rise

Imagine a cement company selling more bags but earning less on each bag. That is the key challenge facing the sector today. Cement volumes are estimated to have grown **6–7% YoY in Q2FY27**, while price increases in August–September supported realisations. However, imported petcoke prices have risen sharply, while coal, diesel, packaging and logistics costs are also creating pressure on profitability. This creates an important market lesson: **volume growth does not automatically mean profit growth.** Companies must successfully pass higher input costs to customers through sustainable price increases. For investors studying the **Nifty 500 cement universe**, stocks such as **UltraTech Cement, Shree Cement, JK Cement, Dalmia Bharat and ACC** can be studied from the perspective of scale, pricing power, cost efficiency, capacity utilisation and balance-sheet strength. The Business Standard report specifically highlights UltraTech, Shree Cement and JK Cement among companies that may have improved market share. The longer-term story remains constructive because infrastructure spending, housing, manufacturing capex and urban development can support cement demand. But near-term margins may remain sensitive to fuel prices and geopolitical developments. **20-Word Learning Takeaway:** **When analysing cement stocks, track volume growth, realisations, fuel costs, pricing power, operating margins, capacity utilisation and balance-sheet strength together.** **Nifty 500 Stocks to Study:**

Ambuja Cements: the buyer, not the bought

Auto PLI Scheme Draws ₹45,477 Crore Investments

India's Production Linked Incentive (PLI) scheme for automobiles and auto components has successfully catalyzed ₹45,477 crore ($4.82 billion) in actual investments and created over 67,000 jobs as of June 30, 2026, according to Union Minister for Heavy Industries and Steel H.D. Kumaraswamy. To sustain this momentum, the government increased the outlay for its electric two-wheeler subsidy program by ₹1,000 crore ($105.96 million) to ₹11,900 crore ($1.26 billion), aiming to support nearly 45.8 lakh electric two-wheelers. Prior public initiatives have already subsidized more than 25.66 lakh electric two-wheelers, 2.75 lakh electric three-wheelers, and 53 electric trucks. Furthermore, out of ₹4,391 crore ($465.25 million) earmarked to deploy 14,028 electric buses across public transit fleets, 13,800 units have already been allocated to state transport authorities. To overcome infrastructure and supply chain bottlenecks, the government has allocated ₹2,000 crore ($211.91 million) toward public charging infrastructure—approving ₹729 crore ($77.24 million) for 7,254 chargers—and established a ₹3,435 crore ($363.96 million) payment security mechanism to back over 38,000 electric buses. Upstream, the ₹18,100 crore ($1.92 billion) ACC Battery Storage PLI scheme targets establishing 50 GWh of domestic cell manufacturing capacity alongside critical components like sintered rare-earth permanent magnets. This policy push aligns with robust operational performance: India's auto component sector expanded 12.7% to cross ₹7.60 lakh crore ($86.00 billion) in FY26, with exports reaching ₹2.27 lakh crore ($25.69 billion), cementing the nation's position as a globally competitive hub for clean mobility.

ambuja cement buy on dips strategy to be followed

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