ACC Ltd. Share Price

Ambuja Cements profit falls 90% amid high base

Research Analyst: UJVIN NEVATIA (PROPRIETOR: NEVAT INVESTMENTS) | SEBI Registration No.: INH100009628 Ambuja Cements Limited ( AMBUJACEM ) reported consolidated net profit of ₹114 crore in Q2 FY27, down around 90% year-on-year from ₹1,158 crore. Revenue from operations rose 10% to ₹6,113 crore. What happened? The steep profit decline was largely influenced by a ₹1,697 crore income-tax provision reversal recorded in the year-ago quarter. However, operating performance also faced pressure. Consolidated EBITDA margin declined to 13.8% from 19.2% a year earlier. Cement sales volumes remained broadly flat at 16.5 million tonnes. Trade volumes grew 8.6%, with trade sales accounting for 74% of the total mix. Premium products contributed 37% of trade sales, up two percentage points. The company also received shareholder approval for the proposed amalgamation of ACC and Orient Cement with Ambuja Cements. Completion is expected in FY27, subject to the necessary approvals. Why does it matter? The prior-year tax benefit explains much of the reported profit decline, but the contraction in EBITDA margin signals additional operating pressure. Flat volumes and higher energy costs remain challenges, while premiumisation and a stronger trade mix could support revenue quality. My view The results need to be assessed beyond the headline profit decline. The tax-related base effect is significant, but the lower operating margin warrants attention. The focus now is on cost efficiency, volume growth and the benefits of integrating the cement businesses. What I am watching next I would track EBITDA margins, cement volumes, energy costs, premium-product contribution and progress on the proposed amalgamation. No Recommendations Source: The Economic Times Disclosure: I, my entity, associates or relatives do not have any holding, position or other material interest in Ambuja Cements Limited.

ACC profit falls 92% as cement earnings face pressure!

ACC profit falls 92% as cement earnings face pressure ACC Limited reported consolidated net profit of ₹93 crore for Q2 FY27, down 91.7% from ₹1,119 crore a year earlier. Revenue from operations declined 5.24% to ₹5,656 crore, with weaker cement sales and higher costs weighing on performance. What happened? The Adani Group-owned cement manufacturer announced results for the quarter ended 30 September 2026. Key figures: 1. Consolidated net profit: ₹93 crore, down 91.7% year on year. 2. Revenue from operations: ₹5,656 crore, down 5.24%. 3. Total expenses: ₹5,602 crore, up 2.46%. 4. Cement sales volume: 9.7 million tonnes. 5. Ready-mix concrete revenue: ₹574 crore, up 26.4%. 6. Ready-mix concrete volume: 1.07 million cubic metres, up 19%. The previous year's profit included substantial tax-related benefits, so the 91.7% decline does not represent a like-for-like comparison of underlying operating performance. Lower cement revenue and higher expenses also affected the latest quarter.

ONGC appoints Shri Sunil Kumar as Chairman.

ONGC Oil and Natural Gas Corporation Limited (ONGC) has announced the appointment of Shri Sunil Kumar as Chairman. The Appointments Committee of the Cabinet (ACC) approved the appointment Shri Sunil Kumar, currently Executive Director of the company, has been appointed as Chairman by the Ministry of Petroleum and Natural Gas. The appointment is effective from the date of assumption of charge on or after 7 December 2026. The tenure is valid until superannuation on 31 December 2028. Post-superannuation, the tenure continues on a contract basis for a combined period of three years or until further orders. The key trigger is the appointment of an internal Executive Director as Chairman, providing continuity in leadership at India’s largest upstream oil and gas company. This is a routine succession process for a public sector enterprise. Peers such as Oil India, Indian Oil Corporation, and Bharat Petroleum may face comparison on governance and leadership stability. Near-term prices are expected to remain largely unaffected by the appointment. Risks include any delays in the assumption of charge or challenges in operational continuity during the transition. Competitors listed: Oil India, Indian Oil Corporation, Bharat Petroleum

🏗️ ACC LIMITED — Building Strength, Brick by Brick!

ACC 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.

ACC remains trapped beneath a bearish Ichimoku cloud

ACC remains under pressure after closing at ₹1,167.80, with the chart still below its Ichimoku cloud. The conversion line is near ₹1,165.90, so price is attempting to stabilise around that fast reference, but the base line at ₹1,201.70 and the cloud zone between roughly ₹1,183.80 and ₹1,268.50 remain overhead. That makes the immediate setup weak despite the small attempt to hold above the conversion line. The technical map gives a clear sequence of hurdles. ₹1,184 is the first level price must reclaim to challenge the cloud; ₹1,202 is the more important base-line resistance. Only a sustained move through ₹1,202 would suggest the decline is losing momentum, while ₹1,268 is the larger trend-repair level. Until then, rallies are likely to meet supply from the cloud. On the downside, ₹1,155–₹1,160 is the current support pocket. A close below it would keep the lower-low sequence intact and could expose ₹1,100, followed by the psychological ₹1,000 area. ACC is sensitive to cement demand, infrastructure spending and energy-cost trends, but the current price structure needs a technical repair before it can be called constructive. The chart remains bearish below ₹1,184; watch whether ₹1,155 holds and whether buyers can force a close above ₹1,202.

ACC Ltd – Bullish Reversal Watch Near Key Support

ACC ACC Ltd is showing fresh buying interest after a prolonged correction, with a strong bullish candle emerging near the ₹1,112–₹1,137 support zone. This may indicate a short-term recovery attempt, although confirmation is needed before expecting a sustained reversal. 🔎 Technical Observations: • Strong bullish candle after recent selling pressure • Price rebounding from a key support zone • Volume activity supporting the recovery attempt • Overall trend remains cautious until resistance is reclaimed 🔑 Key Levels to Watch: • Immediate Support: ₹1,162–₹1,137 • Major Support: ₹1,112–₹1,087 • Immediate Resistance: ₹1,209–₹1,238 🚀 Upside Levels: ₹1,238 | ₹1,264 | ₹1,289 📉 Risk Scenario: A sustained breakdown below ₹1,112 may weaken the recovery setup and increase downside pressure. 📈 Trading View: Sustaining above ₹1,209 may strengthen bullish momentum towards higher resistance levels. Watch price action and volume for confirmation, as a single bullish candle does not establish a confirmed trend reversal. ⚠️ For educational purposes only. Not a buy/sell recommendation. — AALGO BREATHS 📊