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🏗️ 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.

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UltraTech Cement Q2 FY27 revenue rises 13%

reported its Q2 FY27 financial results, posting consolidated revenues of Rs 23,295 crore and cement sales volumes of 38.2 million tonnes. The company maintains an Overweight rating with a valuation of 15x FY28 EV/EBITDA. What happened: Consolidated revenue rose 13 percent year on year, supported by a 13 percent increase in grey cement sales volumes to 38.2 million tonnes. Realisations improved by 2 percent year on year due to a better product mix. However, rising input costs restricted the growth in EBITDA per tonne to 2 percent. Fuel costs increased 14 percent, raw materials rose 6 percent, and packing bag costs surged 30 percent. Net debt to EBITDA rose to 1.26x in September 2026 compared to 0.94x in March 2026 following higher capital expenditure and dividend payments. Why it matters: While strong housing and commercial construction demand in the west, central, and north drove volume growth, input cost inflation prevented earnings from tracking top-line growth. The company has diversified into the wires and cables segment through its Ultra Volt brand, investing Rs 1,100 crore of an earmarked Rs 1,800 crore capex. Meanwhile, green power capacity has reached 2.0 GW, with management targeting an 85 percent green energy share in the power mix by FY30 to structurally lower costs. Analytical view: The headline figures highlight strong volume growth, but miss the margin pressure building from rising petcoke prices and domestic coal constraints. While recent price hikes should improve realisations from Q3 FY27, near-term cost headwinds remain a key risk to profitability until green energy initiatives and logistics optimizations take full effect. What to watch next: Watch for the reduction of the net debt to EBITDA ratio below 1x by March 2027 and the pace of production ramp-up for Ultra Volt.

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ADANI POWER WINS CONTRACT FROM UTTARAKHAND POWER CORPORATION

has secured a Letter of Award (LoA) from Uttarakhand Power Corporation Ltd (UPCL) for supply of 1,234 MW thermal power. The company will supply this from a plant with 1,320 MW of installed capacity. The contract was awarded after Adani Power emerged as the successful bidder in a competitive tender process conducted by UPCL. Under the terms of the award, the long-term Power Supply Agreement (PSA) will span a period of 25 years. This award follows another major development last week wherein the company had signed a shareholders' agreement with Bhutan's Druk Green Power Corp to jointly develop the 770 MW Chamkharchhu-I Hydroelectric Project. Under a 49:51 equity split, the two companies would build the facility in Bhutan's Zhemgang District, using a Build, Own, Operate and Transfer model.

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UltraTec first Indian company with 2 GW green power capacity

UltraTech becomes first Indian company with 2 GW green power capacity

SEBI RA – Shubh Consultancy – Sunil Kotak – INH000015826 Leading cement maker UltraTech on Monday said it has become the first Indian company to cross 2 GW of captive green power capacity after commissioning a 116.55-MW wind energy project in Barmer, Rajasthan. The Aditya Birla Group flagship company has also commissioned 10 MW of Waste Heat Recovery System (WHRS) capacity at Sarlanagar Cement Works, its integrated manufacturing unit in Karnataka. "With this, UltraTech's cumulative installed green energy capacity has reached 2,024 MW, making it the first cement company in India to commission over 2 GW of green energy capacity for captive use," the company said in a statement. UltraTech's current green energy capacity of 2,024 MW comprises 1,580 MW of renewable energy capacity and 444 MW of WHRS capacity. "Together, these meet about 48 per cent of the company's current power requirements," it said. All this is for information This is not a buy/sell recommendation. Thank you, Technofunda24

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Adani Ports' Port Switches Entirely To Renewable Power

Ports and Special Economic Zone (ADANIPORTS) is in focus after its Dhamra Port in Odisha shifted its entire electricity consumption to renewable power. The Scale Dhamra Port now sources more than 90 lakh units of electricity every month from renewable sources. Its annualised renewable electricity consumption has crossed 108 GWh. **How The Transition Was Achieved** The port's renewable electricity requirement is being met through a combination of captive renewable power, third-party access arrangements and green-power procurement under Odisha's regulatory framework. Around 25–30% of the renewable electricity comes from APSEZ's captive hybrid power plant at Khavda in Gujarat, while another 10–15% is sourced through third-party access. **Why This Matters** Dhamra is an energy-intensive logistics facility handling more than 48 million tonnes of cargo annually. Moving its electricity consumption entirely to renewable sources is therefore a meaningful operational decarbonisation step rather than a small pilot project. **Business Context** Dhamra Port has an installed cargo-handling capacity of 60 million tonnes and is connected by rail and road to mineral-rich regions across Odisha, Jharkhand and West Bengal. **What To Watch** The key areas to monitor are whether similar renewable-power transitions are implemented across other APSEZ facilities and how the company's increasing renewable-energy integration affects its long-term operating and emissions profile. This update is based on company disclosures and reported information. It is not investment advice.

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Where Energy Savings Could Reshape Margins

Imagine a cement plant running day after day. The biggest challenge isn’t only producing more cement it is controlling the energy bill. That is why India’s cement industry is increasingly moving toward renewable and green power. According to ICRA, major cement manufacturers could invest around ₹12,000–13,000 crore to expand green power capacity to approximately 5.8–6.0 GW by March 2028. The bigger story is the potential impact on costs. If green power replaces around 25% of conventional power consumption, operating margins could improve by as much as 160 basis points. Across the industry, annual cost savings could exceed ₹6,200 crore. UltraTech Cement

As India’s largest cement manufacturer, UltraTech’s scale makes energy efficiency and renewable-power adoption particularly important. Increasing the share of green power could potentially support long-term cost competitiveness and margins. The key question is not simply “Who is building more cement capacity?” It is also: “Who can produce each tonne of cement at a lower and more sustainable energy cost?” That shift in the cost structure could become an important theme for the Indian cement sector. Green power can reduce energy costs, strengthen operating margins, improve competitiveness, and make large cement manufacturers more resilient over time. What You Can Do Use this information to understand the green-power and cost-efficiency trend in cement, and conduct your own research before making decisions.

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