Adani’s ACC Reports Historic Q2 Performance With ₹1,119 Crore Profit Surge

ACC Limited, part of the diversified Adani Portfolio, delivered an exceptional performance in the September quarter (Q2 FY26), recording a 460 per cent year-on-year surge in profit after tax (PAT) to ₹1,119 crore.

The company achieved its highest-ever quarterly cement volume of 10 million tonnes, reflecting a 16 per cent increase over the previous year.

Revenue for the quarter stood at ₹5,932 crore, up 28 per cent year-on-year — the highest ever in any Q2 series.

The strong results reaffirm ACC’s position as one of India’s fastest-growing building materials and solutions providers.

Vinod Bahety, Whole-Time Director and CEO of ACC Limited, said the company’s performance came despite operational headwinds from prolonged monsoon conditions.

He highlighted that the cement sector stands to gain from several positive policy developments, including GST 2.0 reforms, the introduction of the Carbon Credit Trading Scheme (CCTS), and the removal of the coal cess.

“These developments will support steady demand momentum going forward,” Bahety stated.

“Our expansion projects at Salai Banwa and Kalamboli will add 3.4 million tonnes per annum this year, while plant and logistics debottlenecking will unlock an additional 5.6 MTPA capacity and improve utilisation levels.”

Financial Strength and Creditworthiness

During the quarter, ACC’s net worth rose by ₹1,151 crore to reach ₹19,937 crore. The company remains debt-free, maintaining its highest credit rating of Crisil AAA (Stable) and Crisil A1+.

Bahety underscored that ACC continues to benefit from being part of the broader Adani Cement ecosystem under Ambuja Cements, leveraging synergies in logistics, renewable energy, and innovation.

“Ambuja’s strategic investments across logistics and renewable energy are also accelerating ACC’s cost efficiency and transformation,” Bahety noted.

“The upcoming 30 MTPA clinker capacity and 1,000 MW renewable power from Ambuja will also be available to ACC under the Master Supply Agreement, ensuring sustainable and cost-competitive growth.”

He added that the company’s outlook for the remainder of FY26 remains positive, supported by cost optimisation, product premiumisation, and digital transformation initiatives.

Favourable Policy Environment Boosts Demand

ACC acknowledged that GST reforms leading to reduced cement prices have enhanced affordability and driven demand for Adani Cement’s premium offerings.

Together with Ambuja Cements, ACC continues to target cost leadership, aiming to achieve ₹3,650 per metric tonne by FY28.

With record-breaking financials and expansion on track, ACC Limited remains poised for sustained growth, capitalising on India’s infrastructure boom and supportive policy measures.

Its integration with Ambuja and the wider Adani ecosystem positions it strongly to deliver consistent value in the evolving cement sector.

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