ACC Limited, part of the diversified Adani Portfolio, delivered a landmark performance in the quarter ended December 31, 2025, recording its highest-ever quarterly sales volumes and reinforcing its position as one of India’s fastest-growing building materials and solutions companies.
The strong showing comes at a transformative moment for the company, following the announcement of its proposed amalgamation with Ambuja Cements Limited to create a unified “One Cement Platform”.
According to a company press release, during the December quarter, ACC achieved cement sales volumes of 11.3 million tonnes, a year-on-year growth of 15 per cent, marking the highest quarterly volume in its history. Revenue from operations on a normalised basis stood at Rs 6,483 crore, up 22 per cent year-on-year, supported by a richer product mix and a sharp rise in premium cement sales. Premium products accounted for 43 per cent of trade sales during the quarter, with premium volumes rising 33 per cent compared to the same period last year.
Commenting on the performance, Vinod Bahety, Whole-Time Director and CEO of ACC Limited, said the company has been able to sustain its growth momentum through a sharp focus on premiumisation, ready-mix concrete (RMX) expansion and operational discipline. He noted that higher trade and premium cement sales helped ACC deliver better realisations than industry peers, strengthening its presence in core markets.
Operationally, the company continued to work on its cost-leadership blueprint, with targeted initiatives aimed at lowering power, fuel and logistics costs. ACC is increasing the share of green power, improving fuel efficiency, and enhancing waste heat recovery systems (WHRS) and alternative fuel and raw material (AFR) utilisation. Logistics optimisation and tighter cost controls also remain key priorities.
For the quarter, operating EBITDA stood at Rs 700 crore, with an EBITDA margin of 10.8 per cent. EBITDA per metric tonne was reported at Rs 619. The company clarified that planned maintenance costs were accounted for on an actual basis during the quarter, which impacted margins; from the next financial year, these costs will be amortised over 12 months. Diluted earnings per share for the quarter came in at Rs 21.5, while net worth increased by Rs 389 crore to Rs 20,326 crore. ACC continues to remain debt-free and retains its AAA (stable) / A1+ ratings from CRISIL and CARE.
A major strategic development during the quarter was the announcement of the proposed amalgamation of ACC Limited into Ambuja Cements Limited. Once completed, subject to statutory approvals expected over FY27, the integration will create a pan-India cement powerhouse under a single corporate structure. The One Cement Platform is expected to unlock synergies across procurement, manufacturing and distribution, optimise manufacturing and logistics networks, strengthen the balance sheet and enable faster decision-making and more efficient capital allocation.
Growth investments are also progressing on schedule. Cement grinding units at Salai Banwa (2.4 million tonnes per annum) and Kalamboli (1.0 million tonnes per annum) are on track for commissioning in the fourth quarter of FY26, further strengthening ACC’s capacity base.
ACC’s ready-mix concrete business continued its strong upward trajectory. The RMX footprint expanded with the addition of 14 plants year-on-year, taking the total to 117 plants across 45 cities. RMX volumes rose 36 per cent year-on-year to 0.97 million cubic metres during the quarter, while EBITDA from the segment increased 56 per cent year-on-year to Rs 72 crore.
On the sustainability front, ACC delivered a standout performance in global ESG assessments. The company scored 89 out of 100 in the S&P Global Corporate Sustainability Assessment for the Construction Materials sector and received an ‘A’ rating from CDP for both climate change and water security. Alongside Ambuja Cements, ACC has also adopted the Taskforce on Nature-related Financial Disclosures (TNFD) framework, becoming the first Indian cement companies to do so.
The company is participating in cutting-edge decarbonisation initiatives, including the Indo-Swedish carbon capture utilisation pilot project and the deployment of the world’s first industrial-scale RotoDynamic Heater™ technology, supporting Adani Cement’s SBTi-validated net-zero by 2050 goal.
Looking ahead, ACC remains optimistic about industry prospects. Cement demand is expected to grow around 8 per cent in FY26, supported by infrastructure spending and construction activity. With its premium product portfolio, expanding RMX presence, cost-efficiency measures and the upcoming One Cement Platform, ACC believes it is well positioned to sustain growth and play a central role in India’s infrastructure and low-carbon construction journey.
Also Read: Ambuja Cements Limited Board Approves Amalgamation of ACC & Orient Cement https://www.vibesofindia.com/ambuja-cements-limited-board-approves-amalgamation-of-acc-orient-cement/
