In a remarkable turnaround, Adani Group-owned ACC Limited announced a 346% surge in Q3 net profit for FY 2025-26, reaching Rs 380 crore from the prior year’s levels. Quarterly revenue hit Rs 6,483 crore, reflecting a healthy 22% growth and highlighting the cement major’s operational prowess.
The quarter ending December 31 saw ACC achieve record cement sales, with production volumes climbing 15% to 11.3 million tonnes. This milestone comes at a time when the construction boom is fueling unprecedented demand for building materials nationwide.
CEO Vinod Bahroliya described the quarter as a testament to unwavering growth trajectory. Strong performances in premium products and trade channels, coupled with RMX expansion, secured superior realizations and deepened market penetration beyond competitors.
The merger with Ambuja Cements stands out as the quarter’s game-changer. Forming a single ‘One Cement Platform,’ it promises faster expansion, operational excellence, cost efficiencies, and enduring competitive edges. Legal clearances pave the way for seamless coordination across supply chain functions.
Navigating new labor regulations, ACC accounted for Rs 50 crore in extra provisions for employee benefits post-November 2025 codes. Cost discipline remains paramount, with joint efforts targeting a per-tonne cost of Rs 3,650 by FY28 via platform synergies.
Capacity additions are on track, with Salai Banwa and Kalamboli grinding units gearing up for Q4 FY26 launch. The premium cement lineup, led by ACC Gold, continues to drive margins, bolstered by increasing trade and premium market shares.
Bahroliya thanked the vast network of stakeholders—over a lakh dealers, countless retailers, and 700,000-plus contractors—for powering Adani Cement’s success. The RMX arm grew aggressively, incorporating 14 plants last year to reach 117 across 45 urban centers.
This Q3 triumph positions ACC favorably in India’s infrastructure-led growth story, with analysts eyeing sustained momentum into the new year.
