Ahmedabad’s ACC Limited, a flagship of the Adani Group, has posted a stellar performance in the third quarter of fiscal year 2025-26. The company’s net profit after tax skyrocketed by 346% year-on-year to Rs 380 crore. Revenue for the quarter climbed to Rs 6,483 crore, marking a robust 22% increase from the previous year.
In a filing to the exchanges, ACC highlighted achieving its highest-ever cement sales volume during the quarter ended December 31. Total cement production reached 11.3 million tonnes, up 15% compared to the same period last year. This surge underscores the company’s strong market position amid rising infrastructure demand across India.
Full-time Director and CEO Vinod Bahroliya credited the results to sustained growth momentum. ‘We delivered another strong quarter,’ he stated, pointing to robust sales in premium cement and trade segments. Expansion in the ready-mix concrete (RMX) business also played a key role, enabling better pricing power and a fortified market stance versus industry peers.
A pivotal development this quarter was the merger with Ambuja Cements Limited. This integration will create a unified ‘One Cement Platform,’ accelerating growth, streamlining operations, slashing costs, and bolstering long-term resilience. With all regulatory approvals in place, synergies in procurement, manufacturing, and distribution are set to enhance efficiency significantly.
The company booked an additional Rs 50 crore expense linked to new labor codes effective November 2025, covering enhanced gratuity and leave encashment liabilities. Despite this, ACC remains focused on cost optimization alongside its parent entity. The ambitious target is to reduce per-tonne costs to Rs 3,650 by fiscal 2028 through the One Cement Platform.
Upcoming expansions include new grinding units at Salai Banwa (2.4 MTPA) and Kalamboli (1.0 MTPA), slated for commissioning in Q4 FY26. Bahroliya emphasized the profitability of the premium portfolio, particularly ACC Gold, with growing shares in trade and premium segments promising sustained pricing strength.
Gratitude was extended to over 100,000 dealers and retailers, plus more than 700,000 masons and contractors who form the backbone of the Adani Cement ecosystem. Meanwhile, the RMX business expanded with 14 new plants added in the past year, bringing the total to 117 plants across 45 cities nationwide.
As India ramps up infrastructure spending, ACC’s performance signals bright prospects for the cement sector, positioning the company as a leader in this transformative phase.
