ACC stock advances capacity and Ambuja merger plans

Published on 11/13/2026 at 01:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ACC stock remains in focus after the company reported its September-quarter operating update. Capacity additions and the Ambuja merger moved forward.

ACC expands capacity and merger plans

ACC reported stronger trade mix indicators and growth in ready-mix concrete volumes for Q2 FY27.
New grinding and blending facilities added manufacturing capacity in Uttar Pradesh and Maharashtra.
Shareholder approval moved the proposed Ambuja Cements amalgamation toward NCLT review.

ACC stock, ACC Limited, cement, Q2 FY27, capacity expansion, Ambuja Cements amalgamation, Illustration mit AI erstellt.

ACC Limited used its September-quarter update to highlight a stronger sales mix, new manufacturing capacity and progress toward a proposed combination with Ambuja Cements. In a media release from October 27, 2026, ACC said the quarter ended September 30 was shaped by seasonal shutdowns, monsoon conditions and elevated energy costs.

Sales mix improves despite pressure

ACC reported cement sales of 9.7 million tonnes in Q2 FY27, compared with 10.0 million tonnes a year earlier. Revenue from operations reached 5,689 crore rupees, while operating EBITDA was 401 crore rupees, resulting in a 7.0% margin. Profit after tax was 93 crore rupees, against 1,119 crore rupees in the year-earlier quarter, which included a tax provision reversal and interest on an income-tax refund.

The company said trade sales increased their share by seven percentage points year on year to 78%. Premium products represented 47% of trade sales, while the share of blended cement rose to 85% from 78% a year earlier. Ready-mix concrete volumes increased 19% year on year to 1.07 million cubic metres.

New capacity supports expansion

ACC commissioned a 2.4 million-tonne-per-year grinding unit at Salai Banwa in Uttar Pradesh. Its subsidiary Bulk Cement Corporation also commissioned a blending unit at Kalamboli in Maharashtra, adding 1.0 million tonnes per year. The two projects contributed 3.4 million tonnes per year of additional cement capacity during the quarter.

The company said shareholders approved the proposed amalgamation with Ambuja Cements at a meeting held on September 29, 2026. More than 95% of votes cast by ACC shareholders and 99% of votes cast by Ambuja shareholders supported the scheme. The transaction remains subject to regulatory, statutory and National Company Law Tribunal approvals, with completion expected during fiscal 2027.

ACC serves India's building market

ACC manufactures cement and ready-mix concrete for construction customers across India. The company operates 22 cement manufacturing sites, 125 ready-mix concrete plants and a nationwide channel-partner network, according to its company profile. Its position is that of a large national building-materials producer within the Adani cement portfolio, with Ambuja Cements as its principal group partner and comparison point in the proposed combination.

ACC Limited at a glance

Business: Cement and ready-mix concrete
Market: India
Q2 FY27 cement sales: 9.7 million tonnes
Q2 FY27 revenue: 5,689 crore rupees
Q2 FY27 operating EBITDA: 401 crore rupees
Additional capacity commissioned: 3.4 million tonnes per year
Proposed transaction: Amalgamation with Ambuja Cements, subject to approvals

Indian equities and construction-related shares remain sensitive to infrastructure spending, housing demand and energy costs. Current market reports provide the broader market context.