ACC Q1 revenue reaches Rs 5,808 crore as trade share rises to 81%

ACC reported Q1 FY2027 sales volume of 10 million tonnes and operating EBITDA of Rs 457 crore. The cement maker began trials at its 2.4-MTPA Salai Banwa unit, targets a 1-MTPA Kalamboli addition in the September 2026 quarter, and expects its Ambuja merger to close in FY2027, subject to approvals.

— Source publishedFri, 24 Jul, 2026, 16:27 IST·First seen Fri, 24 Jul, 2026, 17:35 IST·Source NDTV Profit

What happened

ACC posted Rs 5,808 crore Q1 FY2027 revenue as trade mix improved, while fuel and logistics costs pressured margins. It began trials at a 2.4-MTPA Uttar Pradesh

Key facts

  • Consolidated revenue: Rs 5,808 crore
  • Sales volume: 10 million tonnes
  • Trade share: 81%, up 5 percentage points year-on-year
  • Premium-product contribution to trade sales: 44%, up 3 percentage points
  • Operating EBITDA: Rs 457 crore
  • Salai Banwa grinding-unit capacity: 2.4 MTPA
  • Kalamboli expansion capacity addition: 1 MTPA
  • Fuel inventory cycle: 60-90 days

Why this matters

The planned FY2027 Ambuja merger, pending approvals, could combine with ACC’s capacity additions to strengthen scale and market coverage in cement.

What to watch

  • Quarterly cement realization and EBITDA per tonne, especially whether premium mix converts into margin expansion.
  • Commercial-production timing, utilization and cost ramp at the 2.4-MTPA Salai Banwa unit.
  • Execution status of the 1-MTPA Kalamboli expansion scheduled for the September 2026 quarter.
  • Ambuja merger regulatory approvals, closing timeline and disclosed synergy targets.
  • Cement pricing discipline, petcoke/coal costs, freight costs and monsoon-season demand trends.
  • Trade-share retention and premium-product share of trade sales after dealer incentives normalize.
  • Accelerate dealer-network expansion and trade loyalty programs to protect the higher trade share.
  • Push premium cement, ready-mix and solution-led products in urban renovation and infrastructure catchments.
  • Ramp Salai Banwa from trial production toward commercial utilization while preparing Kalamboli commissioning for the September 2026 quarter.
  • Align procurement, logistics, branding and sales operations with Ambuja ahead of merger approvals.
  • Use added capacity to reduce freight intensity and strengthen presence in deficit markets rather than pursuing broad price cuts.