ACC Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ACC Ltd's Q3 FY'26 earnings call highlighted robust performance. Sales volume hit a record 18.9 million tons (+17% YoY), driving revenue up 20% to INR10,277 Cr with improved realizations. Adjusted PAT surged 258% to INR378 Cr, and operating EBITDA increased 53% to INR1,353 Cr (INR718/ton). Management noted Q3 costs were impacted by one-off items but exited December below INR4,000/ton, anticipating this trend for the March quarter. Strategic integration of acquired assets, with utilization reaching 65% by December, is progressing. Capacity expansion aims for 155 million tons by March '28. The industry outlook is positive, with 8% demand growth projected for FY'26, and the company focuses on balancing volume with value through premiumization and trade channel penetration.