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

Ambuja Cement reported robust 9MFY26 results with Revenue at approximately 29,736 Cr (+22% YoY) and EBITDA at approximately 5,071 Cr (+62% YoY). The company aims for 155 MTPA capacity by March 2028 and targets $17 EBITDA per tonne, leveraging Adani's infrastructure ecosystem for cost leadership and synergies. Management is confident in India's structural cement demand growth, outpacing GDP. Ambuja remains debt-free with a net worth of approximately 70,137 Cr and emphasizes digital transformation for efficiency and sustainability.