ACC Limited — Investor Meet, 10-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Ambuja Cements delivered robust FY'26 results: 73.7M tonnes sales (+16%), EBITDA INR 6,539 Cr (+31%), PAT INR 2,647 Cr (+17%). Q4 saw costs peak at INR 4,500/tonne due to acquired asset challenges and rising inputs. Management announced a strategic 'reset,' prioritizing execution and cost efficiency. FY'27 volume growth target is 8% to 80M tonnes, with a focus on cutting costs by INR 250/tonne. Capacity expansion is recalibrated for disciplined allocation, aiming for 119M tonnes by FY'27, emphasizing acquired plant utilization and premium sales. Sentiment is cautiously focused on internal improvements.