Primer: ACC Ltd (ACC IN) - May 2026
Post-Acquisition Synergies and Expansion: Following its acquisition by the Adani Group, ACC is poised to benefit from significant operational...
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Indian Cement Industry: Can Price Hikes Offset the Geopolitical Shock?
Indian cement sector experiences severe margin compression due to INR 400 per tonne cost shock, despite strong Q4 volume growth.
123 Views
ACC Ltd - Robust Operating Performance; Maintain BUY
In Q2FY26, the company posted a robust 20% YoY increase in volumes (cement plus clinker), reaching 11.4 mtpa, supported by higher sales under MSA
189 Views
ACC Ltd - Mix Bag Of Numbers; Maintain BUY
In Q1FY26, the company recorded a 12% YoY increase in volume, reaching 11.5 mtpa, supported by higher trade volumes and a 7% YoY growth in premium...
382 Views
Cement (Q3FY26 Results Preview): Muted demand, stable prices, healthy margins
Cement demand fails to accelerate in Q3FY26: The industry was expecting cement demand to accelerate toward ~10% growth in H2FY26E following the GST...
256 Views