ACC Ltd, one of India’s leading cement manufacturers and a part of the Adani Group, reported its highest-ever sales volume for a quarter at 11.9 million tonnes (MT) during the January to March 2025 period. This represents a strong 14% year-on-year (YoY) growth, showcasing the company’s operational efficiency and market demand strength.

Revenue Growth Driven by Trade Sales and Premium Products

The company’s total revenue stood at ₹5,948.5 crore for Q4 FY25, marking a 12% increase compared to ₹5,306 crore in Q4 FY24. This revenue growth was primarily driven by higher trade sales volumes and increased demand for premium cement products.

Despite macroeconomic challenges, ACC's robust trade strategy helped it maintain a competitive edge in both urban and rural markets, which significantly contributed to the rise in topline figures.

Net Profit Sees Marginal Decline

ACC Ltd reported a net profit of ₹735 crore, representing a 1.7% YoY decline from ₹748.5 crore in the same quarter of the previous fiscal year. The minor drop in profit was attributed to increased input costs and a contraction in EBITDA margin, despite higher volumes.

EBITDA Remains Flat; Margin Contracts

The company’s EBITDA (Earnings Before Interest, Tax, Depreciation, and Amortization) was reported at ₹740.4 crore, showing no significant change compared to the previous year. However, the EBITDA margin contracted by 160 basis points, settling at 12.4%, mainly due to rising energy and raw material costs.

Key operational parameters improved, but they weren’t enough to offset the pressure on margins.

Dividend Declaration: ₹7.50 per Share

The Board of Directors at ACC Ltd recommended a dividend of ₹7.50 per equity share for the financial year 2024-25. Each share carries a face value of ₹10.

The record date for the dividend has been fixed as June 13, 2025, and the payout will be made on or after July 1, 2025.

This dividend declaration reflects ACC’s confidence in its financial strength and its commitment to shareholder returns, even in a challenging margin environment.

Leadership Commentary Reflects Long-Term Optimism

Vinod Bahety, Whole Time Director and CEO of ACC, stated:

“As we conclude this FY, ACC stands stronger, more agile, and future-ready. This year has been marked by strategic milestones that reinforce our position as a leader in the Indian cement industry.”

The company’s vision for transformation and scale, especially under the larger Adani Group umbrella, has been underlined through improved logistics, digitization, and better procurement practices.

Stock Market Reaction: ACC Shares Rise

Following the earnings announcement, shares of ACC Ltd rose by 2.47%, reaching ₹2,102.50 on the BSE. The positive stock movement indicates investor confidence, particularly due to strong volumes and stable performance despite industry-wide cost headwinds.

Breakup of ACC’s Performance Metrics for Q4 FY25

Strategic Outlook for ACC Ltd

• Capacity Expansion: ACC continues to enhance its manufacturing footprint through expansion in strategic markets.

• Sustainability Initiatives: The company remains committed to reducing carbon emissions by adopting green fuel alternatives and increasing efficiency across plants.

• Premiumization: A continued push towards premium products is expected to yield better pricing power and profitability.

Future Roadmap

Looking ahead, ACC’s future-ready approach involves:

• Leveraging the Adani Group’s logistics and infrastructure backbone

• Integrating digital tools for supply chain optimisation

• Driving growth through premium products and rural market penetration

Despite the near-flat margin in the current quarter, ACC is poised for long-term growth, thanks to its efficient production systems, strong distribution network, and a renewed focus on sustainability and innovation.

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