ACC LIMITED

Management reported that ACC Limited's earnings conference call on July 28, 2026, highlighted a disciplined performance amid a challenging operating environment. The company experienced stable cement demand, supported by infrastructure and housing activities, although profitability faced pressure from higher fuel prices and freight costs. Management emphasized a strategy focused on sustainable value creation over volume, with trade sales increasing from 74% to 78% of overall sales. The company achieved a reduction in net operating costs to INR 4,241 per metric ton, down INR 206 from the previous quarter. Management also discussed ongoing expansion projects, aiming to increase installed capacity to 119 million tons by the end of the financial year. The call concluded with management expressing confidence in the long-term demand fundamentals for cement in India, despite near-term challenges.

Management highlighted both achievements in cost reduction and challenges in profitability.