ACC Q2FY26 Results: Net profit surges over 5x to ₹1,119 crore, revenue jumps 30% YoY on higher volumes

ACC, the cement and building materials company of the diversified Adani Portfolio, announced its financial performance for the September quarter today, October 31, reporting a strong set of numbers that came in higher than analysts’ consensus estimates.

The company reported revenue from operations rising to ₹5,896.16 crore, up 30% year-on-year from ₹4,542.23 crore in Q2FY25, driven by a higher share of premium products, which accounted for 47% of trade sales (premium volumes rose 20% YoY).

It also reported its highest-ever cement volumes of 10 million tonnes during the quarter, marking a 16% year-on-year increase from 8.6 million tonnes in the same period last year.

The Adani Group company also delivered a sharp turnaround in profitability, with net profit surging more than fivefold to ₹1,119.26 crore in Q2FY26, compared with ₹199.70 crore in the same quarter last year, supported by lower tax expenses and better cost efficiencies.

The company reversed tax provisions of ₹658.42 crore during the quarter based on favorable High Court decisions in similar matters.

Its operating performance showed notable improvement during the quarter, with the company posting an EBITDA of ₹818.6 crore, a strong 90% YoY increase. The EBITDA margin expanded by 456 basis points YoY to 14%, underscoring stronger cost management and improved realizations compared to the previous year.

Following the company’s robust performance, the stock also reacted positively, trading 3% higher at ₹1,901 apiece as of 01:40 p.m.

"The Company’s ‘Reimaginaction’ drive continues to bring positive traction across key value levers. This achievement reflects enhanced operational efficiency and a sharper customer-centric approach, supported by a focused transformation agenda, disciplined execution, wider accessibility of premium solutions driven by recent tax reforms, and rapid digital integration across the dealer, contractor and logistics ecosystem," said company.

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