ACC (Adani Cement) Q2 FY27: revenue flat at ₹9,197 Cr, EBITDA down 28% as geopolitical costs bite; capacity at 113.5 MTPA
Q2 FY27 revenue flat at ₹9,197 Cr; EBITDA down 28% to ₹1,271 Cr, margin 13.8%, reported PAT down 90% to ₹236 Cr.
By ScoutQuest · · 1 min read
- Revenue
- Q2 FY27 revenue flat at ₹9,197 Cr
- EBITDA
- EBITDA down 28% to ₹1,271 Cr, margin 13.8%
- PAT
- reported PAT down 90% to ₹236 Cr
- Period
- Quarter and half year ended September 30, 2026
- Positioning
- The Adani Cement platform describes itself as a builder of progress in India with 113.5 MTPA of cement capacity, 74% trade share and AAA / A1+ credit ratings.
📉 Ambuja consolidated revenue from operations was ₹9,197 Cr in Q2 FY27 against ₹9,175 Cr a year earlier, while EBITDA fell 28% to ₹1,271 Cr and margin dropped to 13.8% from 19.2%. Reported PAT fell 90% to ₹236 Cr; EBITDA per tonne was ₹770. For H1 FY27 revenue was ₹18,697 Cr, down 4%.
📈 Cement cost rose to ₹4,410 per tonne, which the presentation says includes about ₹228 PMT from escalated geopolitical issues; excluding that, it states EBITDA PMT of ₹998 and margin of 17.9%.
🏭 Management states a firmed-up expansion of +29.7 MTPA to take capacity to 149 MTPA, with debottlenecking to 155 MTPA by FY30, and cost targets of ₹4,250 PMT in FY27 and ₹4,000 PMT in FY28. It says trade mix will help improve EBITDA in coming quarters.
🏭 The company says healthy cash flows sustain its capex programme; the balance sheet shows borrowings of ₹55 Cr and total equity of ₹72,238 Cr at 30 September 2026. It expects FY27 industry demand growth of 6-7%, soft near term.
Also from ACC
Registrar and Share Transfer Agent's Corporate Office Address Changing From December 1, 2026
5 Nov 2026
Earnings call transcript: trade share up 6% to 74%, FY27 cost target of INR4,250 per metric ton
3 Nov 2026
ACC uploads audio recording of analysts/investors call on Q2/H1 FY27 results ended September 30, 2026
29 Oct 2026
More numbers
- Revenue from operations, Q2 FY279,197 ₹ Cr
- EBITDA, Q2 FY271,271 ₹ Cr
- EBITDA YoY change, Q2 FY27(28%)
- EBITDA margin, Q2 FY2713.8%
- PAT reported, Q2 FY27236 ₹ Cr
- PAT reported YoY change, Q2 FY27(90%)
- Revenue from operations, H1 FY2718,697 ₹ Cr
- Revenue from operations, FY2640,656 ₹ Cr
- Total equity, 30-Sep-2672,238 ₹ Cr
- Borrowings, 30-Sep-2655 ₹ Cr
- Cement cost per tonne, Q2 FY27Rs 4,410 PMT
- FY27 cement demand growth outlook6-7%
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