Results for ACC Q2FY26: Revenue increases 30% year over year due to increasing volumes, while net profit increases more than five times to ₹1,119 crore.

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ACC Ltd's Q2FY26 revenue increased by 30% to ₹5,896.16 crore due to increased realizations and demand. With the help of reduced taxes and increased cost efficiency, net profit increased more than fivefold to ₹1,119.26 crore.

Today, October 31, ACC, the cement and building products company of the diverse Adani Portfolio, released its financial performance for the September quarter. The company's impressive results above the consensus estimates of analysts.

Due to a greater proportion of premium products, which made up 47% of trade sales (premium volumes up 20% YoY), the company's reported revenue from operations increased to ₹5,896.16 crore, up 30% year over year from ₹4,542.23 crore in Q2FY25.

Additionally, it announced that it produced 10 million tonnes of cement during the quarter, which was a 16% year-over-year rise from 8.6 million tonnes during the same period previous year.

With a net profit that more than fivefold increased to ₹1,119.26 crore in Q2FY26 from ₹199.70 crore in the same quarter the previous year, the Adani Group company also shown a dramatic turnaround in profitability, helped by improved cost efficiencies and decreased tax charges.

Based on successful High Court rulings in related cases, the corporation reversed ₹658.42 crore in tax provisions during the quarter.

With an EBITDA of ₹818.6 crore, a robust 90% YoY rise, the company's operating performance shown a substantial improvement throughout the quarter. The EBITDA margin increased 456 basis points year over year to 14%, highlighting better realizations and more effective cost control than the year before.

The stock also responded favorably to the company's strong performance, rising 3% to ₹1,901 per share as of 01:40 p.m.

The company's "Reimagination" initiative is still having a favorable impact on several important value levers. A focused transformation agenda, disciplined execution, increased accessibility of premium solutions due to recent tax reforms, and quick digital integration throughout the dealer, contractor, and logistics ecosystem all contributed to this accomplishment, which reflects improved operational efficiency and a more customer-centric approach, the company said.