ACC Limited — Cyborg Score 7/10

Strong
Cement Manufacturing & Ready-Mix Concrete

Strategic Profile

As of March 2023, ACC operates 16 cement plants and more than 85 RMX plants with 36.05 MTPA installed cement manufacturing capacity. The company was acquired by Adani Group in 2022 as part of one of India's largest M&A deals in the cement sector. Ongoing capacity expansion plans aim to increase total production to 155 million tons by FY 2028.

Cyborg Score Rationale

For FY2025-2026, revenue reached ₹22,834.74 crore with profit at ₹2,399.48 crore. ACC reports 17% volume growth from capacity utilization and premium products. The company has science-based net-zero targets validated by SBTi and leads the industry in climate responsibility.

Top Insights

  • Q2 FY2025-26 showed 29% YoY revenue growth with net profit increasing 460.5% YoY.
  • ACC, Orient Cement, and Ambuja propose merger to create a unified platform accelerating growth and operational efficiency in cement sector.
  • Cement segment (94% of revenue) offers gold and silver product ranges with 31% revenue growth between 2019-2024 driven by 28% increase in sales volumes.
  • As of December 2025, promoters hold 56.7% with FIIs at 6%, DIIs at 21.5%, and public at 15.8%.

Named Competitors

  • Ambuja Cements — Leading cement manufacturer, part of Adani consolidation
  • Orient Cement — Regional cement producer, proposed merger with ACC/Ambuja
  • Ultratech Cement — India's largest cement producer

Recent Developments

  • (February 2026) ACC scheduled investor meetings at Kotak Conference in Mumbai and in USA/UAE
  • (December 2025) Market capitalization stood at ₹32,363.26 crores
  • (January 2026) Proposed merger with Orient Cement and Ambuja Cements announced by Adani Group

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