ACC Ltd

🚀 ACC Ltd’s Growth Blueprint: Capacity Expansion, Cost Cuts & Renewable Push

- Current cement capacity: 40.4 MTPA, expanding to 43.7 MTPA with Salai Banwa & Kalamboli plants in Q3.

- Debottlenecking to add 5.6 MTPA capacity within 24 months.

- Ambuja’s ~30 MTPA clinker capacity to boost ACC’s double-digit volume growth.

- New limestone reserves secured in Wadi, Chanda, and Kymore for long-term supply.

- Power cost down 9% to ₹5.95/kWh due to renewable investments (700 MW solar, 300 MW wind).

- Target cost reduction to ₹3,650/ton by FY2028.

- RMX plant expansion: 116 → 365 by 2030, targeting 35 Mn M³ capacity (EBITDA margin: 8.5%).

- Cement volume up 16% YoY (10 MnT in Sept 2025); clinker volume up 74% YoY (1.2 MnT).

- EBITDA/ton surged 67% YoY to ₹849.

- Healthy treasury: ₹787 Cr cash + ₹1,500 Cr post-tax refunds.

- Adani Cementation merger done; Sanghi & Penna mergers in progress.