ACC News

On Monday, shares of the Adani group experienced notable downward pressure, with Adani Enterprises declining by nearly eight percent amid overall market instability. The recent alterations in MSCI Global Standard Indexes were implemented at the end of August, affecting several Adani firms through index rebalancing and fund reallocations. This situation added to the volatility observed throughout the trading day.

ACC Ltd, part of the Adani Group, reported a staggering 60.8% decline in net profit for the June quarter. This drop in profitability can be attributed to a decline in sales volume, resulting in a 7.75% decrease in revenue compared to the previous year. While higher costs impacted earnings, the company noted that premium products gained market share.

ACC reported a 61% YoY decline in June-quarter profit to Rs 147 crore as lower cement volumes, weaker operating margins and planned maintenance hit earnings. Revenue also fell, though the company saw improved trade sales, higher premium product mix and continued progress on capacity expansion and its merger with Ambuja Cements.

Motilal Oswal expects 44 companies, including Bharti Airtel, Trent, IndiGo, HAL, GAIL and Cipla, to report double-digit year-on-year profit declines in the June quarter. Higher energy costs, weaker demand, geopolitical tensions and margin pressure are expected to weigh on earnings, even as overall corporate profit growth slows in Q1.

Any long-term investor knows that corrections are part of every bull run. But it is important that they be aware whether the correction is led by global or domestic factors. Why? Because the magnitude of a correction in terms of price damage, how long it lasts, and how the recovery shapes up are different for those sparked by global and domestic events. The latest correction in India probably is a mix of both. A war in the Gulf and an increase in oil prices leading to domestic problems: Fiscal pressure and the possibility of a spike in inflation.

More than 30 companies, including five Adani Group firms and four Tata Group companies, have fixed June 12 as the record date for dividend payouts totaling nearly ₹300 per share. Investors looking to qualify for these dividends must buy the shares by June 11.

Adani Cement is prioritizing increased utilization of its current facilities. The company will focus on optimizing existing capacities. Capital expenditure plans may be adjusted. The CEO indicated a potential shift in targets to FY30. This strategy aims to leverage existing assets effectively. Adani Cement currently has a production capacity of 109 million tonnes.

Ambuja Cements Q4 results: Ambuja Cements reported a strong Q4FY26 performance with net profit rising 78% YoY to Rs 1,830 crore and revenue up 10% to its highest-ever quarterly level. The company posted record sales volumes, improved margins, and remained debt-free, even as cost pressures from fuel, logistics and currency depreciation persisted.

With the onset of summer, shares of Adani Energy Solutions have attracted strong investor interest, rallying over 63% in just three months. This makes it the second-best performer within the Adani Group, trailing only its power sector peer, Adani Power, which has delivered slightly higher returns of around 67% over the same period.

Adani Power Limited surged nearly 5% on Monday to hit fresh 52-week high, becoming the most valuable Adani Group firm. The company, with a ₹3.99 lakh crore m-cap, surpassed Adani Ports and Special Economic Zone. Strong stock momentum, new subsidiary formation, and reaffirmed ratings supported investor sentiment on the Street.

GQG Partners, long bullish on the Adani group, modestly raised stakes in key companies during the March quarter despite mixed stock performance. It increased holdings in Adani Energy Solutions, Adani Green and Adani Enterprises. In contrast, foreign institutional investors and LIC largely maintained or reduced their exposure, reflecting a more cautious stance on the group’s risk-reward outlook.

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There are two ways to deal with the uncertainty stock markets are experiencing at this point. One: Just stay out till all the event risks are over. Or, two: Use the uncertainty to look for opportunities – but with a long-term perspective. Both approaches have their positives and negatives, and one needs to decide which to adopt. But in both approaches, keep one thing in mind: More than anything else, the fundamentals of the business and its sector are the key.

When a sector undergoes restructuring and consolidation, the chances are that a set of winners will emerge. Cement is a sector which has probably seen most mergers and acquisitions in the last few years. So, who will the winners be? That’s difficult to predict, but it is time to have these companies on your watchlist. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components - earnings, fundamentals, relative valuation, risk and price momentum to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.

ACC Q3 Results: ACC's net profit saw a significant drop of 63 percent year-on-year for the December quarter. The company posted a profit of Rs 404 crore. However, its revenue from operations showed growth, increasing by 22 percent to Rs 6,391 crore. This performance reflects a mixed financial outcome for the Adani Group firm during the period.

A busy Wednesday for the stock market features earnings from 126 BSE-listed companies, including Nifty giants like Maruti Suzuki and L&T. Both are anticipated to report strong December-quarter results, with Maruti Suzuki expecting a 24-35% net profit rise and L&T projecting a 20-35% increase, driven by robust sales and execution.

Adani Group stocks surged on Tuesday after the conglomerate announced a new aviation venture with Embraer SA. This rally followed court filings indicating a willingness to negotiate on accepting summons from the US Securities and Exchange Commission. India had previously rejected requests to serve the summons through official channels. The Adani Group denies allegations and will defend itself legally.

The sell-off was broad-based, with all sectoral indices finishing lower and midcap and smallcap stocks seeing notable wealth erosion.

Adani Group stocks tumbled up to 15% after the US SEC sought court permission to email summons to Gautam Adani and Sagar Adani regarding an alleged $265 million bribery scheme. India had previously rejected official requests for service, citing procedural grounds. The SEC is pursuing the case, which involves allegations of bribing Indian officials and misleading US investors.

LIC and GQG reshuffled their Adani Group portfolios in the December quarter. LIC reduced holdings in Adani Enterprises and Adani Ports but increased its stake in ACC. GQG booked profits in Adani Ports and Adani Power. Foreign Institutional Investors saw mixed movements across Adani stocks. Mutual funds also adjusted their positions.

After a weak 2025, India’s cement sector enters 2026 facing capacity pressure and pricing challenges, even as long term infrastructure driven demand remains intact.

Analysts view the Adani Group's proposed cement business merger favorably for Ambuja Cements shareholders, simplifying the group structure and removing management complexities. Share swap ratios are seen as neutral for ACC's minority shareholders and positive for Orient Cement's. The deal is expected to streamline operations and reporting across the integrated entity.

Indian markets ended flat on Tuesday as a pullback in IT stocks halted a brief rally and foreign investors turned sellers. The Sensex dipped 42 points while the Nifty held steady. Broader markets were mixed, even as global equities hovered near record highs and commodities flashed volatility amid geopolitical tensions.

Shares of Ambuja Cements and ACC rose after Ambuja’s board approved the merger of ACC and Orient Cement into Ambuja to form a unified “One Cement Platform” under the Adani Group. The merger will be carried out through a share swap with no cash payout, with defined exchange ratios for ACC and Orient Cement shareholders.

Ambuja Cements’ board approved merger schemes to combine ACC and Orient Cement into Ambuja through share swaps, with no cash payout. ACC shareholders will get 328 Ambuja shares for every 100 ACC shares, while Orient shareholders receive 33 Ambuja shares per 100 Orient shares. The swap values ACC near its current market price and offers Orient a roughly 9% premium.

Indian equities opened lower on Tuesday, breaking a two-day rally as foreign investors resumed selling. The Sensex and Nifty saw slight declines, with analysts anticipating thin trading volumes as the year concludes. The market awaits fresh catalysts ahead of the year-end.

Ambuja Cement share price witnessed a surge on Tuesday after the company embarked on a merger with ACC Ltd and Orient Cement Ltd, a move designed to create a robust and unified cement platform across the Indian landscape. By merging, the companies aim to boost efficiency and refine their corporate framework.

Markets advanced nearly a percent, extending Friday's rebound, with Nifty facing resistance around 26,200-26,300. Analysts suggest a positive bias with buying opportunities on dips. Several companies like Adani Total Gas, Indian Hotels, and LIC Housing Finance are in focus due to significant news developments, including CFO appointments, international hotel signings, and interest rate reductions.

LIC has reduced its stake in Adani Ports to 7.34% by selling nearly 3.9 crore shares since 2022, even as the stock outperforms benchmarks and posts strong quarterly revenue and profit growth.

Adani Group reported a strong first half for FY26, driven by record capital expenditure and higher operating earnings. The group's total asset base reached Rs 6.77 lakh crore, with EBITDA at Rs 47,375 crore, primarily from core infrastructure businesses. Leverage remained below guided ranges, and credit quality improved significantly.

Brokerages offer mixed views on key Indian companies. Emkay Global downgrades ACC due to margin pressures and slower capex. Nuvama reiterates a Buy on M&M, expecting strong revenue growth across segments. Emkay Global maintains a Buy on HDFC Life Insurance, citing management discussions on business performance and growth outlook.

How to find a possible outperformer in the next bull run? One possible place: Where fundamentals are changing, but scepticism levels are still high. A space with many mergers and acquisitions – where even the second-biggest player witnessed a change in ownership, and small players are being taken over. The question is: Why is so much money being pumped into this sector? Well, because, after years, things are changing and the sector is witnessing a healthy consolidation. Another question: Why look at it at this point of time? Read on to find out.

ACC reported a five-fold surge in its second-quarter net profit, driven by a significant tax write-back. The cement manufacturer also saw its highest-ever September quarter revenue and sales volume, anticipating further demand growth due to GST reductions and improved economic sentiment.

Adani Group stocks surged on Wednesday, adding ₹40,000 crore in market value as strong Q2 earnings from Adani Green Energy and Adani Total Gas fueled broad gains across the conglomerate. Adani Green’s shares jumped 14%, boosting its market cap by ₹14,464 crore after posting a 111% YoY profit surge to ₹583 crore, driven by new capacity additions in Gujarat and Rajasthan.

Following Sebi's clean chit, GQG Partners has increased its stakes in four Adani Group companies, signaling growing conviction. State-owned LIC maintained its holdings, with only a minor trim in Adani Ports. Meanwhile, FIIs have tactically reduced their exposure across several Adani stocks.

HSBC has taken a positive stance on the cement sector, citing consolidation, pricing discipline, and moderating capacity additions. UltraTech Cement remains its top pick with a Buy rating, while Ambuja Cements has been upgraded to Buy on cost savings. Dalmia Bharat also retains a Buy, whereas ACC and Shree Cement stay on Hold due to margin concerns.

Cement stocks surged following the GST Council's decision to reduce the tax on cement from 28% to 18%. This move is expected to boost infrastructure and construction activity by lowering input costs. Jefferies views the rate cut as a positive step, potentially improving industry dynamics and profitability through better pricing and input tax credit benefits.

UBS Securities picked Ambuja Cement, UltraTech, and Dalmia Bharat as top buys, citing demand recovery, lower costs, and reforms. Despite Q1 volumes missing estimates with just 3% growth, UBS expects strong EBITDA in Q2 and maintains a 7–8% FY26 growth outlook.

Cement stocks surged in FY26, led by Nuvoco Vistas, JK Cement, and Star Cement, amid GST cut hopes. Strong Q1 FY26 profits highlighted sector resilience, efficiency gains, and investor confidence despite muted performance from large-cap peers.

June quarter results show mixed performance across sectors. Automobiles, banking, and IT faced demand challenges. Cement, metals, and pharma saw gains. Mahindra and Mahindra excelled in automobiles. Public sector banks maintained asset quality. Ultratech reduced production costs. Infosys and HCL Technologies revised revenue guidance. Reliance Industries reported strong operating profit. Sector performance varied due to diverse economic factors.