ACC Limited has informed the National Stock Exchange of India Limited and BSE Limited about a scheduled investor and analyst interaction at the Adani Annual Conference – India Chapter. The announcement was made on May 6, 2026, in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Meeting Schedule

The company has outlined the following schedule for the investor interaction:

Note: Date is subject to changes due to exigencies on the part of the Company.

Regulatory Compliance

The company has emphasized that all discussions during these interactions will be based solely on publicly available information. No unpublished price sensitive information relating to ACC Limited will be disclosed during the meetings with investors and analysts.

Official Documentation

The intimation was digitally signed by Bhavik Parikh, Company Secretary & Compliance Officer, on May 6, 2026. The disclosure is available on the company's official website at www.acclimited.com . The formal communication was addressed to both the National Stock Exchange of India Limited and BSE Limited.

ACC Limited filed an investor presentation titled 'Operational & Financial Highlights' for the quarter and financial year ended March 31, 2026, under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, on May 4, 2026. The presentation was submitted to the National Stock Exchange of India Limited and BSE Limited, following the Analysts/Institutional call scheduled on the same date. In continuation of its earlier letter dated April 14, 2026, ACC Limited also submitted the web link of the audio recording of the Analysts/Investors Call on the audited financial results (standalone and consolidated) for the quarter and year ended March 31, 2026, with the recording uploaded on the company's website at www.acclimited.com . Earlier, the Board had approved audited financial results (standalone and consolidated) for Q4 and FY26 at its meeting held on April 30, 2026, with the results published in Financial Express newspapers on May 1, 2026.

Consolidated Financial Performance

ACC's consolidated results reflected strong top-line growth alongside significant pressure on profitability. Total revenue from operations stood at ₹7,146.18 crore for Q4 FY26, compared to ₹6,114.55 crore in the corresponding period of the previous year. For the full year FY26, total revenue reached ₹25,961.85 crore against ₹21,919.89 crore in FY25. However, net profit after tax declined sharply to ₹238.30 crore in Q4 FY26 from ₹751.04 crore in Q4 FY25, while full-year net profit fell to ₹2,137.23 crore from ₹2,402.27 crore in FY25.

Standalone Performance Analysis

The standalone results showed total revenue from operations of ₹70.76 crore for Q4 FY26 compared to ₹60.00 crore in the previous year. Profitability faced significant pressure, with net profit after tax declining to ₹2.49 crore for the quarter from ₹7.40 crore in the corresponding period last year. EBITDA contracted sharply to ₹6.15 crore from ₹16.44 crore, with EBITDA margin compressing by 474 basis points. For the full year, standalone revenue reached ₹25,766.48 crore with net profit after tax of ₹2,286.78 crore for FY26.

Cost Trends and Industry Outlook

The investor presentation highlighted key cost trends affecting the cement sector. Power and fuel costs moved from ₹1,263/ton in March 2025 to ₹1,382/ton in December 2025, before moderating to ₹1,314/ton in March 2026, reflecting a 4% increase year-on-year. The increase was attributed to higher kiln fuel costs and elevated clinker production relative to sales volumes. Freight and forwarding costs rose from ₹1,272/ton in March 2025 to ₹1,310/ton in March 2026, a 3% increase, driven by the need to serve long-lead markets during planned plant shutdowns. Other expenses per ton increased 25% year-on-year to ₹875/ton in March 2026 from ₹699/ton in March 2025, owing to higher branding expenses, packing material costs, incremental shutdown costs, and additional goods tax in certain states.

On the industry outlook, the presentation noted that India's cement demand is estimated at ~8% for FY26E against GDP growth of ~7.6%, implying a 1.1x cement demand-to-GDP growth multiplier. The West Asia crisis has increased freight, petcoke, and coal prices, while creating shortages in polypropylene packaging bags, which are expected to add to cost pressure in FY 2027. Segment-wise, housing demand growth is estimated at 6.0%–7.0%, infrastructure at 7.5%–8.5%, and industrial/commercial at 5.5%–6.5% for FY26E.

Corporate Actions and AGM

The Board recommended a dividend of ₹7.50 per equity share of face value ₹10 each for FY26, subject to shareholder approval. The record date for dividend eligibility is June 12, 2026, with payment scheduled on or after July 1, 2026. The 90th Annual General Meeting will be conducted through video conferencing on June 26, 2026, at 10:00 AM.

Auditor Appointments

Based on Audit Committee recommendations, the Board approved key auditor appointments for FY27. M/s. P.M. Nanabhoy & Co. was appointed as Cost Auditors, while M/s. Grant Thornton Bharat LLP was appointed as Internal Auditors. The statutory auditors M/s. S R B C & Co. LLP issued unmodified audit opinions on both standalone and consolidated results.