ACC stock reflects weak Q1 profit as new capacity comes online

Published on 10/07/2026 at 01:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ACC stock closed at INR 1,177 on October 6, 2026, after Q1 FY27 profit fell 61 percent to INR 147 crore. New plants add 3.4 MTPA capacity.

ACC, INE116A01024, Illustration mit AI erstellt.

ACC Limited (INE116A01024) closed at INR 1,177 on the NSE on October 6, 2026, down 0.62 percent, as investors weighed a sharp Q1 FY27 profit decline against new cement capacity. The October 6 close stood only 0.94 percent above the 52-week low of INR 1,166.10.

Profit fell in Q1 FY27

According to Sahi Markets on September 30, 2026, consolidated revenue reached INR 5,808 crore in Q1 FY27, while net consolidated profit was INR 147 crore. The profit figure was down 61 percent from INR 375 crore in Q1 FY26, making earnings the central pressure point for the stock.

The comparison is material because revenue held up better than profitability. Planned maintenance outages and higher master supply agreement charges reduced the conversion of sales into earnings during the quarter ended June 30, 2026.

Capacity adds 3.4 MTPA

ACC commissioned a 2.4 MTPA grinding unit at Salai Banwa in Uttar Pradesh and added 1.0 MTPA of blending capacity at Kalamboli in Maharashtra, according to Sahi Markets on September 30, 2026. The combined 3.4 MTPA addition improves regional supply access, but its earnings effect depends on cement prices, utilization and freight costs.

The capacity move gives ACC a concrete operating counterweight to the Q1 margin setback. The Salai Banwa project targets northern demand, while Kalamboli strengthens distribution in Maharashtra, placing the new assets closer to customers and infrastructure markets.

Consensus target stays above close

AlphaView lists 24 analysts at a Hold consensus, with a target price of INR 1,518, a low target of INR 1,150 and a high target of INR 2,198. The consensus target lies 29.0 percent above the October 6 closing price of INR 1,177, while the median target is INR 1,440.

For investors, the valuation debate therefore rests on execution rather than capacity announcements alone. Q1 FY27 net profit of INR 147 crore must recover from the 61 percent year-over-year decline before the 3.4 MTPA expansion can materially improve the earnings profile.

ACC stock stays near yearly low

ACC stock closed at INR 1,177 on the NSE on October 6, 2026. The session range was INR 1,174 to INR 1,191.80, volume was 62,708 shares and market capitalization was INR 221.0 billion.