ACC

What ACC promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 16 tracked 1 delivered 4 missed 11 open
  • Cost per tonne by FY27 delivered said Q4 FY26 Promised: INR 4,250 per tonne by FY27 Q1 FY27: Achieved in Q1 FY27 with a net operating cost of INR 4,241 per ton, below the full-year target of INR 4,250. Management has reaffirmed the full-year guidance.
  • Total Cement Capacity by FY28 went quiet said Q3 FY25 Promised: 140 million tons by FY28 Q1 FY27: No update on a specific long-term FY28 target after the 'reset'. Management now guides for 8-10 MTPA annual additions, which is a new, separate guidance.
  • EBITDA per Ton by FY28 at risk said Q4 FY25 Promised: INR 1,500 EBITDA per ton by FY28 Q1 FY27: EBITDA/ton improved to INR 931 from INR 887 last quarter. While this is positive movement, the target of INR 1,500 by FY28 remains distant and challenging.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 16 tracked commitments for ACC — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens