View ValuationACC 将来の成長Future 基準チェック /06ACC利益と収益がそれぞれ年間2.2%と4.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9% 1.9%なると予測されています。主要情報2.2%収益成長率1.89%EPS成長率Basic Materials 収益成長6.5%収益成長率4.9%将来の株主資本利益率8.99%アナリストカバレッジGood最終更新日07 Jul 2026今後の成長に関する最新情報Price Target Changed • Jun 05Price target decreased by 7.3% to ₹1,730Down from ₹1,865, the current price target is an average from 30 analysts. New target price is 30% above last closing price of ₹1,330. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₹99.40 for next year compared to ₹114 last year.Price Target Changed • Jan 30Price target decreased by 7.6% to ₹2,392Down from ₹2,589, the current price target is an average from 35 analysts. New target price is 20% above last closing price of ₹1,994. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹93.17 for next year compared to ₹124 last year.Price Target Changed • Feb 01Price target increased by 8.1% to ₹2,477Up from ₹2,291, the current price target is an average from 33 analysts. New target price is approximately in line with last closing price of ₹2,526. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹26.03 last year.Price Target Changed • Oct 20Price target raised to ₹1,679Up from ₹1,550, the current price target is an average from 11 analysts. The new target price is 7.4% above the current share price of ₹1,563. As of last close, the stock is up 1.8% over the past year.すべての更新を表示Recent updatesPrice Target Changed • Jun 05Price target decreased by 7.3% to ₹1,730Down from ₹1,865, the current price target is an average from 30 analysts. New target price is 30% above last closing price of ₹1,330. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₹99.40 for next year compared to ₹114 last year.Upcoming Dividend • Jun 05Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 26 July 2026. Payout ratio is a comfortable 5.9% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.6%).Reported Earnings • May 05Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹114 (down from ₹128 in FY 2025). Revenue: ₹263.6b (up 21% from FY 2025). Net income: ₹21.4b (down 11% from FY 2025). Profit margin: 8.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 04ACC Limited, Annual General Meeting, Jun 26, 2026ACC Limited, Annual General Meeting, Jun 26, 2026, at 10:00 Indian Standard Time.Declared Dividend • May 02Dividend of ₹7.50 announcedDividend of ₹7.50 is the same as last year. Ex-date: 12th June 2026 Payment date: 26th July 2026 Dividend yield will be 0.5%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (6% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 93% to increase the payout ratio to a potentially unsustainable range.お知らせ • May 01ACC Limited announces Annual dividend, payable on July 26, 2026ACC Limited announced Annual dividend of INR 7.5000 per share payable on July 26, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.お知らせ • Apr 14ACC Limited to Report Q4, 2026 Results on Apr 30, 2026ACC Limited announced that they will report Q4, 2026 results on Apr 30, 2026Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: ₹21.52 (vs ₹58.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹21.52 (down from ₹58.14 in 3Q 2025). Revenue: ₹65.4b (up 10% from 3Q 2025). Net income: ₹4.04b (down 63% from 3Q 2025). Profit margin: 6.2% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jan 10ACC Limited to Report Q3, 2026 Results on Jan 28, 2026ACC Limited announced that they will report Q3, 2026 results on Jan 28, 2026お知らせ • Nov 22+ 1 more updateACC Limited Announces Chief Financial Officer ChangesACC Limited at its board meeting held on November 21, 2025, announced Mr. Rakesh Tiwary, Chief Financial Officer will relinquish his position as Chief Financial Officer of the Company, which shall be effective from closure of the business hours on November 21, 2025, pursuant to the ongoing leadership development process across the Adani Group, Mr. Rakesh Tiwary will be assuming a new role within the Adani portfolio of companies. Mr. Rohit Soni, who served as Chief Financial Officer of Adani New Industries Limited (ANIL), will assume the role of Chief Financial Officer of the Company, effective from November 22, 2025. Mr. Rohit Soni is a distinguished finance leader and Chartered Accountant, as well as an alumnus of Harvard Business School's General Management Program. He served as Chief Financial Officer (CFO) at Adani New Industries Limited (ANIL) since March 2024, where he led financial strategy for green hydrogen and renewable energy initiatives. Previously, he held the position of CFO at Adani Energy Solutions Limited (AESL) from September 2021 to March 2024, successfully raising equity funds and managing finances for over 60 subsidiaries supporting large-scale infrastructure projects. He has also held several leadership positions with the Vedanta Group, including serving as Chief Procurement Officer and also as CFO for various Vedanta Companies. His leadership excellence has been recognized with the ET Great Manager (Senior Leader) award by Economic Times and TAPMI in November 2019.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (32% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹59.60 (vs ₹10.55 in 2Q 2025)Second quarter 2026 results: EPS: ₹59.60 (up from ₹10.55 in 2Q 2025). Revenue: ₹61.6b (up 33% from 2Q 2025). Net income: ₹11.2b (up 461% from 2Q 2025). Profit margin: 18% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Oct 16ACC Limited to Report First Half, 2026 Results on Oct 31, 2025ACC Limited announced that they will report first half, 2026 results on Oct 31, 2025Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹19.99 (up from ₹19.24 in 1Q 2025). Revenue: ₹60.9b (up 18% from 1Q 2025). Net income: ₹3.75b (up 3.9% from 1Q 2025). Profit margin: 6.2% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Jul 14ACC Limited to Report Q1, 2026 Results on Jul 24, 2025ACC Limited announced that they will report Q1, 2026 results at 12:08 PM, Indian Standard Time on Jul 24, 2025Upcoming Dividend • Jun 06Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 26 July 2025. Payout ratio is a comfortable 5.9% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.5%).New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Declared Dividend • Apr 26Dividend of ₹7.50 announcedDividend of ₹7.50 is the same as last year. Ex-date: 13th June 2025 Payment date: 26th July 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (6% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 2.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25Full year 2025 earnings released: EPS: ₹128 (vs ₹124 in FY 2024)Full year 2025 results: EPS: ₹128 (up from ₹124 in FY 2024). Revenue: ₹217.6b (up 9.0% from FY 2024). Net income: ₹24.0b (up 2.8% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Apr 24+ 1 more updateACC Limited, Annual General Meeting, Jun 26, 2025ACC Limited, Annual General Meeting, Jun 26, 2025, at 10:00 Indian Standard Time.お知らせ • Apr 18ACC Limited to Report Q4, 2025 Results on Apr 24, 2025ACC Limited announced that they will report Q4, 2025 results at 4:00 PM, Indian Standard Time on Apr 24, 2025New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Price Target Changed • Jan 30Price target decreased by 7.6% to ₹2,392Down from ₹2,589, the current price target is an average from 35 analysts. New target price is 20% above last closing price of ₹1,994. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹93.17 for next year compared to ₹124 last year.Reported Earnings • Jan 28Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹58.14 (up from ₹28.63 in 3Q 2024). Revenue: ₹58.6b (up 19% from 3Q 2024). Net income: ₹10.9b (up 103% from 3Q 2024). Profit margin: 19% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Jan 27ACC Limited Approves Executive ChangesACC Limited announced that at its board meeting held on 27 January 2025, approved the following: Mr. Manish Mistry will relinquish his position as the company secretary and compliance officer (Key Managerial Personnel) of the company with effect from the closure of business hours on January 31, 2025; Mr. Bhavik Parikh will assume the role of Company Secretary and Compliance Officer (Key Managerial Personnel) of the company with effect from February 1, 2025. Mr. Bhavik Parikh is Associate Member (ACS) of The Institute of Company Secretaries of India (ICSI), New Delhi, a Graduate in Commerce from the Gujarat University. He possesses 10+ years of experience in areas of corporate laws compliances and secretarial practices. Before joining Adani Group in 2023, he has worked as an Asst. Company Secretary in Sanghi Industries Limited. He has also worked with the leading Practicing Company Secretary firm in Ahmedabad and handled the assignments like buy-backs, mergers and amalgamations (M&A), corporate restructuring activities, due diligence etc.Buy Or Sell Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹1,997. The fair value is estimated to be ₹2,566, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • Jan 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹1,974. The fair value is estimated to be ₹2,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.Buy Or Sell Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹2,116. The fair value is estimated to be ₹2,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Buy Or Sell Opportunity • Nov 21Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹2,026. The fair value is estimated to be ₹2,638, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: ₹10.55 (vs ₹20.66 in 2Q 2024)Second quarter 2025 results: EPS: ₹10.55 (down from ₹20.66 in 2Q 2024). Revenue: ₹46.1b (up 4.0% from 2Q 2024). Net income: ₹2.00b (down 49% from 2Q 2024). Profit margin: 4.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ₹2,286. The fair value is estimated to be ₹1,904, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.お知らせ • Oct 15ACC Limited to Report Q2, 2025 Results on Oct 24, 2024ACC Limited announced that they will report Q2, 2025 results on Oct 24, 2024Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: ₹19.24 (vs ₹24.82 in 1Q 2024)First quarter 2025 results: EPS: ₹19.24 (down from ₹24.82 in 1Q 2024). Revenue: ₹51.5b (flat on 1Q 2024). Net income: ₹3.61b (down 23% from 1Q 2024). Profit margin: 7.0% (down from 9.0% in 1Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.0% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.お知らせ • Jul 16ACC Limited to Report Q2, 2024 Results on Jul 29, 2024ACC Limited announced that they will report Q2, 2024 results on Jul 29, 2024Upcoming Dividend • Jun 07Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.5%).Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹124 (up from ₹26.03 in FY 2023). Revenue: ₹199.6b (up 12% from FY 2023). Net income: ₹23.4b (up 378% from FY 2023). Profit margin: 12% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Apr 28ACC Limited, Annual General Meeting, Jun 26, 2024ACC Limited, Annual General Meeting, Jun 26, 2024, at 10:00 Indian Standard Time.Reported Earnings • Apr 27Full year 2024 earnings released: EPS: ₹124 (vs ₹26.03 in FY 2023)Full year 2024 results: EPS: ₹124 (up from ₹26.03 in FY 2023). Revenue: ₹199.6b (up 12% from FY 2023). Net income: ₹23.4b (up 378% from FY 2023). Profit margin: 12% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Apr 26ACC Limited Recommends Dividend for the Financial Year 2023-2024, Payable on or After 1 July 2024ACC Limited announced that at the board meeting held on 25 April 2024 recommended Dividend of INR 7.50 per Equity Share of face value of INR 10 each fully paid-up for the Financial Year 2023-24, subject to approval of shareholders of the Company. Pursuant to the Regulation 42 of SEBI Listing Regulations, it is hereby informed that the Company has fixed 14 June 2024 as `Record Date' for the purpose of determining entitlement of the members of the Company to receive Dividend of INR 7.50 per Equity Share having face value of INR 10/- each fully paid-up for the financial year 2023-24. The said Dividend, if declared by the shareholders at the up coming AGM, shall be paid on or after 1 July 2024, subject to deduction of tax at source as applicable.お知らせ • Apr 21ACC Limited to Report Q4, 2024 Results on Apr 25, 2024ACC Limited announced that they will report Q4, 2024 results on Apr 25, 2024お知らせ • Mar 28ACC Limited Announces Executive ChangesACC Limited announced that at its board meeting held on March 28, 2024, the board approved that Mr. Hitesh Marthak will relinquish his position as the Company Secretary and Compliance Officer (Key Managerial Personnel) of the company with effect from the closure of business hours on March 31, 2024, as he will be assuming another role within the group. Mr. Manish Mistry, will assume the role of Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company with effect from April 1, 2024. Mr. Manish Mistry is a Fellow Member of the Institute of Company Secretaries of India (ICSI), New Delhi, a Graduate in Commerce and Law from the M S University of Vadodara and Cost & Management Accountant (CMA). He possesses over 18 years of experience in areas of corporate laws compliances, secretarial and legal. Before joining Adani Group in 2022, he worked with various reputed corporates like Bell Ceramics, Alembic Group, Cadila Group, GACL etc. He has diversified experience of handling assignments like Mergers and Amalgamations (M&A), Corporate Restructuring, Acquisitions and Takeovers, Joint Ventures, Inspections and Investigations, due diligence and fund raising programs like FPOs, QIPs and debt securities etc.Price Target Changed • Feb 01Price target increased by 8.1% to ₹2,477Up from ₹2,291, the current price target is an average from 33 analysts. New target price is approximately in line with last closing price of ₹2,526. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹26.03 last year.Reported Earnings • Jan 26Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹28.63 (up from ₹6.03 in 3Q 2023). Revenue: ₹50.0b (up 9.2% from 3Q 2023). Net income: ₹5.38b (up 375% from 3Q 2023). Profit margin: 11% (up from 2.5% in 3Q 2023). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • Jan 17ACC Limited to Report Q3, 2024 Results on Jan 25, 2024ACC Limited announced that they will report Q3, 2024 results on Jan 25, 2024お知らせ • Jan 10ACC Limited (NSEI:ACC) acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion.ACC Limited (NSEI:ACC) acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024. The transaction is for an enterprise value of INR 7.8 million. After the completion of the transaction, Asian Concretes and Cements will become a wholly owned subsidiary of ACC Limited. The transaction will be funded from internal accruals. Asian Concretes reported a turnover of INR 3 billion on March 31, 2023. The transaction will close within 7 working days. The acquisition is value accretive given that it will balance Adani Cement’s clinker facilities in North India.ACC Limited (NSEI:ACC) completed the acquisition of 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024.お知らせ • Jan 09ACC Limited (NSEI:ACC) agreed to acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion.ACC Limited (NSEI:ACC) agreed to acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024. The transaction is for an enterprise value of INR 7.8 million. After the completion of the transaction, Asian Concretes and Cements will become a wholly owned subsidiary of ACC Limited. The transaction will be funded from internal accruals. Asian Concretes reported a turnover of INR 3 billion on March 31, 2023. The transaction will close within 7 working days. The acquisition is value accretive given that it will balance Adani Cement’s clinker facilities in North India.Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,185, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 35% over the past three years.Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: ₹20.66 (vs ₹4.65 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹20.66 (up from ₹4.65 loss in 2Q 2023). Revenue: ₹46.4b (up 14% from 2Q 2023). Net income: ₹3.88b (up ₹4.75b from 2Q 2023). Profit margin: 8.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 5 years, compared to a 6.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Oct 18ACC Limited to Report Q3, 2023 Results on Oct 26, 2023ACC Limited announced that they will report Q3, 2023 results on Oct 26, 2023お知らせ • Sep 06ACC Limited Announces Resignation of Ka Chowdary, Chief Projects Officer, Effective from 8th September, 2023ACC Limited informed that Mr. KA Chowdary, Chief Projects Officer has resigned from the services of the Company effective from the closing hours of 8th September, 2023, to pursue my passion and to align with his calling in a completely new sphere.お知らせ • Jul 28ACC Limited Announces Appointment of Hitesh L. Marthak as Company Secretary and Compliance Officer, Effective17th August, 2023ACC Limited announced based on recommendation of Nomination and Remuneration Committee, the Board approved the appointment of Mr. Hitesh L. Marthak as Company Secretary and Compliance officer with effect from 17th August, 2023. Mr. Hitesh has 25 years of rich and diversified experience in the areas of Strategic Company Secretarial, Stakeholder Engagement and People Management matters.お知らせ • Jul 25Adani Group's Ambuja-ACC, JK Lakshmi Reportedly Lead Race to Acquire Sanghi CementAdani group-owned Ambuja Cements Limited (BSE:500425)-ACC Limited (NSEI:ACC) and JK Lakshmi Cement Limited (BSE:500380) are ahead in the race to acquire Ahmedabad-based Sanghi Cements, Ltd. which is being sold for an estimated enterprise value of INR 60,000 million, people familiar with the matter said. The two frontrunners are expected to start due diligence on the company soon and, if it is satisfactory, place formal offers over the next two months, they said. Shree Cement Limited (NSEI:SHREECEM), Nirma Limited and Dalmia Bharat Limited (NSEI:DALBHARAT) had also submitted proposals to acquire a controlling stake in Sanghi Cement company, but are no longer in the running, the people said. Sanghi Cement is controlled by the family of Ravi Sanghi, promoters of Sanghi Industries. Sanghi Industries' shares hit a 52-week high of INR 93.35 on the BSE on July 24, 2023, giving the company a market capitalisation of around INR 24,000 million "No comments on market speculation," an Adani group spokesperson said in response to ET's queries. JK Lakshmi Cement and Sanghi Cement declined to comment. Dalmia and Nirma group also declined to comment. Shree Cement confirmed it has dropped out of the race to acquire Sanghi Cement. Ambuja-ACC, JK Lakshmi Cement and UltraTech are the top three cement players in Gujarat from where Sanghi Cement derives the bulk of its revenues. "It's a very strong strategic fit for Ambuja-ACC," a person briefed about discussions on the transaction remarked.お知らせ • Jul 24ACC Limited to Report Q1, 2024 Results on Jul 27, 2023ACC Limited announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Jul 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹26.03 (down from ₹90.35 in FY 2022). Revenue: ₹177.8b (up 9.2% from FY 2022). Net income: ₹4.89b (down 71% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 6 years, compared to a 5.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 30Upcoming dividend of ₹9.25 per share at 0.4% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 19 August 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).Reported Earnings • Apr 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹26.03 (down from ₹90.35 in FY 2022). Revenue: ₹180.7b (up 11% from FY 2022). Net income: ₹4.89b (down 71% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 4 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₹1,884, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,099 per share.お知らせ • Jan 22ACC Limited to Report Q3, 2023 Results on Jan 31, 2023ACC Limited announced that they will report Q3, 2023 results on Jan 31, 2023お知らせ • Jan 03ACC Limited Launches Revolutionary Cutting-Edge Green Concrete Solution ACC Ecomaxx in MumbaiACC Limited is all set to bring a new dimension to the building materials industry by launching `ACC ECOMaxX' in Mumbai and various other locations in the coming few days. It is an expert range of green concrete solution aimed towards building a sustainable future through conscious green construction. ACC ECOMaxX is the industry's broadest range of green concrete solutions, with 30% to100% lower embodied carbon content compared to a reference concrete designed with OPC. The products are developed using a Unique Green Ready Mix Technology that allows maximising green impact by reducing CO2 emissions by up to 100%. The innovative product range uses CO2 reduced binders and is manufactured with optimised mix design to enhance durability and finish. ACC ECOMaxX is a high performance, expert green concrete solution designed to contribute towards the sustainable construction needs of Contractors, Developers, Engineers and Architects and Individual Home Builders. There is a high demand for these products as India moves towards the new era of circular construction. The company has been a pioneer in this field by catalysing innovation and technology through this green concrete. ACC ECOMaxX offers a variety of products with lower embodied carbon content. Consumers have the option to select the level of environmental impact they wish to create from the broad spectrum of products: ACC ECOMaxX: Concrete with 30% to 50% lower embodied carbon content compared to standard OPC offering; ACC ECOMaxX PLUS: Technically more versatile product that offers substantially higher reduction than the general standards accessible in a given market, with a CO2 reduction level between 50% to70%; ACC ECOMaxX PRO: This product maximises the technical potential and pushes the boundaries of its technical know-how offering a top-tier product with a CO2 reduction of more than 70%; ACC ECOMaxX ZERO: This unique product offers a complete carbon-neutral concrete solution. The Mumbai Coastal Road Project, for instance, has maximised its green impact with ACC ECOMaxX by saving 3,447 tonnes of CO2 emissions compared to conventional concrete.お知らせ • Dec 04+ 1 more updateACC Limited Announces Management changesACC Limited at the board of directors meeting held on December 3, 2022 approved Mr. Sridhar Balakrishnan has resigned from the position of Whole- Time Director of the Company with effect from close of business hours of December 3, 2022 for pursuing his career outside the Organization. Mr. Ajay Kapur appointed as Non-Independent Director of the Company with effect from December 3, 2022. Mr. Kapur is an economics graduate from St. Xavier's University, Mumba and an MBA from K. J. Somaiya Institute of Management. He has also attended the Advanced Management Programme at The Wharton School of the University of Pennsylvania. Mr. Kapur has been actively involved in various industry forums including Cll, FICCI and ASSOCHAM. Mr. Ajay Kapur has 25+ years of experience in the cement and construction, power and heavy metals sector. He joined Ambuja Cement in 1993 as an Executive Assistant to the then Managing Director. He held various strategic positions over the last 2 decades and from 2014 to 2019, he served as the CEO and Managing Director of the Ambuja. Prior to joining the Adani Group in June 2022, Mr. Ajay Kapur was CEO Aluminium and Power and MD Commercial at Vedanta Ltd.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Whole-Time Director Sridhar Balakrishnan is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 05ACC Limited Announces Resignation of Rashmi Khandelwal as Company Secretary & Compliance Officer, Effective from November 15, 2022ACC Limited informed that Ms. Rashmi Khandelwal, Company Secretary & Compliance Officer and a Key Managerial Personnel has tendered her resignation to pursue other opportunities outside the Company and she shall be relieved from the services of the Company with effect from close of business hours as on November 15, 2022.Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Whole-Time Director Sridhar Balakrishnan is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 18Third quarter 2022 earnings released: ₹4.65 loss per share (vs ₹23.97 profit in 3Q 2021)Third quarter 2022 results: ₹4.65 loss per share (down from ₹23.97 profit in 3Q 2021). Revenue: ₹39.9b (up 6.4% from 3Q 2021). Net loss: ₹873.5m (down 119% from profit in 3Q 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 6 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Oct 11ACC Limited to Report Q2, 2023 Results on Oct 17, 2022ACC Limited announced that they will report Q2, 2023 results on Oct 17, 2022Board Change • Oct 02High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Non-Executive & Independent Director Shailesh Haribhakti is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Sep 17+ 1 more updateACC Limited Appoints Vinod Bahety as the Chief Financial OfficerACC Limited announced that the Board of Directors of the Company at its meeting held on September 16, 2022, have appointed Mr. Vinod Bahety as the Chief Financial Officer (`CFO') of the Company with effect from September 16, 2022 and is designated as Key Managerial Personnel ('KMP') of the Company. Mr. Vinod is a qualified CA & ICWA and brings in more than 19 years of experience in Banking & Finance domain with organizations like Yes Bank Ltd, ICICI Bank Ltd, & Grasim Industries Ltd. He was Business Head for wholesale book, Loan syndications and stress accounts resolution in Yes Bank. He was associated with Yes Bank since inception and for 14 years has been institutional in bringing immense value to the bank.お知らせ • Sep 01ACC Limited Announces Resignation of Yatin Malhotra as Chief Financial OfficerACC Limited announced that Mr. Yatin Malhotra has resigned from the position of Chief Financial Officer of the Company with effect from August 31, 2022.Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: ₹12.11 (vs ₹30.32 in 2Q 2021)Second quarter 2022 results: EPS: ₹12.11 (down from ₹30.32 in 2Q 2021). Revenue: ₹44.7b (up 15% from 2Q 2021). Net income: ₹2.27b (down 60% from 2Q 2021). Profit margin: 5.1% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.9%, compared to a 15% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 05ACC Limited to Report Q2, 2022 Results on Jul 14, 2022ACC Limited announced that they will report Q2, 2022 results on Jul 14, 2022お知らせ • Apr 22ACC Limited Approves Final Dividend for the Financial Year 2021ACC Limited at its annual general meeting held on April 21, 2022, approved payment of final dividend of INR 58/- per equity share for the financial year 2021.お知らせ • Apr 09ACC Limited to Report Q1, 2022 Results on Apr 19, 2022ACC Limited announced that they will report Q1, 2022 results on Apr 19, 2022Upcoming Dividend • Mar 28Upcoming dividend of ₹58.00 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 21 May 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.8%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).お知らせ • Feb 11ACC Limited Recommends Dividend for the Year Ended December 31, 2021 Payable on or After April 27, 2022ACC Limited recommended payment of dividend of INR 58 per Equity Share of INR 10 each (fully paid-up) for the financial year ended December 31, 2021 and the same shall be payable subject To Approve the Shareholders at the upcoming Annual General Meeting of the Company. The dividend, as recommended by the Board of Directors, if approved at the AGM will be paid on or after April 27, 2022. Record date for payment of dividend is April 05, 2022.Reported Earnings • Feb 10Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₹99.21 (up from ₹76.16 in FY 2020). Revenue: ₹163.6b (up 19% from FY 2020). Net income: ₹18.6b (up 30% from FY 2020). Profit margin: 11% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 8.8%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10ACC Limited, Annual General Meeting, Apr 21, 2022ACC Limited, Annual General Meeting, Apr 21, 2022.Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS ₹23.97 (vs ₹19.38 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹38.1b (up 7.8% from 3Q 2020). Net income: ₹4.50b (up 24% from 3Q 2020). Profit margin: 12% (up from 10% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS ₹30.32 (vs ₹14.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹38.8b (up 49% from 2Q 2020). Net income: ₹5.69b (up 110% from 2Q 2020). Profit margin: 15% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 20First quarter 2021 earnings released: EPS ₹29.96 (vs ₹17.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₹42.9b (up 23% from 1Q 2020). Net income: ₹5.63b (up 74% from 1Q 2020). Profit margin: 13% (up from 9.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Mar 23Upcoming dividend of ₹14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 07 May 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (0.9%).Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₹76.16 (vs ₹73.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₹137.9b (down 12% from FY 2019). Net income: ₹14.3b (up 3.8% from FY 2019). Profit margin: 10% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.Analyst Estimate Surprise Post Earnings • Mar 13Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 16%, compared to a 17% growth forecast for the Basic Materials industry in India.お知らせ • Feb 19ACC Limited Approves the Renewal of the Existing Master Supply Agreement with Ambuja Cements LimitedThe Audit Committee and the Board of Directors of ACC Limited has approved the renewal of the existing Master Supply Agreement (MSA) with Ambuja Cements Limited (ACL) for a period of 3 years effective May 02, 2021, on the same terms of the existing MSA Agreement. The MSA has also been approved by the Audit Committee and the Board of Directors of ACL.Is New 90 Day High Low • Feb 17New 90-day high: ₹1,820The company is up 8.0% from its price of ₹1,679 on 19 November 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹499 per share.Reported Earnings • Feb 12Full year 2020 earnings released: EPS ₹76.16 (vs ₹73.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₹140.0b (down 11% from FY 2019). Net income: ₹14.3b (up 3.8% from FY 2019). Profit margin: 10% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Feb 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 14%, compared to a 16% growth forecast for the Basic Materials industry in India.お知らせ • Feb 12ACC Limited, Annual General Meeting, Apr 07, 2021ACC Limited, Annual General Meeting, Apr 07, 2021, at 15:00 Indian Standard Time.お知らせ • Jan 22ACC Limited to Report Q4, 2020 Results on Feb 11, 2021ACC Limited announced that they will report Q4, 2020 results on Feb 11, 2021Is New 90 Day High Low • Jan 08New 90-day high: ₹1,761The company is up 17% from its price of ₹1,506 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹728 per share.Is New 90 Day High Low • Nov 23New 90-day high: ₹1,724The company is up 23% from its price of ₹1,401 on 25 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹644 per share.お知らせ • Nov 20N.G. Ghadiya Buildcon Private Limited entered into a share purchase agreement to acquire National Lime Stone Company Private Limited from ACC Limited (NSEI:ACC) for INR 200 million.N.G. Ghadiya Buildcon Private Limited entered into a share purchase agreement to acquire National Lime Stone Company Private Limited from ACC Limited (NSEI:ACC) for INR 200 million on November 18, 2020. The transaction is subject to satisfactory completion of the conditions precedent by the parties and in accordance with the other provisions of share purchase agreement and other definitive agreements. National Lime Stone Company Private Limited reported revenue of INR 0 and net worth of INR (3.838868) million for the year ending December 31, 2019. The transaction is expected to close in the next four weeks from signing of the share purchase agreement.Is New 90 Day High Low • Oct 27New 90-day high: ₹1,687The company is up 20% from its price of ₹1,410 on 29 July 2020. The Indian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹562 per share.Analyst Estimate Surprise Post Earnings • Oct 21Third-quarter earnings released: Revenue beats expectations, earnings disappointThird-quarter revenue exceeded analyst estimates by 3.4% at ₹35.4b. Earnings per share (EPS) missed analyst estimates by 3.4% at ₹19.33. Revenue is forecast to grow 14% over the next year, compared to a 6.5% growth forecast for the Basic Materials industry in India.Reported Earnings • Oct 21Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₹12.3b, down 33% from the prior year. Total revenue was ₹135.9b over the last 12 months, down 12% from the prior year.お知らせ • Oct 20ACC Limited Appoints Mr. M.R. Kumar as an Additional DirectorACC Limited announced that its directors has approved the appointment of Mr. M.R. Kumar as an Additional Director on the Board of the Company with effect from October 19, 2020. Mr. Kumar is not related to any of the Directors of the Company. Mr. Kumar has affirmed that he is not debarred from holding office of Director by virtue of any order of Securities and Exchange Board of India or any other such authority.Price Target Changed • Oct 20Price target raised to ₹1,679Up from ₹1,550, the current price target is an average from 11 analysts. The new target price is 7.4% above the current share price of ₹1,563. As of last close, the stock is up 1.8% over the past year.業績と収益の成長予測BSE:500410 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029295,34522,74811,19533,02183/31/2028292,23521,1959,36629,350143/31/2027274,99718,9208,10832,311143/31/2026257,61721,371-27,912-13,640N/A12/31/2025237,99426,499N/AN/AN/A9/30/2025229,74533,374-21,365-1,298N/A6/30/2025216,77224,178N/AN/AN/A3/31/2025209,46724,021-2,57017,115N/A12/31/2024211,04525,959N/AN/AN/A9/30/2024200,91520,418-46214,737N/A6/30/2024199,12722,316N/AN/AN/A3/31/2024196,81023,34916,00329,951N/A12/31/2023193,41116,272N/AN/AN/A9/30/2023189,63712,027-10,5194,262N/A6/30/2023185,1637,275N/AN/AN/A3/31/2023177,8364,888-26,718-9,881N/A12/31/2022174,1936,494-36,094-16,721N/A9/30/2022171,0818,171N/AN/AN/A6/30/2022168,69713,546-2,59416,574N/A3/31/2022162,86216,967N/AN/AN/A12/31/2021161,51718,63016,60128,355N/A9/30/2021160,70620,546N/AN/AN/A6/30/2021158,58919,68311,66920,824N/A3/31/2021145,76216,698N/AN/AN/A12/31/2020137,86014,30214,70722,192N/A9/30/2020137,01612,310N/AN/AN/A6/30/2020136,92611,69718,77923,999N/A3/31/2020152,40213,544N/AN/AN/A12/31/2019156,57613,774N/A22,547N/A9/30/2019154,92818,365N/AN/AN/A6/30/2019153,97717,431N/A16,556N/A3/31/2019150,96116,161N/AN/AN/A12/31/2018148,01615,205N/A11,175N/A9/30/2018144,0039,938N/AN/AN/A6/30/2018141,3079,662N/AN/AN/A3/31/2018137,3579,637N/AN/AN/A12/31/2017132,8519,244N/A15,545N/A9/30/2017126,1907,557N/AN/AN/A6/30/2017119,7896,639N/AN/AN/A3/31/2017114,0565,837N/AN/AN/A12/31/2016109,8976,583N/A13,895N/A9/30/2016114,8496,504N/AN/AN/A6/30/2016117,4936,837N/AN/AN/A3/31/2016118,4745,780N/AN/AN/A12/31/2015117,9725,876N/A14,566N/A9/30/2015116,0748,114N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 500410の予測収益成長率 (年間2.2% ) は 貯蓄率 ( 6.9% ) を下回っています。収益対市場: 500410の収益 ( 2.2% ) Indian市場 ( 16.3% ) よりも低い成長が予測されています。高成長収益: 500410の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 500410の収益 ( 4.9% ) Indian市場 ( 11.1% ) よりも低い成長が予測されています。高い収益成長: 500410の収益 ( 4.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 500410の 自己資本利益率 は、3年後には低くなると予測されています ( 9 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/15 12:51終値2026/07/15 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋ACC Limited 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。64 アナリスト機関Amit Srivastava360 ONE Capital Market Private LimitedSatyadeep JainAmbit Capitalnull nullAnand Rathi Shares and Stock Brokers Limited61 その他のアナリストを表示
Price Target Changed • Jun 05Price target decreased by 7.3% to ₹1,730Down from ₹1,865, the current price target is an average from 30 analysts. New target price is 30% above last closing price of ₹1,330. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₹99.40 for next year compared to ₹114 last year.
Price Target Changed • Jan 30Price target decreased by 7.6% to ₹2,392Down from ₹2,589, the current price target is an average from 35 analysts. New target price is 20% above last closing price of ₹1,994. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹93.17 for next year compared to ₹124 last year.
Price Target Changed • Feb 01Price target increased by 8.1% to ₹2,477Up from ₹2,291, the current price target is an average from 33 analysts. New target price is approximately in line with last closing price of ₹2,526. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹26.03 last year.
Price Target Changed • Oct 20Price target raised to ₹1,679Up from ₹1,550, the current price target is an average from 11 analysts. The new target price is 7.4% above the current share price of ₹1,563. As of last close, the stock is up 1.8% over the past year.
Price Target Changed • Jun 05Price target decreased by 7.3% to ₹1,730Down from ₹1,865, the current price target is an average from 30 analysts. New target price is 30% above last closing price of ₹1,330. Stock is down 30% over the past year. The company is forecast to post earnings per share of ₹99.40 for next year compared to ₹114 last year.
Upcoming Dividend • Jun 05Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 26 July 2026. Payout ratio is a comfortable 5.9% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.6%).
Reported Earnings • May 05Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: ₹114 (down from ₹128 in FY 2025). Revenue: ₹263.6b (up 21% from FY 2025). Net income: ₹21.4b (down 11% from FY 2025). Profit margin: 8.1% (down from 11% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.5%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 04ACC Limited, Annual General Meeting, Jun 26, 2026ACC Limited, Annual General Meeting, Jun 26, 2026, at 10:00 Indian Standard Time.
Declared Dividend • May 02Dividend of ₹7.50 announcedDividend of ₹7.50 is the same as last year. Ex-date: 12th June 2026 Payment date: 26th July 2026 Dividend yield will be 0.5%, which is higher than the industry average of 0.4%. Sustainability & Growth Dividend is covered by earnings (6% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to decline by 11% over the next 3 years. However, it would need to fall by 93% to increase the payout ratio to a potentially unsustainable range.
お知らせ • May 01ACC Limited announces Annual dividend, payable on July 26, 2026ACC Limited announced Annual dividend of INR 7.5000 per share payable on July 26, 2026, ex-date on June 12, 2026 and record date on June 12, 2026.
お知らせ • Apr 14ACC Limited to Report Q4, 2026 Results on Apr 30, 2026ACC Limited announced that they will report Q4, 2026 results on Apr 30, 2026
Reported Earnings • Jan 29Third quarter 2026 earnings released: EPS: ₹21.52 (vs ₹58.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹21.52 (down from ₹58.14 in 3Q 2025). Revenue: ₹65.4b (up 10% from 3Q 2025). Net income: ₹4.04b (down 63% from 3Q 2025). Profit margin: 6.2% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jan 10ACC Limited to Report Q3, 2026 Results on Jan 28, 2026ACC Limited announced that they will report Q3, 2026 results on Jan 28, 2026
お知らせ • Nov 22+ 1 more updateACC Limited Announces Chief Financial Officer ChangesACC Limited at its board meeting held on November 21, 2025, announced Mr. Rakesh Tiwary, Chief Financial Officer will relinquish his position as Chief Financial Officer of the Company, which shall be effective from closure of the business hours on November 21, 2025, pursuant to the ongoing leadership development process across the Adani Group, Mr. Rakesh Tiwary will be assuming a new role within the Adani portfolio of companies. Mr. Rohit Soni, who served as Chief Financial Officer of Adani New Industries Limited (ANIL), will assume the role of Chief Financial Officer of the Company, effective from November 22, 2025. Mr. Rohit Soni is a distinguished finance leader and Chartered Accountant, as well as an alumnus of Harvard Business School's General Management Program. He served as Chief Financial Officer (CFO) at Adani New Industries Limited (ANIL) since March 2024, where he led financial strategy for green hydrogen and renewable energy initiatives. Previously, he held the position of CFO at Adani Energy Solutions Limited (AESL) from September 2021 to March 2024, successfully raising equity funds and managing finances for over 60 subsidiaries supporting large-scale infrastructure projects. He has also held several leadership positions with the Vedanta Group, including serving as Chief Procurement Officer and also as CFO for various Vedanta Companies. His leadership excellence has been recognized with the ET Great Manager (Senior Leader) award by Economic Times and TAPMI in November 2019.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 11% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 11% per year for the foreseeable future. High level of non-cash earnings (32% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: ₹59.60 (vs ₹10.55 in 2Q 2025)Second quarter 2026 results: EPS: ₹59.60 (up from ₹10.55 in 2Q 2025). Revenue: ₹61.6b (up 33% from 2Q 2025). Net income: ₹11.2b (up 461% from 2Q 2025). Profit margin: 18% (up from 4.3% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Oct 16ACC Limited to Report First Half, 2026 Results on Oct 31, 2025ACC Limited announced that they will report first half, 2026 results on Oct 31, 2025
Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹19.99 (up from ₹19.24 in 1Q 2025). Revenue: ₹60.9b (up 18% from 1Q 2025). Net income: ₹3.75b (up 3.9% from 1Q 2025). Profit margin: 6.2% (down from 7.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.2%. Earnings per share (EPS) missed analyst estimates by 25%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, while revenues in the Basic Materials industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Jul 14ACC Limited to Report Q1, 2026 Results on Jul 24, 2025ACC Limited announced that they will report Q1, 2026 results at 12:08 PM, Indian Standard Time on Jul 24, 2025
Upcoming Dividend • Jun 06Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 13 June 2025. Payment date: 26 July 2025. Payout ratio is a comfortable 5.9% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). In line with average of industry peers (0.5%).
New Risk • May 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Declared Dividend • Apr 26Dividend of ₹7.50 announcedDividend of ₹7.50 is the same as last year. Ex-date: 13th June 2025 Payment date: 26th July 2025 Dividend yield will be 0.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (6% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 2.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25Full year 2025 earnings released: EPS: ₹128 (vs ₹124 in FY 2024)Full year 2025 results: EPS: ₹128 (up from ₹124 in FY 2024). Revenue: ₹217.6b (up 9.0% from FY 2024). Net income: ₹24.0b (up 2.8% from FY 2024). Profit margin: 11% (in line with FY 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Apr 24+ 1 more updateACC Limited, Annual General Meeting, Jun 26, 2025ACC Limited, Annual General Meeting, Jun 26, 2025, at 10:00 Indian Standard Time.
お知らせ • Apr 18ACC Limited to Report Q4, 2025 Results on Apr 24, 2025ACC Limited announced that they will report Q4, 2025 results at 4:00 PM, Indian Standard Time on Apr 24, 2025
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.9% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.9% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Price Target Changed • Jan 30Price target decreased by 7.6% to ₹2,392Down from ₹2,589, the current price target is an average from 35 analysts. New target price is 20% above last closing price of ₹1,994. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹93.17 for next year compared to ₹124 last year.
Reported Earnings • Jan 28Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: ₹58.14 (up from ₹28.63 in 3Q 2024). Revenue: ₹58.6b (up 19% from 3Q 2024). Net income: ₹10.9b (up 103% from 3Q 2024). Profit margin: 19% (up from 11% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates significantly. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Jan 27ACC Limited Approves Executive ChangesACC Limited announced that at its board meeting held on 27 January 2025, approved the following: Mr. Manish Mistry will relinquish his position as the company secretary and compliance officer (Key Managerial Personnel) of the company with effect from the closure of business hours on January 31, 2025; Mr. Bhavik Parikh will assume the role of Company Secretary and Compliance Officer (Key Managerial Personnel) of the company with effect from February 1, 2025. Mr. Bhavik Parikh is Associate Member (ACS) of The Institute of Company Secretaries of India (ICSI), New Delhi, a Graduate in Commerce from the Gujarat University. He possesses 10+ years of experience in areas of corporate laws compliances and secretarial practices. Before joining Adani Group in 2023, he has worked as an Asst. Company Secretary in Sanghi Industries Limited. He has also worked with the leading Practicing Company Secretary firm in Ahmedabad and handled the assignments like buy-backs, mergers and amalgamations (M&A), corporate restructuring activities, due diligence etc.
Buy Or Sell Opportunity • Jan 27Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to ₹1,997. The fair value is estimated to be ₹2,566, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • Jan 09Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹1,974. The fair value is estimated to be ₹2,485, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 15% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
Buy Or Sell Opportunity • Dec 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹2,116. The fair value is estimated to be ₹2,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Buy Or Sell Opportunity • Nov 21Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₹2,026. The fair value is estimated to be ₹2,638, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 9.0%. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Reported Earnings • Oct 25Second quarter 2025 earnings released: EPS: ₹10.55 (vs ₹20.66 in 2Q 2024)Second quarter 2025 results: EPS: ₹10.55 (down from ₹20.66 in 2Q 2024). Revenue: ₹46.1b (up 4.0% from 2Q 2024). Net income: ₹2.00b (down 49% from 2Q 2024). Profit margin: 4.3% (down from 8.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 4.3% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Oct 18Now 20% overvaluedOver the last 90 days, the stock has fallen 13% to ₹2,286. The fair value is estimated to be ₹1,904, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 16% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
お知らせ • Oct 15ACC Limited to Report Q2, 2025 Results on Oct 24, 2024ACC Limited announced that they will report Q2, 2025 results on Oct 24, 2024
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: ₹19.24 (vs ₹24.82 in 1Q 2024)First quarter 2025 results: EPS: ₹19.24 (down from ₹24.82 in 1Q 2024). Revenue: ₹51.5b (flat on 1Q 2024). Net income: ₹3.61b (down 23% from 1Q 2024). Profit margin: 7.0% (down from 9.0% in 1Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 6.0% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Jul 16ACC Limited to Report Q2, 2024 Results on Jul 29, 2024ACC Limited announced that they will report Q2, 2024 results on Jul 29, 2024
Upcoming Dividend • Jun 07Upcoming dividend of ₹7.50 per shareEligible shareholders must have bought the stock before 14 June 2024. Payment date: 26 July 2024. Payout ratio is a comfortable 6.0% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.5%).
Reported Earnings • Jun 01Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹124 (up from ₹26.03 in FY 2023). Revenue: ₹199.6b (up 12% from FY 2023). Net income: ₹23.4b (up 378% from FY 2023). Profit margin: 12% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 23%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 6.8% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Apr 28ACC Limited, Annual General Meeting, Jun 26, 2024ACC Limited, Annual General Meeting, Jun 26, 2024, at 10:00 Indian Standard Time.
Reported Earnings • Apr 27Full year 2024 earnings released: EPS: ₹124 (vs ₹26.03 in FY 2023)Full year 2024 results: EPS: ₹124 (up from ₹26.03 in FY 2023). Revenue: ₹199.6b (up 12% from FY 2023). Net income: ₹23.4b (up 378% from FY 2023). Profit margin: 12% (up from 2.7% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Apr 26ACC Limited Recommends Dividend for the Financial Year 2023-2024, Payable on or After 1 July 2024ACC Limited announced that at the board meeting held on 25 April 2024 recommended Dividend of INR 7.50 per Equity Share of face value of INR 10 each fully paid-up for the Financial Year 2023-24, subject to approval of shareholders of the Company. Pursuant to the Regulation 42 of SEBI Listing Regulations, it is hereby informed that the Company has fixed 14 June 2024 as `Record Date' for the purpose of determining entitlement of the members of the Company to receive Dividend of INR 7.50 per Equity Share having face value of INR 10/- each fully paid-up for the financial year 2023-24. The said Dividend, if declared by the shareholders at the up coming AGM, shall be paid on or after 1 July 2024, subject to deduction of tax at source as applicable.
お知らせ • Apr 21ACC Limited to Report Q4, 2024 Results on Apr 25, 2024ACC Limited announced that they will report Q4, 2024 results on Apr 25, 2024
お知らせ • Mar 28ACC Limited Announces Executive ChangesACC Limited announced that at its board meeting held on March 28, 2024, the board approved that Mr. Hitesh Marthak will relinquish his position as the Company Secretary and Compliance Officer (Key Managerial Personnel) of the company with effect from the closure of business hours on March 31, 2024, as he will be assuming another role within the group. Mr. Manish Mistry, will assume the role of Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company with effect from April 1, 2024. Mr. Manish Mistry is a Fellow Member of the Institute of Company Secretaries of India (ICSI), New Delhi, a Graduate in Commerce and Law from the M S University of Vadodara and Cost & Management Accountant (CMA). He possesses over 18 years of experience in areas of corporate laws compliances, secretarial and legal. Before joining Adani Group in 2022, he worked with various reputed corporates like Bell Ceramics, Alembic Group, Cadila Group, GACL etc. He has diversified experience of handling assignments like Mergers and Amalgamations (M&A), Corporate Restructuring, Acquisitions and Takeovers, Joint Ventures, Inspections and Investigations, due diligence and fund raising programs like FPOs, QIPs and debt securities etc.
Price Target Changed • Feb 01Price target increased by 8.1% to ₹2,477Up from ₹2,291, the current price target is an average from 33 analysts. New target price is approximately in line with last closing price of ₹2,526. Stock is up 37% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹26.03 last year.
Reported Earnings • Jan 26Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹28.63 (up from ₹6.03 in 3Q 2023). Revenue: ₹50.0b (up 9.2% from 3Q 2023). Net income: ₹5.38b (up 375% from 3Q 2023). Profit margin: 11% (up from 2.5% in 3Q 2023). Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Jan 17ACC Limited to Report Q3, 2024 Results on Jan 25, 2024ACC Limited announced that they will report Q3, 2024 results on Jan 25, 2024
お知らせ • Jan 10ACC Limited (NSEI:ACC) acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion.ACC Limited (NSEI:ACC) acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024. The transaction is for an enterprise value of INR 7.8 million. After the completion of the transaction, Asian Concretes and Cements will become a wholly owned subsidiary of ACC Limited. The transaction will be funded from internal accruals. Asian Concretes reported a turnover of INR 3 billion on March 31, 2023. The transaction will close within 7 working days. The acquisition is value accretive given that it will balance Adani Cement’s clinker facilities in North India.ACC Limited (NSEI:ACC) completed the acquisition of 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024.
お知らせ • Jan 09ACC Limited (NSEI:ACC) agreed to acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion.ACC Limited (NSEI:ACC) agreed to acquire 55% stake in Asian Concretes and Cements Pvt. Ltd for INR 4.3 billion on January 8, 2024. The transaction is for an enterprise value of INR 7.8 million. After the completion of the transaction, Asian Concretes and Cements will become a wholly owned subsidiary of ACC Limited. The transaction will be funded from internal accruals. Asian Concretes reported a turnover of INR 3 billion on March 31, 2023. The transaction will close within 7 working days. The acquisition is value accretive given that it will balance Adani Cement’s clinker facilities in North India.
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹2,185, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 35% over the past three years.
Reported Earnings • Oct 28Second quarter 2024 earnings released: EPS: ₹20.66 (vs ₹4.65 loss in 2Q 2023)Second quarter 2024 results: EPS: ₹20.66 (up from ₹4.65 loss in 2Q 2023). Revenue: ₹46.4b (up 14% from 2Q 2023). Net income: ₹3.88b (up ₹4.75b from 2Q 2023). Profit margin: 8.4% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 5 years, compared to a 6.1% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Oct 18ACC Limited to Report Q3, 2023 Results on Oct 26, 2023ACC Limited announced that they will report Q3, 2023 results on Oct 26, 2023
お知らせ • Sep 06ACC Limited Announces Resignation of Ka Chowdary, Chief Projects Officer, Effective from 8th September, 2023ACC Limited informed that Mr. KA Chowdary, Chief Projects Officer has resigned from the services of the Company effective from the closing hours of 8th September, 2023, to pursue my passion and to align with his calling in a completely new sphere.
お知らせ • Jul 28ACC Limited Announces Appointment of Hitesh L. Marthak as Company Secretary and Compliance Officer, Effective17th August, 2023ACC Limited announced based on recommendation of Nomination and Remuneration Committee, the Board approved the appointment of Mr. Hitesh L. Marthak as Company Secretary and Compliance officer with effect from 17th August, 2023. Mr. Hitesh has 25 years of rich and diversified experience in the areas of Strategic Company Secretarial, Stakeholder Engagement and People Management matters.
お知らせ • Jul 25Adani Group's Ambuja-ACC, JK Lakshmi Reportedly Lead Race to Acquire Sanghi CementAdani group-owned Ambuja Cements Limited (BSE:500425)-ACC Limited (NSEI:ACC) and JK Lakshmi Cement Limited (BSE:500380) are ahead in the race to acquire Ahmedabad-based Sanghi Cements, Ltd. which is being sold for an estimated enterprise value of INR 60,000 million, people familiar with the matter said. The two frontrunners are expected to start due diligence on the company soon and, if it is satisfactory, place formal offers over the next two months, they said. Shree Cement Limited (NSEI:SHREECEM), Nirma Limited and Dalmia Bharat Limited (NSEI:DALBHARAT) had also submitted proposals to acquire a controlling stake in Sanghi Cement company, but are no longer in the running, the people said. Sanghi Cement is controlled by the family of Ravi Sanghi, promoters of Sanghi Industries. Sanghi Industries' shares hit a 52-week high of INR 93.35 on the BSE on July 24, 2023, giving the company a market capitalisation of around INR 24,000 million "No comments on market speculation," an Adani group spokesperson said in response to ET's queries. JK Lakshmi Cement and Sanghi Cement declined to comment. Dalmia and Nirma group also declined to comment. Shree Cement confirmed it has dropped out of the race to acquire Sanghi Cement. Ambuja-ACC, JK Lakshmi Cement and UltraTech are the top three cement players in Gujarat from where Sanghi Cement derives the bulk of its revenues. "It's a very strong strategic fit for Ambuja-ACC," a person briefed about discussions on the transaction remarked.
お知らせ • Jul 24ACC Limited to Report Q1, 2024 Results on Jul 27, 2023ACC Limited announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Jul 01Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹26.03 (down from ₹90.35 in FY 2022). Revenue: ₹177.8b (up 9.2% from FY 2022). Net income: ₹4.89b (down 71% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.3% p.a. on average during the next 6 years, compared to a 5.6% decline forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 30Upcoming dividend of ₹9.25 per share at 0.4% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 19 August 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.5%).
Reported Earnings • Apr 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹26.03 (down from ₹90.35 in FY 2022). Revenue: ₹180.7b (up 11% from FY 2022). Net income: ₹4.89b (down 71% from FY 2022). Profit margin: 2.7% (down from 10% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 4 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₹1,884, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 28x in the Basic Materials industry in India. Total returns to shareholders of 31% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹1,099 per share.
お知らせ • Jan 22ACC Limited to Report Q3, 2023 Results on Jan 31, 2023ACC Limited announced that they will report Q3, 2023 results on Jan 31, 2023
お知らせ • Jan 03ACC Limited Launches Revolutionary Cutting-Edge Green Concrete Solution ACC Ecomaxx in MumbaiACC Limited is all set to bring a new dimension to the building materials industry by launching `ACC ECOMaxX' in Mumbai and various other locations in the coming few days. It is an expert range of green concrete solution aimed towards building a sustainable future through conscious green construction. ACC ECOMaxX is the industry's broadest range of green concrete solutions, with 30% to100% lower embodied carbon content compared to a reference concrete designed with OPC. The products are developed using a Unique Green Ready Mix Technology that allows maximising green impact by reducing CO2 emissions by up to 100%. The innovative product range uses CO2 reduced binders and is manufactured with optimised mix design to enhance durability and finish. ACC ECOMaxX is a high performance, expert green concrete solution designed to contribute towards the sustainable construction needs of Contractors, Developers, Engineers and Architects and Individual Home Builders. There is a high demand for these products as India moves towards the new era of circular construction. The company has been a pioneer in this field by catalysing innovation and technology through this green concrete. ACC ECOMaxX offers a variety of products with lower embodied carbon content. Consumers have the option to select the level of environmental impact they wish to create from the broad spectrum of products: ACC ECOMaxX: Concrete with 30% to 50% lower embodied carbon content compared to standard OPC offering; ACC ECOMaxX PLUS: Technically more versatile product that offers substantially higher reduction than the general standards accessible in a given market, with a CO2 reduction level between 50% to70%; ACC ECOMaxX PRO: This product maximises the technical potential and pushes the boundaries of its technical know-how offering a top-tier product with a CO2 reduction of more than 70%; ACC ECOMaxX ZERO: This unique product offers a complete carbon-neutral concrete solution. The Mumbai Coastal Road Project, for instance, has maximised its green impact with ACC ECOMaxX by saving 3,447 tonnes of CO2 emissions compared to conventional concrete.
お知らせ • Dec 04+ 1 more updateACC Limited Announces Management changesACC Limited at the board of directors meeting held on December 3, 2022 approved Mr. Sridhar Balakrishnan has resigned from the position of Whole- Time Director of the Company with effect from close of business hours of December 3, 2022 for pursuing his career outside the Organization. Mr. Ajay Kapur appointed as Non-Independent Director of the Company with effect from December 3, 2022. Mr. Kapur is an economics graduate from St. Xavier's University, Mumba and an MBA from K. J. Somaiya Institute of Management. He has also attended the Advanced Management Programme at The Wharton School of the University of Pennsylvania. Mr. Kapur has been actively involved in various industry forums including Cll, FICCI and ASSOCHAM. Mr. Ajay Kapur has 25+ years of experience in the cement and construction, power and heavy metals sector. He joined Ambuja Cement in 1993 as an Executive Assistant to the then Managing Director. He held various strategic positions over the last 2 decades and from 2014 to 2019, he served as the CEO and Managing Director of the Ambuja. Prior to joining the Adani Group in June 2022, Mr. Ajay Kapur was CEO Aluminium and Power and MD Commercial at Vedanta Ltd.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Whole-Time Director Sridhar Balakrishnan is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 05ACC Limited Announces Resignation of Rashmi Khandelwal as Company Secretary & Compliance Officer, Effective from November 15, 2022ACC Limited informed that Ms. Rashmi Khandelwal, Company Secretary & Compliance Officer and a Key Managerial Personnel has tendered her resignation to pursue other opportunities outside the Company and she shall be relieved from the services of the Company with effect from close of business hours as on November 15, 2022.
Board Change • Nov 01High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. CEO & Whole-Time Director Sridhar Balakrishnan is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 18Third quarter 2022 earnings released: ₹4.65 loss per share (vs ₹23.97 profit in 3Q 2021)Third quarter 2022 results: ₹4.65 loss per share (down from ₹23.97 profit in 3Q 2021). Revenue: ₹39.9b (up 6.4% from 3Q 2021). Net loss: ₹873.5m (down 119% from profit in 3Q 2021). Revenue is forecast to grow 7.2% p.a. on average during the next 6 years, compared to a 10% growth forecast for the Basic Materials industry in India. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Oct 11ACC Limited to Report Q2, 2023 Results on Oct 17, 2022ACC Limited announced that they will report Q2, 2023 results on Oct 17, 2022
Board Change • Oct 02High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. 2 highly experienced directors. Non-Executive & Independent Director Shailesh Haribhakti is the most experienced director on the board, commencing their role in 2006. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Sep 17+ 1 more updateACC Limited Appoints Vinod Bahety as the Chief Financial OfficerACC Limited announced that the Board of Directors of the Company at its meeting held on September 16, 2022, have appointed Mr. Vinod Bahety as the Chief Financial Officer (`CFO') of the Company with effect from September 16, 2022 and is designated as Key Managerial Personnel ('KMP') of the Company. Mr. Vinod is a qualified CA & ICWA and brings in more than 19 years of experience in Banking & Finance domain with organizations like Yes Bank Ltd, ICICI Bank Ltd, & Grasim Industries Ltd. He was Business Head for wholesale book, Loan syndications and stress accounts resolution in Yes Bank. He was associated with Yes Bank since inception and for 14 years has been institutional in bringing immense value to the bank.
お知らせ • Sep 01ACC Limited Announces Resignation of Yatin Malhotra as Chief Financial OfficerACC Limited announced that Mr. Yatin Malhotra has resigned from the position of Chief Financial Officer of the Company with effect from August 31, 2022.
Reported Earnings • Jul 15Second quarter 2022 earnings released: EPS: ₹12.11 (vs ₹30.32 in 2Q 2021)Second quarter 2022 results: EPS: ₹12.11 (down from ₹30.32 in 2Q 2021). Revenue: ₹44.7b (up 15% from 2Q 2021). Net income: ₹2.27b (down 60% from 2Q 2021). Profit margin: 5.1% (down from 15% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 9.9%, compared to a 15% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 05ACC Limited to Report Q2, 2022 Results on Jul 14, 2022ACC Limited announced that they will report Q2, 2022 results on Jul 14, 2022
お知らせ • Apr 22ACC Limited Approves Final Dividend for the Financial Year 2021ACC Limited at its annual general meeting held on April 21, 2022, approved payment of final dividend of INR 58/- per equity share for the financial year 2021.
お知らせ • Apr 09ACC Limited to Report Q1, 2022 Results on Apr 19, 2022ACC Limited announced that they will report Q1, 2022 results on Apr 19, 2022
Upcoming Dividend • Mar 28Upcoming dividend of ₹58.00 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 21 May 2022. Payout ratio is a comfortable 58% and this is well supported by cash flows. Trailing yield: 2.8%. Within top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.9%).
お知らせ • Feb 11ACC Limited Recommends Dividend for the Year Ended December 31, 2021 Payable on or After April 27, 2022ACC Limited recommended payment of dividend of INR 58 per Equity Share of INR 10 each (fully paid-up) for the financial year ended December 31, 2021 and the same shall be payable subject To Approve the Shareholders at the upcoming Annual General Meeting of the Company. The dividend, as recommended by the Board of Directors, if approved at the AGM will be paid on or after April 27, 2022. Record date for payment of dividend is April 05, 2022.
Reported Earnings • Feb 10Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: EPS: ₹99.21 (up from ₹76.16 in FY 2020). Revenue: ₹163.6b (up 19% from FY 2020). Net income: ₹18.6b (up 30% from FY 2020). Profit margin: 11% (up from 10% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.2%. Over the next year, revenue is forecast to grow 8.8%, compared to a 13% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10ACC Limited, Annual General Meeting, Apr 21, 2022ACC Limited, Annual General Meeting, Apr 21, 2022.
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS ₹23.97 (vs ₹19.38 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹38.1b (up 7.8% from 3Q 2020). Net income: ₹4.50b (up 24% from 3Q 2020). Profit margin: 12% (up from 10% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS ₹30.32 (vs ₹14.43 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹38.8b (up 49% from 2Q 2020). Net income: ₹5.69b (up 110% from 2Q 2020). Profit margin: 15% (up from 10% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 20First quarter 2021 earnings released: EPS ₹29.96 (vs ₹17.20 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₹42.9b (up 23% from 1Q 2020). Net income: ₹5.63b (up 74% from 1Q 2020). Profit margin: 13% (up from 9.2% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Mar 23Upcoming dividend of ₹14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 07 May 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.8%). In line with average of industry peers (0.9%).
Reported Earnings • Mar 13Full year 2020 earnings released: EPS ₹76.16 (vs ₹73.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₹137.9b (down 12% from FY 2019). Net income: ₹14.3b (up 3.8% from FY 2019). Profit margin: 10% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 5% per year.
Analyst Estimate Surprise Post Earnings • Mar 13Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 16%, compared to a 17% growth forecast for the Basic Materials industry in India.
お知らせ • Feb 19ACC Limited Approves the Renewal of the Existing Master Supply Agreement with Ambuja Cements LimitedThe Audit Committee and the Board of Directors of ACC Limited has approved the renewal of the existing Master Supply Agreement (MSA) with Ambuja Cements Limited (ACL) for a period of 3 years effective May 02, 2021, on the same terms of the existing MSA Agreement. The MSA has also been approved by the Audit Committee and the Board of Directors of ACL.
Is New 90 Day High Low • Feb 17New 90-day high: ₹1,820The company is up 8.0% from its price of ₹1,679 on 19 November 2020. The Indian market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹499 per share.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS ₹76.16 (vs ₹73.35 in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₹140.0b (down 11% from FY 2019). Net income: ₹14.3b (up 3.8% from FY 2019). Profit margin: 10% (up from 8.8% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 12Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 0.2%. Earnings per share (EPS) exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 14%, compared to a 16% growth forecast for the Basic Materials industry in India.
お知らせ • Feb 12ACC Limited, Annual General Meeting, Apr 07, 2021ACC Limited, Annual General Meeting, Apr 07, 2021, at 15:00 Indian Standard Time.
お知らせ • Jan 22ACC Limited to Report Q4, 2020 Results on Feb 11, 2021ACC Limited announced that they will report Q4, 2020 results on Feb 11, 2021
Is New 90 Day High Low • Jan 08New 90-day high: ₹1,761The company is up 17% from its price of ₹1,506 on 09 October 2020. The Indian market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹728 per share.
Is New 90 Day High Low • Nov 23New 90-day high: ₹1,724The company is up 23% from its price of ₹1,401 on 25 August 2020. The Indian market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹644 per share.
お知らせ • Nov 20N.G. Ghadiya Buildcon Private Limited entered into a share purchase agreement to acquire National Lime Stone Company Private Limited from ACC Limited (NSEI:ACC) for INR 200 million.N.G. Ghadiya Buildcon Private Limited entered into a share purchase agreement to acquire National Lime Stone Company Private Limited from ACC Limited (NSEI:ACC) for INR 200 million on November 18, 2020. The transaction is subject to satisfactory completion of the conditions precedent by the parties and in accordance with the other provisions of share purchase agreement and other definitive agreements. National Lime Stone Company Private Limited reported revenue of INR 0 and net worth of INR (3.838868) million for the year ending December 31, 2019. The transaction is expected to close in the next four weeks from signing of the share purchase agreement.
Is New 90 Day High Low • Oct 27New 90-day high: ₹1,687The company is up 20% from its price of ₹1,410 on 29 July 2020. The Indian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹562 per share.
Analyst Estimate Surprise Post Earnings • Oct 21Third-quarter earnings released: Revenue beats expectations, earnings disappointThird-quarter revenue exceeded analyst estimates by 3.4% at ₹35.4b. Earnings per share (EPS) missed analyst estimates by 3.4% at ₹19.33. Revenue is forecast to grow 14% over the next year, compared to a 6.5% growth forecast for the Basic Materials industry in India.
Reported Earnings • Oct 21Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₹12.3b, down 33% from the prior year. Total revenue was ₹135.9b over the last 12 months, down 12% from the prior year.
お知らせ • Oct 20ACC Limited Appoints Mr. M.R. Kumar as an Additional DirectorACC Limited announced that its directors has approved the appointment of Mr. M.R. Kumar as an Additional Director on the Board of the Company with effect from October 19, 2020. Mr. Kumar is not related to any of the Directors of the Company. Mr. Kumar has affirmed that he is not debarred from holding office of Director by virtue of any order of Securities and Exchange Board of India or any other such authority.
Price Target Changed • Oct 20Price target raised to ₹1,679Up from ₹1,550, the current price target is an average from 11 analysts. The new target price is 7.4% above the current share price of ₹1,563. As of last close, the stock is up 1.8% over the past year.