|
22 Jun 2025 |
ACC
|
Consensus Share Price Target
|
1823.00 |
2241.24 |
- |
22.94 |
buy
|
|
|
|
|
05 May 2025
|
ACC
|
KRChoksey
|
1823.00
|
2152.00
|
1882.30
(-3.15%)
|
18.05 |
Buy
|
|
|
ACC reported strong topline performance for Q4FY25, revenue at INR 60,665 Mn, up 12.2% YoY (+14.7% QoQ), which was above our estimates by 16.7%, driven by sharp uptick in volume growth at 14.4% YoY (+11.2% QoQ) and higher premium product mix.
|
|
29 Apr 2025
|
ACC
|
BOB Capital Markets Ltd.
|
1823.00
|
2154.00
|
1892.20
(-3.66%)
|
18.16 |
Hold
|
|
|
Q4FY25 revenue grew 11% YoY as a strong volume of 14% was offset by 3% fall in realisation, on weak pricing in key operating regions
|
|
28 Apr 2025
|
ACC
|
Prabhudas Lilladhar
|
1823.00
|
2383.00
|
1925.10
(-5.30%)
|
30.72 |
Buy
|
|
|
ACC reported robust operating performance in 4QFY25 aided by strong volume growth and improved NSR. Volumes grew 14% YoY to 11.9mt aided by higher trade volume and better growth in premium products (7% YoY). Average MSA and traded volumes, all other costs have been constrained. Optimization of the fuel basket, lower fuel costs, increased use of Green share, and higher volumes led to a 22% YoY decline in P&F costs. Reduction in lead distance and higher direct dispatch resulted in a 9% YoY decline in freight costs. Strong operating leverage contributed to an 18% YoY decline in Other Expenses. These...
|
|
25 Apr 2025
|
ACC
|
Axis Direct
|
1823.00
|
2420.00
|
1938.00
(-5.93%)
|
32.75 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
17 Feb 2025
|
ACC
|
Geojit BNP Paribas
|
1823.00
|
2134.00
|
1911.50
(-4.63%)
|
17.06 |
Accumulate
|
|
|
|
|
30 Jan 2025
|
ACC
|
KRChoksey
|
1823.00
|
2205.00
|
1993.50
(-8.55%)
|
20.95 |
Accumulate
|
|
|
ACC Q3FY25 revenue and earnings beat our estimates supported by one-offs, however, Adj. EBITDA and PAT came in below our expectations. Revenue increased by 20.6% YoY (+28.5% QoQ) to INR 59,274 Mn, driven by higher volume growth of 20.5% YoY, beating our estimates. Adjusted revenue stood at INR 52,905 Mn, up 7.7% YoY (+14.7% QoQ), excluding a one-time refund of INR 6,368.6 Mn related to excise duty expenses.
|
|
28 Jan 2025
|
ACC
|
Axis Direct
|
1823.00
|
2380.00
|
2001.20
(-8.90%)
|
30.55 |
Buy
|
|
|
We change our rating from HOLD to BUY on the recent correction in stock price.
|
|
29 Oct 2024
|
ACC
|
IDBI Capital
|
1823.00
|
2656.00
|
2328.65
(-21.71%)
|
45.69 |
Buy
|
|
|
|
|
29 Oct 2024
|
ACC
|
KRChoksey
|
1823.00
|
2790.00
|
2288.70
(-20.35%)
|
53.04 |
Buy
|
|
|
ACC Q2FY25 revenue and earnings beat our estimates, however, EBITDA performance was below our expectations. Revenue increased by 4.0 YoY (-10.5% QoQ) to INR 46,135 Mn, driven by higher volume growth of 14.8%, beating our estimates.
|
|
25 Oct 2024
|
ACC
|
Axis Direct
|
1823.00
|
2475.00
|
2237.80
(-18.54%)
|
35.77 |
Hold
|
|
|
We maintain our HOLD recommendation on the stock
|
|
09 Aug 2024
|
ACC
|
Geojit BNP Paribas
|
1823.00
|
2674.00
|
2351.55
(-22.48%)
|
46.68 |
Accumulate
|
|
|
|
|
02 Aug 2024
|
ACC
|
KRChoksey
|
1823.00
|
2923.00
|
2487.90
(-26.73%)
|
60.34 |
Buy
|
|
|
ACC Q1FY25 earnings fell short of our expectations despite exceeding our projections on revenue. Revenue declined to INR 51,549 Mn, down 0.9% YoY (-4.7% QoQ), beating our estimates primarily driven by jump in sales volume.
|
|
01 Aug 2024
|
ACC
|
BOB Capital Markets Ltd.
|
1823.00
|
2569.00
|
2487.90
(-26.73%)
|
Target met |
Hold
|
|
|
Q1FY25 revenue stayed flat YoY as 8.5% uptick in volume was offset by realisation drop of 8.3%
|
|
31 Jul 2024
|
ACC
|
IDBI Capital
|
1823.00
|
2819.00
|
2487.90
(-26.73%)
|
54.64 |
Hold
|
|
|
|
|
30 Jul 2024
|
ACC
|
Axis Direct
|
1823.00
|
2750.00
|
2590.75
(-29.63%)
|
50.85 |
Hold
|
|
|
We downgrade our recommendation on the stock from BUY to HOLD.
|
|
30 Jul 2024
|
ACC
|
Prabhudas Lilladhar
|
1823.00
|
3707.00
|
2590.75
(-29.63%)
|
103.35 |
Buy
|
|
|
|
|
18 May 2024
|
ACC
|
ICICI Securities Limited
|
1823.00
|
3272.00
|
2525.95
(-27.83%)
|
|
Buy
|
|
|
In current times of cement price weakness (hikes attempted in Apr’24 have not only reversed but prices have slipped further in May’24)
|
|
07 May 2024
|
ACC
|
Geojit BNP Paribas
|
1823.00
|
2761.00
|
2436.45
(-25.18%)
|
Target met |
Accumulate
|
|
|
|
|
06 May 2024
|
ACC
|
KRChoksey
|
1823.00
|
2923.00
|
2489.50
(-26.77%)
|
|
Buy
|
|
|
ACC reported better-than-expected numbers, beating estimates across the board. Revenue increased by 12.9% YoY to INR 54,087 Mn (+5.8% vs. our estimate), primarily due to a jump in cement and clinker volumes (+23.5% YoY).
|
|
04 May 2024
|
ACC
|
BOB Capital Markets Ltd.
|
1823.00
|
2657.00
|
2531.40
(-27.98%)
|
Target met |
Hold
|
|
|
Q4 revenue growth of 13% YoY boosted by 22% uptick in volumes (unadjusted to MSA) while realisations moderated ~7%
|