ACC.NSE News

The Adani Group on Wednesday announced fresh investments exceeding Rs 33,000 crore in Odisha, spanning digital infrastructure, power generation and cement manufacturing, reinforcing industry confidence in the state’s growth potential. The announcement was made during a state government event in Bhuinpur, Khurda, where 36 industrial projects worth over Rs 40,000 crore were inaugurated and launched. Speaking at the function, Karan Adani, Managing Director of Adani Ports and SEZ and Chairman of ACC Limited, detailed three major projects the group plans to execute in the state, in the presence of Chief Minister Mohan Charan Majhi. Highlighting the group’s long-standing presence in Odisha, Karan Adani said the new initiatives go beyond capacity expansion and reflect confidence in the state’s evolving economic landscape. Among the key projects is a data centre at Info Valley in Bhubaneswar, with an investment of around Rs 800 crore. The facility is expected to create about 200 skilled jobs and serve as a key hub for digital services, including artificial intelligence, cloud computing and e-governance.

An announcement from ACC Limited ( ($IN:ACC) ) is now available. ACC Limited, a leading Indian cement and building materials producer within the Ad...

The Madhya Pradesh State Environment Impact Assessment Authority (SEIAA) has imposed a penalty of ₹2.30 crore on ACC Cement for carrying out mining without obtaining environmental clearance in Katni district between 2014 and 2018. The action follows a National Green Tribunal (NGT) order affirming SEIAA’s authority to levy penalties.

Representational Image Ahmedabad, Jan 28 : Cement major ACC Limited, part of the diversified Adani Portfolio, on Wednesday reported a standout performance for the quarter ended December 31 (Q3 FY26), with profit after tax (PAT) surging by 346 per cent (normalised basis) at Rs 380 crore year-on-year, with highest-ever quarterly revenue at Rs 6,483 crore -- up by 22 per cent. The company also recorded its highest-ever quarterly volume at 11.3 million tonnes, up 15 per cent (on-year). "We have sustained our growth momentum with another strong quarter, delivering our highest‑ever quarterly volumes. Higher trade and premium cement sales, alongside continued expansion in RMX, have supported better realisations than industry peers and strengthened our market position in core regions," said Vinod Bahety, Whole-Time Director and CEO, ACC Limited. The company’s momentum during the quarter reflects transformative steps, chief among which is the announcement of the amalgamation of ACC Limited into Ambuja Cements Limited — establishing a unified ‘One Cement Platform’ that will accelerate its growth trajectory, drive operational excellence, improve capital efficiency, reinforce its industry leadership and support long-term value creation. "The proposed integration into the One Cement Platform is expected to accelerate both efficiency and growth, enabling deeper synergies across procurement, manufacturing and distribution once statutory approvals are completed," Bahety mentioned.

In this briefing: MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance Governance Recap 2025: Clean Opinions, Dirty Outcomes The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows 1. MS-India Index Earning Revision (Dec): InterGlobe Aviation, ICICI Bank, Shriram Finance We analysed the earning revision of component stocks of MS-India in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on InterGlobe Aviation, ICICI Bank, Shriram Finance, IndusInd Bank, GMR Airports, SWIGGY, HDFC Bank. 2. Governance Recap 2025: Clean Opinions, Dirty Outcomes The CG Landscape for India Inc in 2025 saw several episodes of high-profile disclosures on accounting irregularity, employee frauds, senior level exits, misstated line items etc.

In this briefing: Selected European HoldCos and DLC: December 2025 Report A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Weekly Update (MGM, REZI, APLD) Biggest Merger in Indian QSR Industry.. 1. Selected European HoldCos and DLC: December 2025 Report Holdco dispersion remains extreme : Vivendi’s discount widened to ~45%, while Nordic holdcos trade near cycle tights, highlighting a sharp divergence between event-driven and quality-compounder structures. GBL execution contrasts with market inertia : Active simplification, cash generation and buybacks continue, yet the discount remains stubbornly wide — increasingly a function of sentiment rather than fundamentals. Vivendi reset restores asymmetry : Legal timing uncertainty flushed positioning, not value; with NAV intact and control unresolved, downside is limited while regulatory optionality remains substantial. 2. A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Hs within the liquid AH pair universe UNDER-performed As on average by 3.1% in two weeks.

In this briefing: Selected European HoldCos and DLC: December 2025 Report A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Weekly Update (MGM, REZI, APLD) Biggest Merger in Indian QSR Industry.. 1. Selected European HoldCos and DLC: December 2025 Report Holdco dispersion remains extreme : Vivendi’s discount widened to ~45%, while Nordic holdcos trade near cycle tights, highlighting a sharp divergence between event-driven and quality-compounder structures. GBL execution contrasts with market inertia : Active simplification, cash generation and buybacks continue, yet the discount remains stubbornly wide — increasingly a function of sentiment rather than fundamentals. Vivendi reset restores asymmetry : Legal timing uncertainty flushed positioning, not value; with NAV intact and control unresolved, downside is limited while regulatory optionality remains substantial. 2. A/H Premium Tracker (2Wks to 31 Dec 2025): Hs Underperform Again, Beautiful Skew Behaving Badly Hs within the liquid AH pair universe UNDER-performed As on average by 3.1% in two weeks.

In this briefing: The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy 1. The Post-IPO Play: Deleveraging and Diversification at Jain Resource Recycling Jain Resource is now aggressively pivoting toward high-margin value addition in copper and has already established itself as one of only two Indian recyclers with LME-registered lead brands. The strategic deployment of INR 375 crore in IPO proceeds to repay debt will slash gearing to below 0.7x, significantly boosting net margins. The shift from 61% import reliance to domestic scrap yard acquisitions aligns with India’s Critical Mineral Recycling Policy , effectively shortening the working capital cycle and shield from global logistics volatility.

In this briefing: NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Biggest Merger in Indian QSR Industry.. The Beat Ideas- MTAR Technologies: From Precision Specialist to AI-Energy Proxy Asian Equities: FII Selling Slowed in Dec but Continued Nonetheless; 2025 Saw Near-Peak FII Outflow 1. NIFTY Index Earning Revision (Dec): JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation We analysed the earning revision of component stocks of NIFTY in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on JSW Steel, Trent, Infosys, HDFC Bank, InterGlobe Aviation, ICICI Bank, Bharti Airtel. 2. Ambuja Cement/ ACC/ Orient Cement Merger: Index Flows Ambuja Cements (ACEM IN) , ACC Ltd (ACC IN) and Orient Cement (ORCMNT IN) will be merging to create a pan-India cement giant. There are a whole bunch of approvals needed, and the mergers are expected to complete in the next 12 months.