ACC Ltd Commissions 5.4 MTPA New Capacity in Uttar Pradesh and Maharashtra

Key numbers

Total New Capacity	5.4 MTPAUP & Maharashtra
Market Cap	₹22,600.2 CrCement Sector
Revenue TTM	₹25,368.83 CrOperating Revenue
RSI	31.01Near Oversold

Key highlights

• Commissioned 2.4 MTPA greenfield expansion of Cement Grinding Unit at Salai Banwa, Uttar Pradesh
• Operationalised 3.00 MTPA Cement Blending Unit at Kalamboli, Maharashtra
• Maharashtra facility adds 1.00 MTPA of specific additional cement capacity
• Expansion executed through both direct operations and subsidiary Bulk Cement (Corporation) India Limited
• Strategic locations selected to optimise supply chain and distribution in high-demand industrial hubs

Details

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Production Commenced — What It Means

ACC Limited has successfully commissioned a 2.4 Million Ton Per Annum (MTPA) greenfield expansion of its Cement Grinding Unit located at Salai Banwa, Uttar Pradesh. Concurrently, its subsidiary, Bulk Cement (Corporation) India Limited, has operationalised a 3.00 MTPA Cement Blending Unit at Kalamboli in the Raigad district of Maharashtra. This facility includes an additional cement capacity of 1.00 MTPA.

These completions represent a significant boost to the company's operational footprint, specifically targeting the high-growth markets of North and West India. The use of blending units highlights a focus on diversified product offerings tailored for modern construction requirements.

Path to This Milestone

• The Salai Banwa facility is a greenfield project, built to modern efficiency standards from the ground up
• The Kalamboli expansion strengthens the company's Western India logistics and distribution hub
• Developments align with the broader group goal of scaling total cement capacity to 140 MTPA by 2028
• Focus on grinding and blending units allows for faster market entry with reduced environmental footprints compared to integrated plants
• Strategic proximity to major rail and road networks in Raigad ensures efficient material movement

Financial Context

The commissioning comes at a time when ACC Limited maintains a P/E TTM of 11.84, trailing the industry average of 34.48. While the stock has faced pressure with a 33.42 percent decline over the past year, the addition of 5.4 MTPA in processing capacity provides a volume-based foundation for revenue recovery. The company's annual operating revenue stands at ₹25,961.85 Cr with a promoter holding of 56.69 percent.

These new units are expected to improve capacity utilisation and help stabilise margins, which were recorded at 7.87 percent in the most recent quarter, by optimising the regional supply-demand balance.

Sector Tailwinds

India's cement industry is benefiting from sustained government spending on infrastructure and a recovery in the housing sector. Increased budgetary allocations for urban development and highway projects drive the demand for both bulk and blended cement. ACC's expansion in Uttar Pradesh and Maharashtra positions it to capture demand from major state-led infrastructure initiatives.

Furthermore, the industry is seeing a shift toward sustainable manufacturing, where blending units play a critical role by reducing clinker usage and carbon intensity. This capacity addition ensures the company remains competitive as market leaders aggressively expand their national presence.

ACC · financial snapshot

Share price	₹1203.5
Market capitalisation	₹22,600.20 Cr
Revenue (annual)	₹25,961.85 Cr
Net profit (annual)	₹2,137.07 Cr
P/E (TTM)	11.84×Sector 31.87×
Promoter holding	56.69%0.00% QoQ
FII holding	5.83%Current quarter

Reference market data from a third-party provider, as of the story. Not a valuation or a recommendation.