On a standalone basis, ACC is expected to report better numbers led by its significant presence in key markets where prices were stronger in Q1 FY26 (East/South/North - 25%/24%/22%; price growth - 10%/13%/3%). On a consolidated basis, Birla Corp is expected to report a mixed set of numbers.
NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Yes Securities Report
Our coverage universe is expected to report Ebitda/tonne of Rs 1,260 (+55% YoY, +23% QoQ), supported by:
Better realization (+6% YoY, +4% QoQ), and
Reduction in cost structure (-5% YoY, -2% QoQ), despite weak volume growth (+20% YoY, flattish QoQ).
Typically, Q4 is a volume-driven quarter, while Q1 is price-driven for the cement industry.
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This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.
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