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.
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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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