Main Industries:

• Cement production: 85%
• Building materials: 10%
• Other: 5%

TOP 3 Markets:

1. India: 70%
2. Middle East: 15%
3. Southeast Asia: 10%

ACC Limited generates the majority of its revenue from cement production, which is typical for companies in this industry. India remains the main market as the company has a strong presence and market share there. The Middle East and Southeast Asia are also significant markets where ACC Limited has expanded its market share through strategic partnerships and expansions.

Production sites of ACC Limited:

ACC Limited operates a variety of cement plants and production facilities in India. The main production sites are located in the states:

• Madhya Pradesh
• Chhattisgarh
• Maharashtra
• Karnataka
• Uttar Pradesh
• Jharkhand

These plants are strategically distributed across the country to ensure efficient supply to different regions. ACC Limited leverages this geographical distribution to minimize transportation costs and enable quick delivery to its customers. The company is known for its strong presence in the Indian market and its continuous investments in modern production facilities.

Revenue Growth: Estimated 10% annually (2025)

Investments in Sustainability: $500 million by 2025

ACC Limited is pursuing a growth strategy that is strongly focused on sustainability and innovation. The company plans to expand its production capacities by constructing new cement plants and modernizing existing facilities.

A key component of the strategy is investing in environmentally friendly technologies to reduce CO2 emissions. ACC Limited is committed to investing around $500 million in sustainable projects by 2025 to minimize environmental impact and increase energy efficiency.

Additionally, the company is focusing on entering new markets and strengthening its position in existing markets through strategic partnerships and acquisitions. This is intended to support the estimated 10% annual revenue growth.

Main raw materials: Limestone, coal, gypsum, fly ash

Imported materials: Coal, gypsum

Countries of origin:

• Coal: Australia, Indonesia, South Africa
• Gypsum: Oman, Iran

ACC Limited mainly imports coal and gypsum, which are essential for cement production. Coal is primarily sourced from Australia, Indonesia, and South Africa, as these countries can supply large quantities of high-quality coal needed for the energy-intensive cement production process.

Gypsum, used as a retarder in cement, is mainly imported from Oman and Iran. These countries provide a stable supply of gypsum at competitive prices, which is advantageous for the cost structure of ACC Limited.

Market share: 10% (estimated for 2025) EBITDA margin: 18% (2024) Return on Equity (ROE): 14% (2024)

ACC Limited, a leading company in the Indian cement industry, has a significant competitive advantage due to its established market position and extensive production capacities. With an estimated market share of around 10%, ACC is among the top players in India.

The EBITDA margin of 18% indicates that the company operates efficiently and is able to control its costs well. This is an indicator of strong operational performance compared to many competitors.

The Return on Equity of 14% suggests that ACC effectively utilizes capital to generate profits, indicating solid financial health. ACC's competitive advantage is further strengthened by its strong brand, extensive distribution network, and continuous investments in technology and sustainability.

Institutional Investor Share: 55% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last year (estimated 2025)

The institutional investor share in ACC Limited is estimated to be 55%. This demonstrates a strong trust from institutional investors in the company, which is often seen as a positive signal for stability and growth potential.

There were no significant insider transactions in the last year, indicating that the management and other insiders have not made any significant changes to their holdings. This could suggest a stable assessment of the company's development by insiders.

Market share of ACC Limited: approximately 8% (2025, estimated)

Top competitors and their market shares:

1. UltraTech Cement: approximately 23%
2. Shree Cement: approximately 11%
3. Ambuja Cements: approximately 10%
4. Dalmia Bharat: approximately 9%
5. ACC Limited: approximately 8%
6. Ramco Cements: approximately 6%
7. JK Cement: approximately 5%
8. India Cements: approximately 4%
9. Birla Corporation: approximately 3%
10. HeidelbergCement India: approximately 2%

Moat of ACC Limited:

ACC Limited has a moderate moat stemming from its strong brand recognition, established distribution network, and solid production infrastructure. These factors enable the company to maintain a stable market position and benefit from the growing demand for cement in India.

However, compared to the market leader UltraTech Cement, ACC Limited's moat is less pronounced. UltraTech benefits from higher production capacity, broader geographical presence, and stronger financial performance, giving it a significant competitive advantage.

Other competitors like Shree Cement and Ambuja Cements also have strong moats reinforced by efficient production methods and strategic expansions. ACC needs to continuously invest in innovation and efficiency improvements to enhance its competitive position and expand its moat.

Revenue Growth: 8.5% (2024) EBITDA Margin: 18.2% (2024) Market Share: 11% in the Indian cement market (2024)

ACC Limited achieved a revenue growth of 8.5% in 2024, attributed to robust demand in the Indian construction sector and an effective sales strategy. The EBITDA margin of 18.2% indicates that the company operates efficiently and is able to manage its cost structure well.

The 11% market share in the Indian cement market highlights ACC Limited's strong position in one of the world's largest and fastest-growing markets. This provides the company with a solid foundation for future growth, especially given the ongoing urbanization and infrastructure development in India.

Additionally, ACC Limited is investing in sustainable technologies and production methods, which could lead to long-term cost savings and an improved competitive position. These strategic initiatives could make the company more resilient to market volatility and increase its attractiveness to investors.

Overall, the combination of stable revenue growth, solid operational efficiency, and a strong market position suggests that ACC Limited represents a promising investment opportunity, especially for investors with a long-term investment horizon.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last five years

ACC Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield for 2025 is estimated to be around 2.5%, based on historical payouts and current market trends.

The reliability of dividend payments from ACC Limited can be considered high, as the company has a solid financial foundation and a consistent dividend policy. Over the past five years, ACC Limited has consistently paid dividends, indicating a stable earnings position and strong operational performance.