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Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
97 announcements match the current filters (relevance ≥ 5).
₹425 Crore Raised via Private Placement of NCDs to Support Growth
CreditAccess Grameen has raised ₹425 crore through the private placement of Non-Convertible Debentures (NCDs) in June 2026. The fundraise includes a ₹325 crore tranche at a 9.25% fixed rate and a ₹100 crore bilateral placement with Bajaj Finance at a 9.15% floating rate. The exercise of a ₹125 crore green-shoe option indicates strong institutional demand. This capital inflow, representing approximately 5.4% of the company's net worth (₹7,842 Cr), will support its 20%+ growth target and retail finance expansion.
Confidence: HIGH
What changedThe company has secured additional medium-term liquidity and diversified its domestic institutional lender base.
Why it mattersFor a microfinance-focused NBFC, continuous access to diverse funding at competitive rates is critical to maintaining its 11.1% interest spread and funding its 20%+ growth strategy.
Total Fundraise: ₹425 croreFundraise vs Net Worth: ~5.4%Fixed Coupon Rate: 9.25%Floating Coupon Rate: 9.15%Tenure: 2 years
📅 Short termThe successful exercise of the green-shoe option reflects strong institutional confidence, which may support the stock price in the near term.
📈 Long termStrengthens the liability side of the balance sheet, supporting the company's '2028 funding architecture' and its expansion into retail finance.
⚠ Risk flags
- Interest rate risk on the floating rate tranche
- General credit risk inherent in the microfinance sector
Key Highlights
Raised a total of ₹425 crore through two separate NCD transactions in June 2026
Exercised a ₹125 crore green-shoe option on a base size of ₹200 crore for the primary tranche
Secured a 9.25% fixed coupon for ₹325 crore and a 9.15% floating rate for ₹100 crore
Institutional participants include Sundaram Finance, Nuvama Wealth, and Bajaj Finance
Both NCD tranches have a tenure of 2 years, maturing in 2028
👀 What to Watch
Monitor the company's cost of funds in upcoming quarterly results to see if these rates (9.15%-9.25%) help maintain the current high NIM of 13.3%.
CreditAccess Grameen Allots ₹325 Crore NCDs at 9.25% Coupon Rate
CreditAccess Grameen Limited has successfully allotted 32,500 senior, secured, non-convertible debentures (NCDs) on a private placement basis. The company raised a total of ₹325 crore with a face value of ₹1,00,000 per NCD. These instruments carry a fixed coupon rate of 9.25% per annum, payable quarterly, and have a tenure of approximately 24 months. This fundraise strengthens the company's liquidity position to support its microfinance lending operations.
Key Highlights
Allotment of 32,500 senior, secured, rated, and listed NCDs totaling ₹325 crore
Fixed coupon rate of 9.25% per annum with quarterly interest payment schedule
Tenure of 24 months and 2 days with a final maturity date of June 26, 2028
Secured by a first ranking exclusive charge over book debts with a 1.10x cover
NCDs to be listed on the Wholesale Debt Market segment of BSE Limited
👀 What to Watch
Investors should note the company's ability to raise debt capital at a 9.25% rate, which is a key indicator of its creditworthiness and borrowing cost efficiency. No immediate action is required, but this supports the company's growth trajectory in the microfinance sector.
CreditAccess Grameen Allots ₹100 Crore Secured NCDs at 9.15% Coupon
CreditAccess Grameen Limited has successfully allotted 10,000 senior, secured, non-convertible debentures (NCDs) on a private placement basis. The total issue size is ₹100 crore, with each debenture having a face value of ₹1,00,000. The instruments carry a floating interest rate, currently 9.15% per annum (SBI 3-month MCLR + 90 bps), payable monthly. The tenure of these NCDs is 24 months, with the final redemption scheduled for June 12, 2028.
Key Highlights
Allotment of 10,000 senior, secured, rated, listed NCDs totaling ₹100 crore.
Floating coupon rate of 9.15% p.a. based on SBI 3-month MCLR plus a 90 bps spread.
Tenure of 24 months with interest payable monthly and principal at maturity.
Secured by a first ranking exclusive charge on book debts with a 1.10x asset cover.
The securities will be listed on the Wholesale Debt Market segment of BSE Limited.
👀 What to Watch
Investors should view this as a routine fundraise to support the company's microfinance lending operations. Monitor the company's ability to maintain healthy net interest margins given the floating rate nature of this debt.
CreditAccess Grameen Appoints Devika Praveen as Chief Compliance Officer
CreditAccess Grameen has appointed Mrs. Devika Praveen as its Chief Compliance Officer (CCO) effective June 11, 2026. Mrs. Praveen brings nearly 30 years of experience in banking and financial services, specializing in regulatory compliance and governance. She has previously held leadership roles at Slice Small Finance Bank, Fincare Small Finance Bank, and Kotak Mahindra Bank. This appointment is intended to strengthen the company's compliance framework across its extensive network of 2,236 branches.
Key Highlights
Mrs. Devika Praveen appointed as Chief Compliance Officer effective June 11, 2026.
Brings nearly 30 years of experience in regulatory compliance, governance, and anti-money laundering (AML).
Previously served as Deputy CCO at Slice Small Finance Bank and CCO at Fincare Small Finance Bank.
CreditAccess Grameen operates across 451 districts in 16 states and 1 union territory through 2,236 branches.
👀 What to Watch
Investors should view this as a positive step towards strengthening corporate governance and regulatory oversight, which is critical for a large-scale MFI like CreditAccess Grameen.
CreditAccess Grameen Appoints Devika Praveen as Chief Compliance Officer
CreditAccess Grameen Limited has appointed Ms. Devika Praveen as its Chief Compliance Officer (Senior Management Personnel) effective June 11, 2026. Ms. Praveen brings nearly 30 years of experience in banking and financial services, specializing in regulatory compliance, governance, and AML. She has previously held senior leadership roles at Slice Small Finance Bank, Fincare SFB, AU Small Finance Bank, and Kotak Mahindra Bank. This appointment is aimed at strengthening the company's enterprise-wide compliance and regulatory reporting frameworks.
Key Highlights
Ms. Devika Praveen appointed as Chief Compliance Officer effective June 11, 2026.
Brings nearly 30 years of rich experience in banking, regulatory compliance, and governance.
Previously served as Deputy Chief Compliance Officer at Slice Small Finance Bank and CCO at Fincare SFB.
Holds an MBA from the University of Mysore and is a CAIIB-qualified banking professional.
👀 What to Watch
Investors should view this as a positive move to strengthen corporate governance; no immediate portfolio action is required based on this senior management appointment.
ACC Receives NSE and BSE No-Objection for Merger with Ambuja Cements
ACC Limited has received 'no adverse observation' from BSE and 'no objection' from NSE regarding its proposed merger with Ambuja Cements Limited. This follows the initial board approval granted on December 22, 2025, and marks a significant regulatory milestone. The scheme now moves toward the National Company Law Tribunal (NCLT) for further approval. The clearance from stock exchanges is valid for six months from June 04, 2026, within which the company must file the petition with the NCLT.
Key Highlights
Received 'no adverse observations' from BSE and 'no objection' from NSE on June 04, 2026.
The scheme involves the amalgamation of ACC Limited (Amalgamating Company) with Ambuja Cements Limited (Amalgamated Company).
The observation letters are valid for 6 months, requiring NCLT submission within this timeframe.
SEBI has mandated detailed disclosures including a cost-benefit analysis and impact on public shareholders in the upcoming explanatory statement.
The merger remains subject to approvals from the NCLT, shareholders, and creditors of both companies.
👀 What to Watch
Investors should maintain a positive outlook as this regulatory clearance paves the way for corporate consolidation. Monitor the upcoming NCLT filing and the detailed cost-benefit analysis to be provided in the shareholder notice for insights into synergy benefits.
Accuracy Shipping FY26 Revenue Drops 30% YoY to ₹6,554 Mn; Q4 PAT Rises to ₹12.74 Mn
Accuracy Shipping Limited reported a significant decline in annual revenue for FY26, falling to ₹6,554.00 million from ₹9,417.18 million in FY25. While annual net profit also decreased from ₹45.48 million to ₹31.63 million, the company saw a sequential and year-on-year recovery in Q4 FY26 net profit, which reached ₹12.74 million. The Board also confirmed the re-appointment of Ms. Khushboo Goyal as Internal Auditor for the 2026-27 financial year.
Key Highlights
Annual Revenue from operations declined by 30.4% YoY to ₹6,554.00 million in FY26.
Full-year Net Profit fell to ₹31.63 million in FY26 compared to ₹45.48 million in FY25.
Q4 FY26 Net Profit improved to ₹12.74 million, up from ₹5.65 million in the preceding quarter.
Total Assets on the balance sheet decreased to ₹2,884.58 million from ₹3,132.47 million YoY.
Earnings Per Share (EPS) for the full year dropped to ₹0.21 from ₹0.30 in the previous year.
👀 What to Watch
Investors should exercise caution as the substantial year-on-year decline in revenue and profit suggests operational headwinds. Monitor the logistics and petroleum segments closely for signs of a sustained recovery following the improved Q4 margins.
Accuracy Shipping FY26 Revenue Drops 30% to ₹6,554 Mn; Annual Net Profit Declines to ₹31.63 Mn
Accuracy Shipping Limited reported a challenging fiscal year 2026, with annual revenue from operations declining significantly to ₹6,554.00 million from ₹9,417.18 million in FY25. Full-year net profit followed this trend, dropping 30.5% to ₹31.63 million compared to ₹45.48 million in the previous year. While Q4 FY26 net profit showed a year-on-year increase to ₹12.74 million (up from ₹7.36 million), this was largely supported by a deferred tax credit rather than operational growth. The company also confirmed the re-appointment of Ms. Khushboo Goyal as Internal Auditor for FY 2026-27.
Key Highlights
Annual revenue from operations fell by 30.4% year-on-year to ₹6,554.00 million.
Full-year net profit decreased to ₹31.63 million from ₹45.48 million in FY25.
Q4 FY26 net profit rose to ₹12.74 million, aided by a deferred tax credit of ₹6.69 million.
Total borrowings (current) were reduced to ₹985.09 million from ₹1,087.89 million as of March 31, 2026.
Basic and Diluted EPS for the full year declined to ₹0.21 from ₹0.30 in the previous year.
👀 What to Watch
Investors should exercise caution due to the sharp contraction in the company's top-line revenue and annual profitability. It is advisable to monitor the next few quarters to see if the company can stabilize its logistics and petroleum segments and reverse the declining revenue trend.
CreditAccess Grameen Q4 FY26 PAT Jumps 6x YoY; Guides 20-25% AUM Growth for FY27
CreditAccess Grameen reported a strong recovery in Q4 FY26 with PAT surging over 6x YoY to INR 340 Crore and AUM growing 14% YoY, meeting annual guidance despite significant write-offs. While FY26 credit costs were elevated at 6.74% due to aggressive provisioning, NIMs expanded to 14.2% and the cost of borrowing fell to 9.2%. The company is successfully diversifying, with retail finance now comprising 18.1% of the portfolio compared to 5.9% a year ago. Management issued optimistic FY27 guidance, targeting 20-25% AUM growth and a normalized credit cost of 3.0-4.0%.
Key Highlights
Q4 FY26 PAT grew over 600% YoY to INR 340 Crore with a robust ROA of 4.4% and ROE of 17.8%.
AUM share of retail finance increased significantly to 18.1% from 5.9% YoY, reflecting successful product diversification.
NIMs expanded by 35 bps QoQ to 14.2% in Q4, aided by a 60 bps annual reduction in the cost of borrowing to 9.2%.
FY27 guidance targets AUM growth of 20-25% and a sharp reduction in credit costs to 3.0-4.0% from 6.74% in FY26.
Digital collections increased to 22% in Q4 FY26, with the Grameen Mahi app reaching 11.2 Lakh active customers.
👀 What to Watch
Investors should view the strong recovery in return ratios and the shift toward a diversified retail-inclusive model as a positive sign of cycle resilience. Monitor the company's ability to meet its FY27 credit cost guidance of 3-4% as the MFI credit cycle stabilizes.
ACC/Ambuja FY26 Results: EBITDA Up 31% to ₹6,539 Cr; Capacity Hits 109 MTPA
Ambuja Cements (including ACC) reported a resilient FY26 with sales volumes growing 16% YoY to 73.7 million tonnes, significantly outperforming the industry. EBITDA rose 31% to ₹6,539 crores, though integration of acquired assets like Sanghi and Penna faced some margin pressure due to maintenance and logistical delays. The company remains debt-free and has expanded its capacity to 109 MTPA, with a clear target of 119 MTPA by FY27. Management expects 8% volume growth in FY27 despite a soft industry outlook of 5-5.5%.
Key Highlights
Annual sales volume reached a record 73.7 million tonnes, a 16% year-on-year increase.
EBITDA per tonne improved by 12% to ₹887, with total EBITDA reaching ₹6,539 crores.
Cement capacity expanded to 109 MTPA; targeting 119 MTPA by the end of FY27.
Green power share increased to 32% in Q4 FY26, supporting long-term cost-saving initiatives.
Premium cement accounted for 35% of trade sales, reflecting successful brand premiumization.
👀 What to Watch
Investors should monitor the successful integration of Orient Cement and the realization of the ₹4,000/tonne cost target by March 2027. The company remains a strong play on India's infrastructure growth and industry consolidation.
CreditAccess Grameen Q4 PAT Surges 619% YoY to ₹340 Cr; AUM Up 14% to ₹29,590 Cr
CreditAccess Grameen reported a massive recovery in Q4 FY26, with Profit After Tax (PAT) jumping 619.4% YoY to INR 339.5 crore. Assets Under Management (AUM) grew 14.0% YoY to INR 29,590 crore, supported by a significant expansion in the retail finance portfolio which now accounts for 18.1% of the total. Asset quality showed marked improvement as PAR 0+ declined to 3.0% from 4.4% in the previous quarter. The company issued strong guidance for FY27, targeting 20-25% AUM growth and an ROE of 16-20%.
Key Highlights
Q4 FY26 PAT grew 619.4% YoY to INR 339.5 crore with a robust ROA of 4.4% and ROE of 17.8%
AUM increased 14.0% YoY to INR 29,590 crore, while disbursements rose 28.4% YoY to INR 8,313 crore
Retail Finance portfolio share expanded significantly to 18.1% in March 2026 from 5.9% in March 2025
Asset quality improved with PAR 0+ at 3.0% and GNPA/NNPA (60+ dpd) at 3.17%/1.12% respectively
Management guided for FY27 AUM growth of 20-25% and ROA of 4.0-4.8%
👀 What to Watch
The sharp recovery in profitability and improved asset quality metrics suggest a strong turnaround for the company. Investors should view the ambitious FY27 guidance and the 'Project Shakti' transformation initiative as positive catalysts for long-term growth.
CreditAccess Grameen Q4 PAT Surges 619% YoY to INR 340 Cr; AUM Grows 14% to INR 29,590 Cr
CreditAccess Grameen reported a strong recovery in Q4 FY26, with PAT jumping 619.4% YoY to INR 340 Cr and annual PAT rising 46.3% to INR 778 Cr. Despite significant write-offs of INR 1,968 Cr during the fiscal year, AUM grew 14% YoY to INR 29,590 Cr, supported by robust disbursements of INR 24,859 Cr. Asset quality is normalizing with PAR 90+ at 2.28% and GNPA at 3.17%, while profitability metrics remain industry-leading with a Q4 ROA of 4.4% and ROE of 17.8%. The company has also successfully deleveraged its borrower base in alignment with MFIN guardrails.
Key Highlights
Q4 FY26 Net Profit grew 619.4% YoY to INR 340 Cr with a healthy NIM of 14.2%.
AUM reached INR 29,590 Cr (+14% YoY) despite writing off 7.6% of AUM (INR 1,968 Cr) in FY26.
Asset quality showed marked improvement with PAR 1-90 levels returning to pre-crisis trends and GNPA at 3.17%.
Capital adequacy remains strong with a CRAR of 24.4% and a Debt-to-Equity ratio of 3.0.
Retail Finance (RF) share in the portfolio increased to 18.1% from 14.1% QoQ, indicating successful diversification.
👀 What to Watch
Investors should take confidence in the sharp recovery of return ratios (ROA/ROE) and the normalization of asset quality after a period of high credit costs. The company's strong capital position and rural focus make it a preferred pick in the microfinance sector as it enters a growth phase.
CreditAccess Grameen FY26 Net Profit Surges 46% to ₹777.6 Cr; Q4 PAT at ₹339.6 Cr
CreditAccess Grameen reported a robust performance for FY26, with annual net profit growing 46.3% to ₹777.64 crore compared to ₹531.40 crore in FY25. The fourth quarter (Q4 FY26) saw a significant turnaround with a PAT of ₹339.55 crore, compared to just ₹47.21 crore in the year-ago period, which was previously impacted by high impairment costs. Total income for the full year rose to ₹6,062.54 crore, driven by a steady increase in interest income. Asset quality appears to be stabilizing as annual impairment charges reduced from ₹1,929.51 crore to ₹1,775.40 crore.
Key Highlights
Annual Net Profit increased by 46.3% YoY to ₹777.64 crore in FY26.
Q4 FY26 PAT stood at ₹339.55 crore, showing massive growth over Q4 FY25's ₹47.21 crore.
Total Revenue from operations for FY26 grew to ₹6,058.92 crore from ₹5,752.33 crore in FY25.
Full-year impairment on financial instruments decreased to ₹1,775.40 crore from ₹1,929.51 crore.
Basic Earnings Per Share (EPS) for FY26 improved to ₹48.63 from ₹33.32 in the previous year.
👀 What to Watch
The strong recovery in bottom-line growth and reduction in credit costs signal a positive trajectory for the microfinance leader. Investors should monitor the sustainability of this margin improvement and rural collection efficiencies in the coming quarters.
ACC (Ambuja Consolidated) FY26 Volume Grows 16%, Capacity Reaches 109 MTPA
Ambuja Cements, including its subsidiary ACC, reported a strong 16% volume growth for FY26, reaching 73.7 MnT and outperforming the industry. While annual EBITDA PMT rose 12% to Rs 887, Q4FY26 margins were pressured by fuel inflation and geopolitical tensions, resulting in a quarterly EBITDA PMT of Rs 735. The company remains debt-free with a net worth of Rs 71,846 crore and is aggressively expanding capacity toward a 119 MTPA target by H1FY27. The merger of ACC and Orient into Ambuja is currently awaiting SEBI approval to create a unified 'One Cement' platform.
Key Highlights
Consolidated cement sales volume grew 16% YoY to 73.7 MnT in FY26, with Q4 volume up 10% to 19.9 MnT.
Annual Operating EBITDA PMT increased 12% to Rs 887, though Q4 saw a 35% increase in imported petcoke costs.
Total cement capacity reached 109 MTPA as of March 2026, with a target of ~119 MTPA by H1FY27.
Maintains a debt-free balance sheet with a net worth of Rs 71,846 crore and cash equivalents of Rs 1,770 crore.
Targeting a cost reduction of Rs 150–200 PMT in FY27 through green power and logistics optimization.
👀 What to Watch
Investors should focus on the upcoming merger of ACC into Ambuja Cements and the company's ability to maintain margins via cost-saving initiatives despite a soft demand outlook of 5% for FY27. The debt-free status and aggressive capacity expansion provide a strong long-term competitive advantage.
ACC Reports FY26 Revenue of ₹25,566 Cr, Declares ₹7.50 Dividend and Appoints New Internal Auditors
ACC Limited reported a strong revenue growth of 22.5% for FY26, reaching ₹25,566.33 crore compared to ₹20,867.36 crore in the previous year. Despite the top-line growth, Profit After Tax (PAT) for the full year saw a slight decline to ₹2,286.78 crore from ₹2,424.56 crore in FY25. The Board has recommended a dividend of ₹7.50 per share and appointed Grant Thornton Bharat LLP as the new Internal Auditors. The company also fixed June 12, 2026, as the record date for the dividend payment.
Key Highlights
Revenue from operations grew to ₹25,566.33 crore in FY26 from ₹20,867.36 crore in FY25
Recommended a dividend of ₹7.50 per equity share with a record date of June 12, 2026
Profit After Tax (PAT) for FY26 stood at ₹2,286.78 crore with an EPS of ₹121.78
Grant Thornton Bharat LLP appointed as Internal Auditors replacing the previous internal structure
Standalone total income for the quarter ended March 31, 2026, was ₹7,129.53 crore
👀 What to Watch
Investors should focus on the robust revenue growth and the transition to a top-tier audit firm, which enhances corporate governance. The slight dip in annual PAT warrants a closer look at rising power and fuel costs which reached ₹3,608.87 crore.
ACC Limited Recommends ₹7.50 Dividend; Sets June 12 as Record Date for FY26
ACC Limited has recommended a dividend of ₹7.50 per share for the financial year 2025-26, with the record date fixed for June 12, 2026. For the full financial year, the company reported a significant revenue growth to ₹25,566.33 crore from ₹20,867.36 crore in the previous year. However, Profit After Tax (PAT) saw a slight decline to ₹2,286.78 crore compared to ₹2,424.56 crore in FY25. The company also announced the appointment of Grant Thornton Bharat LLP as its new internal auditor as part of an organizational restructuring.
Key Highlights
Recommended a dividend of ₹7.50 per equity share (75% of face value) for FY 2025-26.
Fixed June 12, 2026, as the record date for determining dividend entitlement.
Annual Revenue from Operations grew to ₹25,566.33 crore from ₹20,867.36 crore YoY.
Profit After Tax (PAT) for FY26 stood at ₹2,286.78 crore with an EPS of ₹121.78.
Appointed Grant Thornton Bharat LLP as Internal Auditors in place of Mr. Shobhit Dwivedi.
👀 What to Watch
Investors interested in the dividend should ensure they hold the stock before the June 12 record date. While revenue growth is strong, investors should monitor the margin compression that led to a year-on-year decline in net profit.
ACC Recommends ₹7.50 Dividend; FY26 Revenue Grows to ₹25,566 Crore
ACC Limited has recommended a final dividend of ₹7.50 per equity share for the financial year ended March 31, 2026, subject to shareholder approval. The company reported a strong 22.5% growth in annual standalone revenue, reaching ₹25,566.33 crore compared to ₹20,867.36 crore in the previous fiscal. However, standalone Profit After Tax (PAT) for the full year saw a slight decline to ₹2,286.78 crore from ₹2,424.56 crore in FY25. The board has fixed June 12, 2026, as the record date for dividend entitlement.
Key Highlights
Recommended final dividend of ₹7.50 per equity share (75% of face value).
Annual standalone revenue from operations rose to ₹25,566.33 crore in FY26.
Standalone Profit After Tax (PAT) for FY26 stood at ₹2,286.78 crore with an EPS of ₹121.78.
Record date for dividend set for June 12, 2026, with payment on or after July 1, 2026.
Appointment of Grant Thornton Bharat LLP as Internal Auditors following organizational restructuring.
👀 What to Watch
Investors seeking dividend income should ensure they hold shares before the June 12 record date. While revenue growth is robust, the slight contraction in annual PAT suggests a need to monitor margin pressures in the upcoming quarters.
ACC Q4 FY26: Record Revenue of Rs 7,146 Cr; Normalised FY26 EBITDA Up 22%
ACC Limited reported its highest-ever quarterly revenue of Rs 7,146 Cr, up 17% YoY, driven by a record sales volume of 11.9 MnT. For the full year FY26, normalized EBITDA grew by 22% to Rs 2,950 Cr, although Q4 margins faced pressure from rising fuel costs due to geopolitical conflicts. The company remains debt-free with a net worth of Rs 20,554 Cr and has declared a dividend of Rs 7.5 per share. The merger with Ambuja Cements is progressing and is expected to conclude in FY27.
Key Highlights
Highest-ever quarterly sales volume of 11.9 MnT (+8% YoY) and revenue of Rs 7,146 Cr (+17% YoY).
Normalised FY26 EBITDA rose 22% to Rs 2,950 Cr, though Q4 EBITDA PMT fell to Rs 525 from Rs 749 YoY due to fuel costs.
Capacity expansion of 3.4 MTPA at Salai Banwa and Kalamboli expected to be commissioned in Q1 FY27.
Dividend of Rs 7.5 per share declared; Company maintains a debt-free balance sheet with Rs 918 Cr cash.
Amalgamation with Ambuja Cements is awaiting SEBI NOC, with completion expected in FY27.
👀 What to Watch
Investors should monitor the impact of geopolitical cost pressures on H1 FY27 margins and the progress of the Ambuja merger. The company's debt-free status and upcoming 3.4 MTPA capacity expansion provide a solid foundation for long-term growth despite near-term headwinds.
ACC Q4 Revenue Grows 17.6% to ₹7,054 Cr; Recommends ₹7.50 Dividend
ACC Limited reported a strong 17.6% YoY growth in standalone revenue for Q4 FY26, reaching ₹7,054.06 crore. However, standalone Profit After Tax (PAT) for the quarter fell significantly to ₹248.72 crore from ₹735.39 crore in the previous year, primarily due to higher operating expenses and a sharp increase in tax adjustments. For the full financial year 2025-26, the company recorded a PAT of ₹2,286.78 crore. The board has recommended a dividend of ₹7.50 per share, with a record date set for June 12, 2026.
Key Highlights
Standalone Revenue from Operations rose 17.6% YoY to ₹7,054.06 crore in Q4 FY26.
Standalone PAT for Q4 FY26 declined to ₹248.72 crore compared to ₹735.39 crore in Q4 FY25.
Full-year FY26 Standalone PAT stood at ₹2,286.78 crore vs ₹2,424.56 crore in FY25.
Board recommended a dividend of ₹7.50 per equity share (75% of face value).
Total expenses for the quarter increased to ₹6,744.76 crore, driven by higher material and freight costs.
👀 What to Watch
Investors should focus on the robust top-line growth while monitoring the margin compression caused by rising power, fuel, and freight costs. The dividend offers a steady return, but the volatility in quarterly net profit suggests a 'Watch' on operational efficiency improvements.
Accelya Solutions Q3 FY26 Net Profit Declines 29% YoY to ₹21.38 Crore
Accelya Solutions reported a consolidated revenue of ₹132.89 crore for the quarter ended March 31, 2026, a modest 3.4% growth year-on-year. However, net profit declined significantly by 29.3% to ₹21.38 crore compared to ₹30.25 crore in the same period last year. The decline in profitability is primarily driven by higher operational costs, with total expenses rising to ₹104.96 crore from ₹97.50 crore. The company also noted an exceptional impact of ₹11.72 crore in the nine-month period due to gratuity liability adjustments under new labor codes.
Key Highlights
Consolidated Revenue from Operations grew 3.4% YoY to ₹132.89 crore.
Net Profit for the quarter fell 29.3% YoY to ₹21.38 crore from ₹30.25 crore.
Total Expenses increased by 7.6% YoY to ₹104.96 crore, impacting operating margins.
Earnings Per Share (EPS) dropped to ₹14.32 from ₹20.26 in the corresponding quarter last year.
Exceptional item of ₹11.72 crore recognized in the current nine-month period for gratuity liability under new labor codes.
👀 What to Watch
Investors should exercise caution as the company is facing margin pressure from rising operational expenses despite stable revenue growth. It is important to monitor how the company manages cost structures and the long-term impact of the new labor code liabilities.
