Cost inflation from global factors
West Asia war led to packaging cost spikes and fuel cost increases, adding ~₹250/tonne in Q4; further escalation could derail cost reduction targets.
ACC / Q4-FY26 / risks
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ACC · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
Soft demand limiting price hikes
Management noted demand is soft and price increases of only ₹10-15/bag have been achieved, insufficient to offset cost inflation.
Execution delays in efficiency capex
Management admitted 3-6 month delays in efficiency projects, which could push cost savings beyond FY27.
Acquired asset underperformance
Sanghi and Penna plants have low utilization (57% and 46%) and higher maintenance costs, impacting overall margins.