ftInvstr
ACL · Basic Materials ₹43.59 -0.71% Mkt Cap ₹398 Cr

ACL

Basic Materials Building Materials
₹43.59
-0.71% today · 30d -8.9%
as of 2026-09-04
Price · Daily Candles
“ACL's Q4 revenue surges +73%, yet promoter stake dips 15% amid significant annual loss.”
ACL reported a strong Q4 revenue of ₹155 Cr, a 73.07% YoY increase, significantly outpacing its prior year performance. Despite this quarterly growth, the company recorded an annual net loss of ₹-67 Cr as of March 2026. Promoter holding also saw a notable decrease of 15% QoQ to 75.0% by March 2026, shifting approximately ₹77.1 Cr worth of shares to public hands.
BULL CASE
+ACL demonstrated robust quarterly performance with Q4 revenue up 73.07% YoY to ₹155 Cr.
+The 5-year revenue CAGR stands at an impressive 209.82%, indicating strong historical top-line expansion.
+Quarterly operating profit margin (OPM) improved by 16.46% YoY, reaching 10.16% in Q4 2026.
+The stock is trading 48.86% off its 52-week high of ₹109.99, suggesting potential for upside if performance improves.
+ML predictions show strong potential for 'growth_h2' in ebit (0.027) over the next two years.
BEAR CASE
The company reported a significant annual net loss of ₹-67 Cr for the fiscal year ending March 2026.
Promoter shareholding decreased by 15.0% QoQ, moving from 90.0% to 75.0% as of March 31, 2026.
ACL remains free cash flow negative at -48.91% of market cap (-₹251 Cr), indicating cash burn.
The stock has seen a 6-month return of -25.66%, significantly underperforming in the near term.
ML predictions for FCF growth across all horizons (recent, rolling, stable) are weak, with ranks below 0.3.
⟳ What Changed
₹ Latest Earnings · Q ending 2026-06-30
REVENUE
₹142 Cr
+42.84% YoY
NET PROFIT
₹-36 Cr
OPM
3.44%
-4.21pp YoY
EPS
₹-3.9
Intrinsic value · DCF: N/A — Company is currently free-cash-flow negative (-63.2% of mktcap). DCF assumes a going concern generating positive cash flow; a meaningful intrinsic value can only be computed once FCF turns positive. Use the Strategy Fit and ML sections instead.
◇ Sector Position
ACL, with no defined PE, lags peers like Ambuja Cement (PE 23.63, ROCE 12.84%) and Shree Cement (PE 52.11, ROCE 19.92%) in valuation and profitability metrics.
PEERPEROCE %
ACL
ULTRACEMCO41.8713.03
GRASIM57.927.59
AMBUJACEM23.6312.84
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒

9 ML-predicted forward-growth ranks across sales, EBIT, and FCF.

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39
SCORE / 100
Overall
6-axis composite of the sections below.
Performance UNDERPERFORMER 5
Valuation
Growth STRONG 70
Profitability AVERAGE 30
Technicals BEARISH 18
Risk LOW 70
Key Stats
P/B
6.37
52W HIGH
₹109.99
OFF HIGH
-60.37%
MKT CAP
₹398 Cr
◉ Active Signals
MACDBearish-0.0171
RSI(14)Bullish27.8
Near 52W LowBearish7.63
⧉ Strategy Fit 🔒

See which of ftInvstr's 50+ strategies hold ACL and at what entry.

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