
ACC Limited (ACC.NS)
ValueMarkers Composite Index
87% below intrinsic value ($128)
ACC Limited (ACC.NS) — VMCI valuation read
ACC Limited (ACC.NS) carries a VMCI composite of 61/100, 11 points above the Basic Materials sector median of 50. Among mid-cap names, that gap places ACC.NS in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The ACC.NS insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads ACC.NS trades at 24.0x earnings, 33% above the Basic Materials median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Basic Materials 12.0x. Quality: ROIC of 14.0% sits 4.0pp above the Basic Materials median (10.0%). Risk: net debt to EBITDA of 1.4x leaves covenant headroom, the line to track on ACC Limited's next 10-Q.
ACC.NS rose 2.3% over the trailing 7 days, with a -15.7% read on a 30-day basis.
ACC Limited manufactures and sells cement and ready-mix concrete in India. The company provides ordinary Portland cement; blended cement, including Portland Pozzolana cement, Portland slag cement, and composite cement; gold and silver range of cement; ready mixed concrete value-added products; and bulk cement. It also offers construction chemicals, such as ACC LeakBlock, a polymer-based integral waterproofing compound used in various types of cement mortar, plasters, and concrete; ACC LeakBlock WaterProof Plaster - LB 101, a ready-to-use cementitious waterproof mortar for internal and external plaster applications; and tile adhesives. In addition, the company provides EcoPact, a concrete with lower embodied carbon content for various structural components applications comprising foundations, columns, beams, external or internal walls, driveways, walkways, etc. It distributes its products through a network of dealers, retailers, engineers, and architects. The company was formerly known as The Associated Cement Companies Limited and changed its name to ACC Limited in September 2006. ACC Limited was incorporated in 1936 and is headquartered in Mumbai, India. ACC Limited is a subsidiary of Ambuja Cements Limited.
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