The report says ACC has been upgraded to BUY from ADD with TP cut to INR 1,800 from INR 2,010, as its valuation is now linked to Ambuja on the finalised share swap ratio.
Read this note →ACC Limited
NSE ACC BSE 500410 INE012A01025
0 filings · 0 analysed
1,234.90
-8.53%
over 6 months
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Cement Q2FY27 Results Preview HSIE
The report says ACC has been upgraded to BUY from ADD with TP cut to INR 1,800 from INR 2,010, as its valuation is now linked to Ambuja on the finalised share swap ratio.
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Ambuja Cement Update Oct26 HSIE
The report says ACC, a listed subsidiary, is to be merged into Ambuja within the next two quarters with most approvals in place, contributing to ~14% equity dilution by FY27-end.
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The report states ACC has commissioned a 2.4 MTPA grinding unit in Uttar Pradesh and added 1 MTPA blending capacity in Maharashtra, taking combined capacity to 3.4 MTPA, viewed positively.
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing. Solid markers sit on the exchange's own timestamp.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities (HSIE Research) | 08 Oct 2026, 16:58 | long | 1,130.10 | 1,800.00 | 1,236.20 | 16% | open by 2027-10-08 |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The report says ACC, a listed subsidiary, is to be merged into Ambuja within the next two quarters with most approvals in place, contributing to ~14% equity dilution by FY27-end.
Read this note →The report states ACC has commissioned a 2.4 MTPA grinding unit in Uttar Pradesh and added 1 MTPA blending capacity in Maharashtra, taking combined capacity to 3.4 MTPA, viewed positively.
Read this note →Announcement timeline
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