India Cements Earnings Call Transcript: Key Takeaways
UltraTech Q2 FY27 (transcript filed under India Cements cover letter): volume +13.8%, profit +21% YoY; spot prices ~5% above Q2 average; H2 cost pressure persists.
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UltraTech Q2 FY27 (transcript filed under India Cements cover letter): volume +13.8%, profit +21% YoY; spot prices ~5% above Q2 average; H2 cost pressure persists.
India Cements (UltraTech subsidiary) reported strong Q2FY27 performance with EBITDA rising 34% YoY to Rs. 148 Cr, driven by operational efficiencies and volume growth.
UltraTech Cement reports record Q1 performance with 16% revenue growth and 17.2% PAT increase. Management highlights successful brand conversion of Kesoram and India Cements assets to the UltraTech brand.
Crisil Intelligence presentation projects industry-wide volume growth for Q4FY26, with UltraTech and Ambuja leading in scale and capacity expansion.