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.
UltraTech reached 200MT cement capacity in Q4 FY26, reporting consolidated sales of 44MT. Integration of India Cements and Kesoram is ahead of schedule.
India Cements Q4 FY26 shows recovery with consolidated EBITDA of ₹179Cr and PAT of ₹70Cr. Strategy focuses on brand migration, operational efficiency, and a major green power scale-up.