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Earnings Call

UltraTech Cement Earnings Call: Key Takeaways

UltraTech Cement Q4FY26 results show record EBITDA and PAT, driven by 12% revenue growth and operational efficiencies in power and logistics.

Highlights
Revenue growth11.8% YoY for Q4FY26; 16.6% for FY26.
MarginsOperating EBITDA/t at Rs. 1,253; efficiency gains of Rs. 93/t.
Demand visibilitySteady growth in rural and infrastructure; major Maharashtra and South projects.

Growth

Q4FY26 revenue up 11.8% YoY to Rs. 25,467 Cr; EBITDA grew 20% YoY; PAT grew 21% YoY.

Outlook

Aggressive expansion to 242.5 MTPA by FY28; 15.9 MTPA addition planned for FY27.

Risks

West Asia conflict volatility impacting fuel and diesel costs; muted Gujarat demand due to project delays.

Source

Earnings Call filed with NSE, NSE: ULTRACEMCO. Summary written with AI assistance from the document.

Read the document ↗

UltraTech Cement Ltd: key numbers

Share price
₹11,155.00
Market cap
₹3,28,715 Cr
Revenue (annual)
₹88,512 Cr
Net profit (annual)
₹8,166 Cr
P/E (TTM)
38.5×Sector 33.0×
Promoter holding
59.33%+0.00% QoQ
FII holding
12.36%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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