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Earnings Call

UltraTech Cement Earnings Call: Key Takeaways

UltraTech reached a 200 MTPA capacity milestone in FY26, a year ahead of schedule. Q4 results show strong EBITDA/ton growth despite West Asian geopolitical headwinds impacting input costs.

Why this was an Alfa AlertNot a filter event. Results and capacity targets were described as being achieved 'ahead of schedule' or 'on track', without specific quantified beats against a prior guided primary metric range.
Highlights
MarginsEBITDA/ton improved YoY; focusing on premiumization and green energy cost efficiencies.
Demand visibilityStrong; infrastructure execution and PMAY housing program driving sustained consumption.
Management confidenceHigh; citing 200 MTPA milestone and robust structural domestic demand.

Growth

FY26 consolidated sales volume crossed 44 million tons; brand grew 19% YoY. Q4 EBITDA per ton achieved INR 1,253.

Outlook

Targeting 242.5 MTPA by FY28. Annual capex guided at INR 8,000–10,000 crores. Target double-digit volume growth for FY27.

Risks

West Asia conflict causing volatile fuel costs, currency devaluation (INR 94.85/USD), and a INR 90cr spike in packaging costs.

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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