ALFA Finder| Revenue growth | RMC segment revenue ₹7,747 Cr in FY26. |
|---|---|
| Margins | Focused on premium brand positioning and sustainable value creation. |
| Demand visibility | Strong, industry CAGR projected at 7-8% through FY30. |
| Management confidence | High, targeting significant capacity expansion to support India's growth. |
Growth
FY26 revenue reached ₹7,747 Cr for the RMC segment; industry-wide cement demand grew 6.4% in FY26.
Outlook
Targeting 242.5 MTPA capacity by FY28; industry demand expected to reach 620-630 MnT by FY30.
Risks
Under-penetration in the Indian market despite being the second-largest global producer.
Last quarter's promises, checked
Delivered
- Guided 200MT capacity by FY27 → delivered 200MT in Q4FY26 (= BEAT)
- Guided 100% brand migration for ICL/Kesoram → delivered 100% by March 2026 (= BEAT)
- Efficiency program target INR 185/ton → delivered INR 185/ton (= BEAT)
Partly delivered
- Guided INR 1,000/ton EBITDA for ICL → delivered INR 497/ton in Q4FY26 (= PARTIAL)
Earnings Call filed with BSE, NSE: ULTRACEMCO. Summary written with AI assistance from the document.
UltraTech Cement Ltd: key numbers
- Share price
- ₹12,340.00
- Market cap
- ₹3,63,634 Cr
- Revenue (annual)
- ₹88,512 Cr
- Net profit (annual)
- ₹8,166 Cr
- P/E (TTM)
- 41.3×Sector 33.5×
- Promoter holding
- 58.48%-0.85% QoQ
- FII holding
- 12.20%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from UltraTech Cement Ltd
All →UltraTech Cement Other Announcement
UltraTech Cement informed the exchange that its RTA, KFin Technologies, will shift its corporate office address effective 1 December 2026. Shareholders must send correspondence to the new Hyderabad address.
UltraTech Cement Employee Stock Options
UltraTech Cement granted 3,536 stock options, including 3,220 Options and 316 PSUs, under its 2022 Employee Stock Option and Performance Stock Unit Scheme.
UltraTech Cement Price Movement Clarification
UltraTech Cement clarified that the recent material price movement in its shares is market-driven, confirming no undisclosed information or impending announcements triggered the movement.
UltraTech Cement Debt & Borrowing: ₹460.5 Cr
UltraTech Cement approved a corporate guarantee of up to USD 55 million (approx. ₹460.5 Crore) for UHG Holdings IFSC Private Limited to support its business operations.
- Value
- ₹460.5 Cr
UltraTech Cement Investor Presentation: Key Takeaways
UltraTech reports robust Q2FY27 performance with consolidated revenue of Rs. 23,024 Cr (+18.9% YoY) and PAT of Rs. 1,501 Cr (+21.3% YoY). The company focus remains on aggressive capacity expansion and cost control.
UltraTech Cement Debt & Borrowing: ₹522.5 Cr
UltraTech Cement's board approved a USD 55 mn (₹522.5 Cr) corporate guarantee for associate UHG Holdings IFSC. The contingent liability supports UHG Holdings' business loan.
- Value
- ₹522.5 Cr