| 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
- ₹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.
More from UltraTech Cement Ltd
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- Value
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UltraTech Cement Management Change
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