| Revenue growth | RMC revenue ₹7,747 Cr in FY26. |
|---|---|
| Margins | Strong manufacturing capability with control over supply chain. |
| Demand visibility | Positive long-term demand driven by housing and infrastructure. |
| Management confidence | Strong; leading Indian RMC manufacturer and top-tier global cement company. |
Growth
FY26 RMC revenue at ₹7,747 Cr; Grey cement capacity reached 205.5 MTPA in May 2026.
Outlook
Targeting 242.5 MTPA capacity by FY28. FY30 industry demand projected to cross 620 MTPA.
Risks
Underpenetrated per capita consumption in India compared to global averages; reliance on infrastructure/housing demand.
Last quarter's promises, checked
Delivered
- Guided 200 MTPA capacity by FY27 → delivered 205.5 MTPA in May 2026 (= BEAT)
- Guided 100% brand migration for acquisitions by March '26 → delivered 100% (= BEAT)
- Guided INR 185/ton efficiency savings → delivered INR 185/ton (= BEAT)
Partly delivered
- Guided INR 1,000/ton EBITDA for India Cements → delivered INR 497/ton (on track for FY28) (= 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
All →UltraTech Cement Production Started
UltraTech Cement has commissioned 4.6 mtpa of new cement capacity, augmenting its total domestic manufacturing capacity to 204.7 mtpa.
- cement manufacturing capacity
- 4.6 mtpa
UltraTech Cement Price Movement Clarification
UltraTech Cement stated that observed material price movement is purely market-driven. The company confirms no pending announcements or information could have triggered this price volatility.
UltraTech Cement Debt & Borrowing: ₹100 Cr
UltraTech Cement has redeemed Commercial Paper worth ₹100 Crore upon its maturity on 15th September 2026.
- Value
- ₹100.0 Cr
UltraTech Cement Price Movement Clarification
UltraTech Cement clarified that the recent material movement in its share price is purely market-driven, with no undisclosed events or information triggering the change.
UltraTech Cement Annual General Meeting
UltraTech Cement issued a postal ballot notice for re-appointment of Vivek Agrawal as WTD and CMO for two years. E-voting runs 12 Sep to 11 Oct 2026.
UltraTech Cement Management Change
UltraTech Cement appointed Ashish Chandra as Chief Manufacturing Officer (Designate) w.e.f. 16 Sept 2026. Outgoing CMO Raj Narayanan will relinquish the role on 31 March 2027.