ALFA Finder| Revenue growth | 16.3% YoY |
|---|---|
| Margins | Operating EBITDA/t at Rs. 1,214, up Rs. 16/t YoY |
| Demand visibility | Positive, except in East region |
| Management confidence | High |
Growth
Consolidated Revenue rose 16.3% YoY to Rs. 24,465 Cr; PAT increased 17.2% to Rs. 2,604 Cr.
Outlook
Targeting 242.5 MTPA capacity by FY28; Wires and Cables segment launch planned for Q3FY27.
Risks
Subdued infrastructure demand in the East region due to material unavailability and labor shortages.
Last quarter's promises, checked
Delivered
- Guided 200 MTPA capacity by Q4FY26 → delivered 200 MTPA (= BEAT)
- Guided 100% brand migration for ICL/Kesoram by Q4FY26 → delivered 100% (= BEAT)
- Guided efficiency improvement of INR 185/t → delivered INR 185/t (= BEAT)
Partly delivered
- Guided Q3FY27 launch for Wires and Cables → launch remains planned for Q3FY27 (= PARTIAL)
Earnings Call filed with NSE, 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
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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
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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