| 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
- ₹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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