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Investor Presentation

UltraTech Cement Investor Presentation: Key Takeaways

UltraTech Cement reported record Q1 FY27 results with domestic volume growth of 13.1% and EBITDA of INR 5,146 crores. Management highlighted successful brand integration of acquired assets and robust infrastructure demand.

Highlights
Revenue growth16% YoY growth reported for Q1 FY27.
MarginsOperating EBITDA per ton steady above INR 1,200 despite cost shocks.
Demand visibilityStrong pipeline across infrastructure, housing, urban real estate, and government projects.
Management confidenceHigh; citing brand trust, market share gains, and structural cost advantages.

Growth

Revenues grew 16%, EBITDA rose 12%, and PAT increased 17.2% to INR 2,604 crores YoY.

Outlook

Targeting double-digit volume growth for FY27; capacity to reach 212.7MT by FY27 and 235MT by FY28.

Risks

Near-term headwinds include elevated fuel costs, West Asia crisis volatility, and seasonal monsoon slowdown impacting costs.

Last quarter's promises, checked

Delivered

  • Reach 200MT capacity by FY26 → delivered 200MT (= BEAT)
  • 100% brand migration for ICL/Kesoram by March '26 → delivered 100% (= BEAT)
  • Efficiency program target INR 185/ton → delivered INR 185/ton (= BEAT)

Partly delivered

  • Target 7-8% volume growth → delivered 13.1% in current Q1 (= BEAT)
  • Clinker ratio target 1.54x → current 1.48x (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ULTRACEMCO. Summary written with AI assistance from the document.

Read 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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