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Informist, Monday, Apr. 27, 2026

 

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--UltraTech Cement Jan-Mar consol net profit INR 29.83 bln 
--Analysts saw UltraTech Jan-Mar consol net profit at INR 27.91 bln 
--UltraTech Cement Jan-Mar consol revenue INR 257.99 bln 
--UltraTech Jan-Mar consol net profit INR 29.83 bln vs INR 24.82 bln yr ago 
--UltraTech Jan-Mar consol revenue INR 257.99 bln vs INR 230.63 bln year ago 
--UltraTech Cement to pay INR 240 per share dividend 
--UltraTech FY26 consol net profit INR 81.66 bln vs INR 60.39 bln yr ago 
--UltraTech FY26 consol revenue INR 885.12 bln vs INR 759.55 bln year ago 
--UltraTech Jan-Mar consol EBITDA INR 56.88 bln vs INR 47.21 bln year ago 
--UltraTech Jan-Mar operating EBITDA/tn INR 1,253, up 11% on yr 
--UltraTech Jan-Mar domestic gray cement sales volume up 9.3% on year 
--UltraTech Jan-Mar consol sales volume 44.71 mln  tn, up 9% on year 
--UltraTech Jan-Mar domestic grey cement revenue INR 211.48 bln, up 15.3% YoY 
--UltraTech Jan-Mar grey cement logistics cost INR 1,154/tn, down 2% on yr 
--UltraTech Jan-Mar grey cement power cost INR 325/tn, down 9% on yr 
--UltraTech Jan-Mar grey cement raw material cost INR 658/tn, up 6% on yr 
--UltraTech sees FY27 India grey cement capacity at 207.3 mtpa 
--UltraTech sees FY28 India grey cement capacity at 237.1 mtpa 
--UltraTech Jan-Mar ready mix concrete sales INR 22.62 bln, up 24.4% YoY 
--UltraTech Jan-Mar India white cement sales INR 8 bln, up 14.9% YoY 
--UltraTech Jan-Mar revenue from overseas INR 11.34 bln, up 21.5% on yr 
--UltraTech Jan-Mar India Cements revenue INR 12.11 bln, up 0.9% on yr 
--UltraTech Jan-Mar India grey cement sales realisation INR 5,034/tn 
--UltraTech Jan-Mar India grey cement sales realisation up 2.3% on qtr 
--UltraTech: Expect to add capacity of 15.9 mtpa in FY27 
--UltraTech: Expect to add capacity of 29.8 mtpa in FY28

 

By Astha Oriel

 

NEW DELHI – UltraTech Cement Ltd. Monday reported a low double-digit year-on-year growth in its top line for the March quarter, falling short of analysts' consensus estimate. The company's bottom line, however, rose slightly more than the top line to comfortably surpass the Street view as the total expenses grew slower than revenue. This, however, was the slowest year-on-year growth in the company's net profit in four quarters.

 

UltraTech's consolidated net profit for the March quarter was INR 29.83 billion, up more than 20% on year and nearly 73% sequentially. Analysts had expected the net profit to be INR 27.91 billion.

The consolidated net sales of the cement manufacturer were INR 257.99 billion, up nearly 12% on year and over 18% sequentially. This is the slowest year-on-year revenue increase for the company in five quarters. Analysts had expected the net sales to be INR 260.13 billion.

 

The company's total expenses for the March quarter grew more than 9% on year to INR 218.94 billion. The freight and forwarding cost accounted for nearly 26% of the total expenses, rising almost 9% on year to INR 56.35 billion. The expense for power and fuel was up nearly 4% on year to INR 54.16 billion, and accounted for nearly 25% of the total expenses. The power and fuel cost witnessed the slowest year-on-year growth in three quarters. The cost of materials consumed grew more than 15% on year to INR 40.74 billion and accounted for nearly 19% of the total expenses. The cost of raw materials consumed grew the slowest in five quarters.

 

For grey cement, the cement major's raw material costs were up 6% on year at INR 658 per tonne. Its logistics costs in the category declined 2% on year to INR 1,154 per tonne. The fuel cost for the segment declined 1% on year to INR 874 per tonne and the power cost was down 9% on year at INR 325 per tonne. The company's domestic grey cement sales realisation was largely unchanged on year at INR 5,034 per tonne. Sequentially, the domestic grey cement sales realisation grew 2.3%.

 

The company's consolidated sales volume for the March quarter was 44.71 million tonnes, up 9% on year. Within this, domestic grey cement volume grew over 9% on year to 42.41 million tonnes. UltraTech's consolidated domestic revenue from grey cement was up more than 15% on year at INR 211.48 billion. The revenue from domestic white cement grew nearly 15% on year to INR 8 billion. The revenue from ready-mix cement grew more than 24% on year to INR 22.62 billion.

 

The company's consolidated earnings before interest, tax, depreciation, and amortisation for the March quarter were INR 56.88 bln, up 20% on year. Its operating EBITDA was INR 1,253 per tonne.

 

UltraTech's net debt at the end of March was INR 166.20 billion, as against INR 176.69 billion a year ago. For the financial year 2025-26 (Apr-Mar), its consolidated net profit was INR 81.66 billion, up sharply from INR 60.39 billion for FY25. The company's consolidated revenue for FY26 was INR 885.12 billion, also up from INR 759.55 billion for FY25. Its FY26 consolidated sales volume was 154.25 million tonnes, up nearly 9%. The company's domestic grey cement sales realisation grew 1.5% on year to INR 5,047 per tonne.

 

In FY27, UltraTech expects its domestic grey cement capacity to reach 207.3 million tonnes per annum, rising further to 237.1 million tonnes per annum in FY28. The company plans to add capacity of 15.9 million tonnes in FY27 and 29.8 million tonnes in FY28.

 

For its wires and cables business, the company had approved an investment of INR 18 billion and till March it has spent INR 7.64 billion. The company announced a dividend of INR 240 per share for FY26. Monday, its shares closed largely unchanged at INR 12,010 on the National Stock Exchange.  End

 

Edited by Rajeev Pai

 

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