Image Source : IndiaMART
UltraTech Cement has delivered a robust Q1 FY26 performance, beating analyst expectations on both revenue and profit while expanding its grey cement capacity by 3.5 million tonnes per annum. The company’s strategic investments and operational efficiency continue to reinforce its leadership in India’s cement sector.
Key Highlights From the Quarterly Results
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Consolidated revenue from operations reached ₹212.75 billion, exceeding the IBES estimate of ₹200.12 billion
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Profit after tax stood at ₹22.26 billion, ahead of the projected ₹21.56 billion
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EBITDA margins remained stable, supported by cost optimization and strong demand across infrastructure and housing segments
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The company added 3.5 MTPA of grey cement capacity during the quarter, bringing its domestic total to 186.86 MTPA and global capacity to 192.26 MTPA
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Recent expansions include a second grinding mill at the Maihar unit in Madhya Pradesh, commissioned in June 2025
Strategic Focus and Growth Outlook
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UltraTech continues to invest in green cement, waste heat recovery systems, and alternative fuels to meet sustainability goals
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The company is leveraging AI and IoT to streamline logistics and enhance supply chain efficiency
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Rural and Tier 2 market penetration remains a key growth driver, alongside export demand from Middle East and African markets
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With infrastructure spending expected to rise and monsoonled demand picking up, UltraTech is wellpositioned for continued momentum
Sources: Economic Times, Moneycontrol, Business Standard, Reuters India, UltraTech Cement Investor Relations Portal, BloombergQuint
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