Question 1

What are the key takeaways from UltraTech Cement Limited?

Accepted Answer

UltraTech Q4 FY26: Revenue ₹25,799.47 Cr (vs ₹23,063.32 Cr YoY), PAT ₹3,000.02 Cr (vs ₹2,474.79 Cr YoY) In Q4 FY26 UltraTech reported consolidated Revenue from Operations of ₹25,799.47 Cr and Consolidated Net Profit (after tax) of ₹3,000.02 Cr, both up versus Q4 FY25; PBIDT for the quarter was reported at ₹5,688 Cr. India grey cement volumes in Q4 FY26 rose to 42.41 MT, up 9.3% YoY, supporting higher operating leverage and an operating margin of 22% (up 200 bps YoY). The Board has recommended a…

Question 2

What were UltraTech Cement Limited's key financial metrics?

Accepted Answer

Revenue from Operations (Consolidated) Q4 FY26: ₹25,799.47 Cr (vs ₹23,063.32 Cr in Q4 FY25); Net Profit (Consolidated) Q4 FY26: ₹3,000.02 Cr (vs ₹2,474.79 Cr in Q4 FY25); PBIDT (Consolidated) Q4 FY26: ₹5,688 Cr (vs ₹4,721 Cr in Q4 FY25); Operating Margin (Consolidated) Q4 FY26: 22% (Operating margin) (vs 20% in Q4 FY25)

Question 3

What were the highlights of UltraTech Cement Limited?

Accepted Answer

Q4 FY26 consolidated Revenue from Operations was ₹25,799.47 Cr driven by strong domestic volumes and integration of acquired assets Q4 FY26 consolidated Net Profit was ₹3,000.02 Cr reflecting PBIDT strength (₹5,688 Cr) and an operating margin of 22% which improved 200 bps YoY due to operating leverage India grey cement sales volumes for Q4 FY26 were 42.41 MT, a 9.3% YoY increase that lifted capacity utilisation to c.89% in the quarter Operating PBIDT per tonne in Q4 FY26 was reported at ₹1,253…

Question 4

What is the outlook or guidance for UltraTech Cement Limited?

Accepted Answer

The Company disclosed a capital commitment of over ₹16,000 Cr over the next three years to expand consolidated capacity to over 240 MTPA UltraTech reported FY26 capex of ₹9,600 Cr and signalled ongoing investment in growth projects while expecting operating cash flows to fund capex and dividends Management highlighted confidence in commissioning the new Cables and Wires business by Q3 FY27, indicating diversification beyond cement

Question 5

What are the key risks or concerns for UltraTech Cement Limited?

Accepted Answer

Outstanding CCI matters: Company has deposited ₹180.43 Cr (10% of penalty) and investigations/litigation remain unresolved which could lead to material cash outflow if appeals fail Geopolitical tensions and input cost volatility were cited as pressures on fuel, packaging, diesel and ocean freight which could compress margins if sustained Large near-term capex commitment of over ₹16,000 Cr increases execution and funding risk despite reported Net Debt-to-EBITDA of 0.94x

UltraTech Cement Limited

Quarterly Results 16

Annual Reports 15

Concalls 44

UltraTech Cement Limited

Quarterly Results 16

Annual Reports 15

Concalls 44