UltraTech Cement Limited has informed the Exchange about Investor Presentation
ULTRACEMCO · price
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UltraTech Cement reported consolidated revenue of ₹21,040 Cr in Q1 FY26, up 13% YoY, with PAT rising to ₹2,226 Cr from ₹1,495 Cr a year ago. Consolidated sales volumes grew 9.7% YoY to 36.83 Mt, including a strong 45% jump in overseas volumes. Operating EBITDA per tonne jumped 37% YoY to ₹1,248, driven by a 14% drop in fuel cost, 8% lower power cost, and 4% reduction in logistics cost, alongside a 2.2% QoQ improvement in grey cement realisation to ₹5,165/Mt. Premium product mix rose to 33.8% (up 41% YoY) and green power share climbed to 39.5%, with clinker conversion improving to 1.49x. Cement demand is expected to recover with 7-8% growth in FY26. The company remains on track to expand domestic grey cement capacity from 183.4 mtpa to 212.2 mtpa by FY27 across 82 locations.
The sharp YoY jump in EBITDA per tonne and double-digit profit growth point to a strong margin recovery story that should be positive for the stock. Continued capacity expansion (28.8 mtpa additions over FY26-FY27) supports long-term growth, but net debt at ₹16,340 Cr remains sizeable and warrants monitoring.