ULTRACEMCONSEUltraTech Cement Limited· Cement And Cement ProductsMinimalNeutral
Announced Tue, 22 Jul · 16:18 IST

UltraTech Cement Limited has informed the Exchange about Copy of Newspaper Publication

ULTRACEMCO · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

UltraTech Cement filed its Q1 FY26 (quarter ended 30 June 2025) unaudited consolidated results as a newspaper advertisement under SEBI LODR Regulation 47. Total income from operations rose to Rs 21,455.68 crore from Rs 18,987.06 crore a year ago (restated). Net profit after tax jumped to Rs 2,220.91 crore from Rs 1,493.45 crore, a ~49% YoY increase, while basic EPS climbed to Rs 75.67 from Rs 50.81. The results include the impact of the Kesoram Industries cement business merger (effective 1 March 2025), the Wonder WallCare acquisition completed 29 May 2025 for Rs 234.43 crore, and consolidated India Cements (81.49% stake) and RAKWCT (66.34% stake). The board approved the results on 21 July 2025.

Likely market impact

Strong profit growth driven by acquisitions (Kesoram, India Cements, Wonder WallCare, RAKWCT) should be positive for shareholders, though year-on-year comparisons are not strictly like-for-like due to multiple inorganic additions. Investors should also note ongoing legal exposures: Rs 1,804 crore CCI penalty appeal, West Bengal incentive scheme challenge, and pending JAL preference share arbitration.