Announced Thu, 23 Jul · 18:39 IST
UltraTech Q1 FY27 Earnings Call: 13% Volume Growth, Record EBITDA
Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF
ULTRACEMCO · price
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Price reaction · full curve 14 horizons · vs prior close
-0.0%1-day move
₹11896.00
prior close
₹11750.00
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AI summary
UltraTech posted its highest ever Q1 with 13.1% domestic volume growth, 81% capacity utilization, EBITDA of INR 5,146 crores (up 12%), PAT of INR 2,604 crores (up 17%). Revenue grew 16%, EBITDA per ton held above INR 1,200. Net debt to EBITDA at 0.87x. INR 17,000 crores capex over 2-2.5 years to reach 242 million tons. India Cements turnaround visible. Q2 cost to rise INR 130-140 per ton. Targeting INR 1,400 per ton EBITDA by Q4 FY28.
Likely market impact
Strongest ever Q1 performance, double-digit volume growth, debt reduction on track, but near-term Q2 cost pressure visible.