Q2-FY24 · Q1 FY24
Capacity expansion to 135.25 million tons by FY24 end
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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ULTRACEMCO / Q2-FY24 / promises
Measure what management said.
Ultracemco · A quarter-by-quarter view of forward statements and whether delivery is visible yet.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Management delivery ledger
Promises over time.
Q2-FY25 · Q1 FY25
Normalized other expenses at ~₹675/ton from Q2
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q2-FY26 · Q1 FY26
Double-digit volume growth in FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Third phase of ~20 MTPA expansion to be announced by end of calendar 2023
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY24 · Q2 FY24
Fuel inventory to normalize to 45 days by March 2024
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
H2 volume growth expected to be double-digit
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Capacity to reach 157 MTPA by March 2025
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY25 · Q2 FY25
Kesoram acquisition to close in Q4 FY25
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q3-FY26 · Q2 FY26
Capacity target of 200 MTPA by FY26 end
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Q4 utilization to cross 80%-85%
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY24 · Q3 FY24
Fuel cost reduction of 6%-8% over two quarters
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY25 · Q3 FY25
Fuel cost to decline to ~INR 1.7/kcal
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Q4 FY26 capacity addition of 8-9 million tons
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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Q4-FY26 · Q3 FY26
Net debt/EBITDA to reach 0.89x by end of FY26
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
missed
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