Sustained pricing pressure
Despite recent price hikes, industry profitability remains low; if demand recovery falters, prices could remain depressed.
ULTRACEMCO / Q2-FY25 / risks
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Ultracemco · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Delays in capacity additions
Industry-wide capacity additions of 30 MTPA per year face execution delays, which could impact supply-demand balance.
Global fuel cost volatility
Management noted that petcoke sellers are holding inventory, suggesting potential price increases; ocean freight costs could also rise.
Regulatory delays in acquisitions
CCI approval for India Cements and NCLT approval for Kesoram are pending; any delay could push closure beyond current fiscal.