Potential oversupply in northern markets
Multiple peers (JK, Dalmia, JSW) are also expanding in the North, which could lead to pricing pressure.
ULTRACEMCO / Q2-FY26 / 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
medium
One-off cost impact may not fully reverse
Management expects ~INR 100/ton reversal in Q3, but some costs (e.g., maintenance) may persist at lower levels.
Fuel cost volatility from petcoke
Petcoke prices have moved up; though management expects no net inflation, spot purchases could increase costs.