UltraTech Cement

UltraTech Cement delivered a strong Q4 FY26, with consolidated sales volumes crossing 44 million tonsCurrent 44 million tons. Reported change: +19% YoY (UltraTech brand). and PAT of ₹3,000 croreCurrent reported value: ₹3,000 crore. No comparable prior figure is available in the source record. for the quarter. The company achieved 200 million tonsCurrent 200 million tons. Reported change: +33% vs 150M tons. of cement production capacity, a full year ahead of target, driven by disciplined organic growth and timely acquisitions. Brand migration for India Cements and Kesam was completed a quarter early, with India Cements' EBITDA per ton improving sequentially to ₹497Current reported value: ₹497. No comparable prior figure is available in the source record.. Management guided for sustainable volume growth of 7-8%Current reported value: 7-8%. No comparable prior figure is available in the source record. and double-digit growth in FY27, with annual capex of ₹8,000-10,000 crore. Key risks include West Asia conflict-driven cost inflation (bags, fuel, forex) and potential demand slowdown from rising input costs across building materials.