UltraTech Cement — Q2 FY25
UltraTech Cement reported a weak Q2 FY25 with capacity utilization at 68% and volume growth of only 3%, impacted by election slowdown and extended monsoons.
bearish
medium
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q1 FY25
Normalized other expenses at ~₹675/ton from Q2
Other expenses per ton should normalize to ~₹675 from ₹755 in Q1, as one-time marketing spends subside.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
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