UltraTech Cement — Q3 FY25
UltraTech delivered a strong operational quarter with EBITDA per ton of INR 964, up over 30% QoQ, driven by price recovery and cost efficiencies.
bullish
high
✓ 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.
Q2 FY25
H2 volume growth expected to be double-digit
Management expects UltraTech to deliver double-digit volume growth in H2 FY25, driven by rural demand and infrastructure pick-up.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY25
Capacity to reach 157 MTPA by March 2025
UltraTech will commission 8 MTPA in H2, taking total capacity to 157 MTPA by end of FY25.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY25
Kesoram acquisition to close in Q4 FY25
NCLT hearings scheduled for Oct 25 and Nov 12; transaction expected to conclude by Q4 FY25.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1