What was UltraTech Cement's revenue in Q4 FY26?

UltraTech Cement reported revenue of ₹25,799 Cr in Q4 FY26, a — change year-over-year.

Did UltraTech Cement management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

UltraTech Cement Q4 FY26 Research Workspace: Revenue ₹25,799 Cr (—)

Q: What guidance did UltraTech Cement management give?

Volume growth of 7-8% sustainable, double-digit in FY27: Management expects sustainable volume growth of 7-8% per annum, with FY27 targeting double-digit growth driven by structural demand.

Revenue ₹25,799 Cr

EBITDA —

PAT ₹3,000 Cr

EBITDA Margin —

Duration 68 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

UltraTech Cement delivered a strong Q4 FY26, with consolidated sales volumes crossing 44 million tons and PAT of ₹3,000 crore for the quarter. The company achieved 200 million 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 ₹497. Management guided for sustainable volume growth of 7-8% 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.

Risks4 trackedTranscriptfull text

Research workspace

Focused Modules

!Risks 4 risks

Risk Intelligence

West Asia conflict driving input cost inflation

View Risks →

≡Transcript Full text

Call Transcript

Full transcript text is available on this route.

Read Transcript →

Quarter Snapshot

Cement production capacity 200M tons

+33% vs 150M tons

First company outside China to achieve 200M tons in a single country.

Sales volume (Q4) 44M tons

+19% YoY (UltraTech brand)

Record quarterly volume driven by strong demand and brand migration.

EBITDA per ton (India, excl. acquired assets) ₹1,296

+5.8% YoY

Improved from ₹1,225 in Q4 FY25, driven by cost efficiencies and premiumization.

Green energy share of power needs 43%

+5pp YoY

On track to reach 85% by FY30, reducing exposure to fuel price volatility.

Fast read

Guidance and risk preview

Top guidance Volume growth of 7-8% sustainable, double-digit in FY27

Management expects sustainable volume growth of 7-8% per annum, with FY27 targeting double-digit growth driven by structural demand.

Top risk West Asia conflict driving input cost inflation

Rising fuel, bag, and freight costs due to the conflict could pressure margins; management noted a ₹90 crore impact on bags in March alone.