UltraTech Cement Limited — PPTs, 28-04-2025: Investor Presentation

**Financial Highlights:** For Q4 FY25, UltraTech Cement reported consolidated revenues of ₹22,788 Cr, reflecting a 14% YoY growth, with domestic grey cement sales increasing by 7% to ₹18,347 Cr. Operating EBITDA stood at ₹4,721 Cr, up 11% YoY, while PAT was ₹2,482 Cr, marking a 10% YoY increase. The average grey cement realization improved by 1.6% QoQ to ₹5,052 per MT. Significant cost efficiencies were achieved, with a 5% YoY decline in logistics costs and a 16% reduction in fuel costs.

**Strategic Initiatives and Growth Drivers:** UltraTech continues to expand its operational footprint with new capacities, including Kukurdih Cement Works in Chhattisgarh. The company targets a total capex of ₹1,500 Cr over the next two years, focusing on energy efficiency and green power projects, with a green power mix reaching 35.7%.

**Business Developments:** The company achieved a 17% YoY sales volume growth, supported by its extensive UBS outlet network, now at 4,615.

**Market Position and Competitive Advantage:** UltraTech retains a strong market position, aided by diverse projects in regions like Maharashtra and sustained housing demand across India.

**Investor Implications:** The positive growth trajectory, coupled with efficient cost management and strategic investments, suggests a promising outlook for UltraTech, making it a stock to watch closely.