UltraTech Cement Limited — PPTs, 24-01-2026: Investor Presentation

UltraTech Cement delivered a strong Q3 FY26 performance. Domestic grey cement volumes grew 15.4% year-on-year, leading to consolidated sales volumes of 38.87 Mnt. Consolidated revenue increased 22.5% YoY to Rs 21,506 Cr. Profitability surged, with EBITDA rising 29% YoY to Rs 4,051 Cr and normalized PAT up 32% YoY to Rs 1,792 Cr, after accounting for a one-time adjustment. Operating EBITDA per tonne improved by Rs 140 YoY to Rs 1,051.

Growth was fueled by robust demand in housing and infrastructure across regions, supported by positive macro trends including projected ~7.4% GDP growth. The company achieved cost efficiencies, with logistics, fuel, and power costs declining YoY, significantly aided by a 42.1% green power mix, up 34% YoY.

Recent developments include commissioning 1.8 mtpa of new capacity and becoming the largest cement supplier for the Bhopal Metro Line. Strategic focus on expanding its Ready Mix Concrete (RMC) network and Universal Building Solutions (UBS) outlets continues to enhance market reach.

With strong financial metrics and continued investments in green power and operational efficiencies, the company is well-positioned for future growth amidst favorable market conditions.