The India Cements Limited — Investor Meet, 02-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

UltraTech crushed Q4 FY26, hitting over 4.4 Cr tons sales volume & 19% brand growth! EBITDA per ton reached ₹1,253. India Cements saw ₹60 Cr PAT & ₹497/ton EBITDA, showing sequential gains. Milestone alert: crossed 20 Cr tons capacity in India, first outside China & a year early! Planning 3.7 Cr more by FY28. Despite global headwinds, strong India growth, green energy push (43% power from green), & efficiency drives are key. 100% brand migration for India Cements & Kesoram done. Proposed ₹240/share dividend signals strong confidence & commitment to shareholder returns. Future looks solid with ₹8,000-10,000 Cr annual capex.