UltraTech Cement has released its investor presentation for the quarter ended September 30, 2026. The document showcases strong operational performance, including a 12.9% YoY growth in consolidated sales volume and a 16.0% YoY increase in Grey Cement (Domestic) revenues. The presentation also details significant capacity expansion plans, with a planned addition of 16.3 mtpa in FY27 and 29.8 mtpa in FY28, underscoring the company’s strategic focus on growth and market leadership.
UltraTech Cement Reports Strong Q2 FY27 Performance
UltraTech Cement Limited has presented its performance highlights for the quarter ending September 30, 2026, demonstrating robust growth across key operational and financial metrics. The company reported a consolidated sales volume growth of 12.9% year-on-year, reaching 38.22 MnT. This growth was primarily driven by the Grey Cement (Domestic) segment, which saw a volume increase of 13.8% YoY.
Key Financial and Operational Highlights
Consolidated revenues for Q2 FY27 stood at ₹23,024 crore, marking an 18.9% YoY increase. The Grey Cement (Domestic) segment reported revenues of ₹18,603 crore, up 16.0% YoY. Profitability also saw a significant jump, with EBITDA rising by 17.2% YoY to ₹3,832 crore, and PAT increasing by 21.3% YoY to ₹1,501 crore.
Operational Performance and Capacity Expansion
The company highlighted operational achievements, including 4.6 mtpa of Grey Cement capacity commissioned in Q2 FY27, bringing the total to 210.1 mtpa. Renewable power capacity reached 1.58 GW, a 29% YoY increase. Furthermore, UltraTech Cement is embarking on an ambitious capacity expansion roadmap. For FY27, a total capacity addition of 16.3 mtpa is planned through greenfield and brownfield projects. Looking ahead to FY28, the company aims to add another 29.8 mtpa, further solidifying its position as India’s largest cement manufacturer.
ESG Initiatives and Sustainability
The presentation also touched upon sustainability progress, with Scope 1 Net CO2 emissions at 534 kg CO2/t cement and a water positive status of 6.2x. The company is also focusing on increasing its Green Power Mix, which stood at 46.4% of total power. In addition, UltraTech is electrifying its supply chain with over 600+ electric trucks being added by December 2026, aiming to cut CO2 emissions significantly.
New Product Development
A new product launch, Birla White Salt Block Anti-Efflorescence Putty, was also featured, highlighting its protective features against salt migration and high water resistance.
Brand Recognition and CSR
UltraTech Cement continues to receive accolades, including 18 awards at the ET Brand Equity Shark Awards 2026 and recognition as the Best Digital & Social Media Brand of the Year at e4m IDMA 2026. The company also detailed its extensive CSR initiatives, benefiting over 1.7 lakh beneficiaries across healthcare, education, village infrastructure, and social reform programs.
Source: BSE
