ULTRACEMCO Q4 FY26 Earnings Call Transcript & Analysis
EBITDA (UAE Operations) ₹278 cr; PAT (India Cements) ₹60 cr. Crossed 200 million tons of cement production capacity in India.
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Every earnings call for ULTRACEMCO — management tone, guidance, KPIs and promise tracking, quarter by quarter.
ULTRACEMCO · 6 transcripts · Construction Materials · latest Q4 FY26EBITDA (UAE Operations) ₹278 cr; PAT (India Cements) ₹60 cr. Crossed 200 million tons of cement production capacity in India.
Read full transcript & analysisPremium Share 36%; Lead Distance 363 km; Clinker Conversion 1.49 x. Strong volume growth beating market expectations; Q4 expected to operate at >90% capacity utilization.
Read full transcript & analysisSales Volume 31 MT+; UltraTech EBITDA/Ton ₹966; ICL EBITDA/Ton ₹386. Sold >31 million tons of cement in monsoon quarter.
Read full transcript & analysisVolume Growth 9.7%; UltraTech Brand Growth 6.5%; ICL EBITDA/Ton ₹400. Consolidated volume growth of 9.7% YoY including Kesoram in both periods.
Read full transcript & analysisCement Capacity 182.8 MTPA; Industry Capacity Share 28%; C&W Capex ₹1,800 cr. Entry into Cables & Wires business announced with ₹1,800 crores capex.
Read full transcript & analysisEBITDA/Ton ₹964; Volume Growth 10%; Fuel Cost 1.76 Rs/kcal. Volume growth of 10% YoY, outperforming industry growth of ~5%.
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