India Cements Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
UltraTech reported its highest ever first quarter performance across volumes, revenues, EBITDA and profit, with domestic grey cement volumes up 13.1% and EBITDA of Rs 5,146 crore. Management said cement prices improved through June led by East and South regions, and detailed cost pressures from imported fuel and packaging linked to the West Asia conflict. The company also updated on capacity expansion plans, the India Cements turnaround, and the upcoming Cables and Wires business launch scheduled for Q3 FY27.
UltraTech reported crossing 200 million tons of domestic cement production capacity and consolidated sales volumes of about 44 million tons for the quarter, with EBITDA per ton excluding acquired assets at INR1,296. Management described cost pressures from the West Asia conflict affecting fuel, packing bags and freight, alongside currency-related mark-to-market impacts, while noting cement realizations improved during the quarter. The Board proposed a dividend of INR240 per share for fiscal '26, and management discussed the integration progress of India Cements and Kesoram following completion of brand migration.