UltraTech Cement

Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline

Firms such as Reliance Industries, Axis Bank, UltraTech Cement, Coal India, Hindustan Zinc, and Varun Beverages are among the major names announcing dividends

UltraTech Cement posts strong Q4FY26 results, but analysts stay cautious due to cost pressures, capacity expansion risks, and sector headwinds

UltraTech Cement posts strong Q4 profit on volume growth, but rising input costs from West Asia tensions remain a near-term margin headwind

Consolidated net profit rose 20.2 per cent year-on-year to ₹2,983 crore for the three ​months ended March 31

Q4FY26 company results: Firms including Adani Total Gas, AU Small Finance Bank, Bajaj Housing Finance, and Mahindra Holidays & Resorts are also to release their January-March earnings today

For cement manufacturers, the primary concern is the sudden spike in energy costs as the industry relies heavily on imported fuel, which is now becoming significantly more expensive

Aditya Birla Group firm crosses 200 mtpa capacity milestone, outlines Rs 16,000 crore investment plan to expand capacity to 240 mtpa by FY28

UltraTech Cement has phased out legacy South Indian brands Sankar, Coromandel, and Raasi after acquiring India Cements, as part of a strategy to unify branding and improve quality

Stocks to Watch today, March 27, 2026: BPCL, IOCL, Oil India, RIL, and others will be in focus; here's why

Among stock preferences, UltraTech Cement remains its top pick in the large-cap segment for Motilal Oswal, while it maintains a positive view on JK Cement and Dalmia Bharat in the mid-cap space

West Asia tensions may raise fuel and packaging costs for cement firms. Analysts see near-term margin pressure but suggest accumulating large-cap cement stocks.

The Nifty Cement Index comprises stocks that are part of the Nifty Total Market Index and are classified under the 'Cement & Cement Products' basic industry

Reviewing the performance of its high-conviction ideas, InCred said Tata Motors Commercial Vehicles, GE Vernova T&D and Thyrocare Technologies have been "big outperformers to Nifty"

In his annual note, Birla reflected on changing global power equations, trade tensions, India's economic rise, and the Aditya Birla Group's expansion

Analysts expect margins and Ebitda to improve over the medium to long term, supported by favourable demand conditions and the company's ability to fund expansion largely through internal accruals

Market leader UltraTech Cement's Q3FY26 results beat consensus. Consolidated operating profit grew 35 per cent Y-o-Y to Rs 3,920 crore

UltraTech Cement, India's leading cement maker on Saturday reported a consolidated net profit of Rs 1,729.44 crore for December quarter FY26. It had posted a net profit of Rs 1,363.44 crore in the October-December period a year ago, the Aditya Birla group flagship firm said in a regulatory filing. Revenue from operations was at Rs 21,829.68 crore in the December quarter of FY26. It was at Rs 17,778.83 crore a year earlier. The company said its results " for the three months and nine months ended 31/12/2025 are not comparable with the previous corresponding period" due to acquisition of India Cements Ltd (ICL), Blrla White WallCare (earlier known as Wonder WallCare) and Ras Al Khaimah, the UAE-based RAKWCT. Moreover, the scheme for the merger of the cement business of Kesoram Industries with UltraTech and their respective shareholders and creditors was also effective from March 1, 2025. UltraTech's total consolidated income, which includes other income as well, was at Rs 21,965.26

Q3FY26 company results: Firms including Chennai Petroleum Corporation, Shyam Metalics and Energy, IFB Industries, and SBFC Finance are also to release their October-December earnings reports today

Industry demand likely grew in low double digits year-on-year (Y-o-Y) in December 2025, reflecting broad-based improvements across regions