UltraTech Cement Ltd News

Infra material cos face cost shock amid Iran war; experts see earnings cuts

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

UltraTech now world's largest outside China, plans ₹16K crore capex

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 takes centre stage as it phases out 3 iconic South Indian brands

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

Cement firms to post strong Q4 volumes, but costs may weigh on margins

Cement companies are likely to report healthy volume growth in Q4 FY26 on strong demand and capex push, but rising fuel and packaging costs may weigh on profitability and margins

Stocks to Watch today, Mar 27: Oil stocks, UltraTech Cement, Infosys, Ola

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

UltraTech settles dispute with Jaiprakash over Dalla Super unit and mines

Leading cement maker UltraTech Cement on Thursday said it has settled with Jaiprakash Associates Ltd (JAL) in the ongoing arbitration over the Dalla Super unit and associated mines. In a regulatory filing, UltraTech Cements said it will redeem 1,00,000 Series A Preference Shares of face value Rs 1,00,000 each totalling Rs 1,000 crore. This settlement will also help in monetisation of the assets of JAL in its ongoing Corporate Insolvency Resolution Process (CIRP), in which rival Adani Group has emerged as the successful resolution applicant (bidder). With this, a long-standing dispute between UltraTech and debt-ridden JAL, which is currently going through insolvency resolution, has come to an end. "Subsequent to the Parties reaching a settlement in respect of the arbitration and the Arbitral Tribunal passing a final award today viz. 26th March, 2026, all rights and interests in the Dalla Super unit and mines have fully vested in the company, and all claims/proceeds and liabilities .

Cement shares: UltraTech, Shree Cement, JK Lakshmi, Nuvoco gain up to 5%

Despite the two-day rally, in the past one month, cement companies stocks have underperformed the market by falling up to 17%, as against 8% fall in the BSE Sensex.

Cement demand strong; correction offers buying opportunity: Motilal Oswal

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

Stocks to Watch today: HDFC Bank, Ultratech, Vedanta, Nazara Tech, GR Infra

Stocks to Watch today, March 19: HDFC Bank, Ultratech, Vedanta, United Breweries, and Belrise Industries are among the top stocks to watch today

UltraTech, Ramco, JK, India Cements crack up to 7%; what's worrying them?

On-going escalation of the Iran-Israel-US conflict tends to spike global crude oil prices, which in turn drive up petcoke and diesel prices, affecting cement manufacturers margins, say analysts.

Stocks to Watch today: UltraTech Cement, Dr Reddy's Labs, Tata Power, GNFC

Stocks to Watch today, March 9, 2026: HDFC Life Insurance, Tata Power, GNFC, Avenue Supermarts, and Meesho are among the top stocks to remain in focus today

Oil price surge hits airlines, tyre stocks; IndiGo slides 7%, JK Tyres 16%

Airlines, tyre and paint stocks tumble as crude surges 9 per cent amid Iran-Israel-US tensions. Shares of IndiGo, SpiceJet, JK Tyre, Asian Paints, Berger Paints slide sharply on Monday

Volume gains offset pricing pain for cement companies in Q3 FY26

Analysts at Centrum Research estimated aggregate industry volumes rose about 13 per cent Y-o-Y and 12 per cent sequentially, aided by a rebound in non-trade demand

InCred rejigs India strategy for Feb 26; what's new in high-conviction list

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"

Stocks to Watch today: Bharti Airtel, Hero MotoCorp, TMPV, LIC, MRF

Stocks to Watch today, February 6, 2026: PhysicsWallah, Mazagon Dock, JK Paper, Sai Life, SKF India, UltraTech Cement, and Federal Bank are among the top stocks to remain in focus today

UltraTech Cement rises 4% post strong Q3 show; is there more upside ahead?

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

Higher volumes, lower costs positive for UltraTech Cement stock

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's Q3FY26 profit grows 27% Y-o-Y, beats analyst estimates

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

Q3 results: UltraTech Cement, Kotak Mahindra Bank, 20 others on Jan 24

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

JK Cement, Birla Corp downgraded at JM Financial; cement Q3 preview

JM Financial expects companies under its coverage to deliver robust growth of around 10 per cent Y-o-Y on a comparable basis in the third quarter