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
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, March 27, 2026: BPCL, IOCL, Oil India, RIL, and others will be in focus; here's why
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 .
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.
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, March 19: HDFC Bank, Ultratech, Vedanta, United Breweries, and Belrise Industries are among the top stocks to watch today
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, March 9, 2026: HDFC Life Insurance, Tata Power, GNFC, Avenue Supermarts, and Meesho are among the top stocks to remain in focus today
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
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
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"