Ultratech Cement

Top cement companies post strong Q2 on better realisations, volumes

Low base, premium mix and new capacity supported gains

Motilal Oswal raises Nifty EPS, expects steady earnings momentum ahead

Earnings for the 151 MOFSL Universe companies rose 14 per cent year-on-year (Y-o-Y), above the brokerage's 9 per cent estimate.

Motilal Oswal sector of the week: Cement; check top stock picks, targets

In the cement sector, near-term weakness persists due to subdued demand, muted pricing trends and high petcoke prices.

UltraTech Cement gears up for expansion plans and market share gains

UltraTech Cement's profit and margin rose sharply in Q2FY26 as demand, cost controls, and GST 2.0 reforms supported growth; firm eyes 235 mtpa capacity by FY29

Should you bet on UltraTech Cement post its Q2? Analysts decode

UltraTech Cement's consolidated net profit jumped 75.2 per cent year-on-year (Y-o-Y) in Q2FY26 at ₹1,231.58 crore, as against ₹702.82 crore.

UltraTech Cement Q2 profit jumps 75%; unveils ₹10,255-cr expansion plan

Revenue from operations rose 20.3 per cent YoY to ₹19,606.93 crore. Grey cement volumes grew 7.1 per cent YoY, while realisations improved 4.5 per cent

UltraTech Cement Q2 net profit rises to ₹1,238 cr, revenue at ₹19,607 cr

UltraTech Cement, India's leading cement maker, on Saturday reported a consolidated net profit of Rs 1,237.98 crore in the September quarter of FY26. It had posted a net profit of Rs 707.96 crore in the July-September period a year ago, the Aditya Birla group flagship firm said in a regulatory filing. Revenue from operations was at Rs 19,606.93 crore in the latest second quarter ending September. It was Rs 16,294.42 crore a year earlier. The company said its results "for the three months and six months ended September 30, 2025 are not comparable with the previous corresponding period" due to acquisition of south-based India Cements Ltd, Wonder WallCare and Ras Al Khaimah, UAE-based RAKWCT. Moreover, the scheme for merger of cement business of Kesoram Industries with UltraTech and their respective shareholders and creditors was also effective from March 1, 2025. UltraTech's total income, which includes other income as well, was at Rs 19,781.07 crore in the September quarter. In th

Q2 results today: ICICI, HDFC Bank, UltraTech Cement, 23 others on Oct 18

Q2FY26 company results: Many banks including IDBI, IDFC First, IndusInd, Jammu & Kashmir Bank, and Punjab National Bank will also release their September quarter earnings reports today

Cement prices to remain weak in coming qtrs despite demand: Elara Capital

Elara Capital cautions that the near-term pricing environment remains weak, with operating leverage and higher costs likely to weigh on profitability in Q2FY26 and potentially spill over into Q3FY26.

Texmaco Rail bags Rs 87 cr order from UltraTech Cement for freight wagons

Texmaco Rail & Engineering Ltd on Friday said it has secured an order worth Rs 86.85 crore from UltraTech Cement Ltd for the supply of specialised freight wagons and brake vans. The Adventz Group's flagship company said these wagons will serve UltraTech's Maihar and Sarlanagar plants in Madhya Pradesh. The brake vans will feature solar-powered systems to enhance energy efficiency. "This repeat order is an endorsement of Texmaco's engineering capabilities and our commitment to sustainable logistics," Managing Director Sudipta Mukherjee said. Texmaco also announced leadership continuity with the reappointment of Indrajit Mookerjee as executive director and vice chairman for one year from April 2026, and Mukherjee's extension as managing director for five years from June 2026, subject to shareholder approval. The Kolkata-headquartered firm said its strong order pipeline across cement, steel, coal and infrastructure sectors positions it to benefit from India's rail and infrastructure

HDFC Bank, Airtel, HUL: Motilal Oswal picks 10 stocks with up to 24% upside

Stocks to buy, September 2025: HDFC Bank, UltraTech Cement are among 10 picks by Motilal Oswal Wealth Management, which can provide up to 24 per cent upside

GST cut to lift cement demand, margins; UltraTech, Nuvoco among top picks

GST Council has approved a reduction in rates on cement from 28 per cent to 18 per cent, effective September 22, 2025

Why is JM Financial bullish on UltraTech, JK Cement? All details here

JM Financial Institutional Securities has picked UltraTech Cement and JK Cement as its top picks in the cement sector; here's why

Godrej Consumer, Ultratech: Motilal Oswal suggests these 6 stocks to buy

Godrej Consumer has strengthened its core portfolio and expanded into new segments, while UltraTech Cement reported strong Q1 results

UBS bullish on cement: Top picks Ambuja, UltraTech, Dalmia for FY26

UBS stays positive on cement sector, sees price recovery, margin gains, and consolidation ahead. Top stock picks for FY26 include Ambuja, UltraTech, Dalmia Cement

India Cements up 6%, hits new high as UltraTech to sell 6.49% stake via OFS

India Cement stock rallies after UltraTech unveils plan to 6.49 per cent stake in the company through an OFS, to comply with SEBI rule on at least 25 per cent public shareholding

UltraTech to sell 6.49% stake in India Cements worth Rs 745 cr via OFS

UltraTech Cement will sell its 6.49 per cent stake in India Cements worth Rs 745 crore via offer for sale to meet regulatory norms on public shareholding by 2026

UltraTech Cement to sell up to 6.5% stake in unit India Cements

The company, which took control of India Cements in July last year, said the sale was to comply with "applicable laws"

Cement demand to benefit from govt's manufacturing, infra push: Birla

UltraTech Cement Chairman Kumar Mangalam Birla says cement demand will grow on the back of government's focus on manufacturing, infrastructure projects, housing, and policy support

UltraTech Cement sees strong Q1 growth, but faces margin pressure ahead

UltraTech Cement reports 46% YoY operating profit growth in Q1FY26, but faces near-term margin pressures. The company maintains a strong growth outlook for volume and revenue in FY26