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UltraTech Cement (ULTRACEMCO) investor relations material
UltraTech Cement Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary18 Oct, 2025
Executive summary
Consolidated revenue for Q2 FY26 reached ₹19,371 crore, up 21.3% YoY, with profit after tax at ₹2,226 crore, a 75% increase, and strong growth across core segments.
Cement sales exceeded 31 million tons, with domestic grey cement volumes up 22.3% YoY, outpacing the industry average of 5%.
Brand transition of acquired assets (India Cements and Kesoram) to UltraTech is progressing rapidly, with 31% and 55% conversion respectively by quarter end.
Ready Mix Concrete (RMC) segment posted 30% YoY revenue growth and 26% volume growth, now accounting for 4% of cement volumes.
Major acquisitions (India Cements and Kesoram) have been integrated, with rapid improvement in operational metrics.
Financial highlights
Revenue from operations for Q2FY26 was ₹19,606.93 crore, with total income at ₹19,781.07 crore.
EBITDA for the quarter was ₹3,268 crore, with operating EBITDA per ton at ₹966 for legacy assets, ₹386 for India Cements, and ₹755 for Kesoram.
Net profit for the quarter was ₹1,237.98 crore, up from ₹707.96 crore in Q2FY25.
Grey cement realisation improved 4.5% YoY to ₹5,088/ton.
Logistics, fuel, and power costs decreased 6-8% YoY, while raw material costs rose 5% YoY.
Outlook and guidance
Ongoing capacity expansion with 14.1 mtpa to be added in FY26 and 15.1 mtpa in FY27, targeting 240–245 million tons by FY29.
Brand transition for acquired assets expected to complete by June 2026, with Kesoram and ICL EBITDA per ton targeted at INR 1,000+.
Focus on green logistics and renewable energy to support sustainable growth, with green power mix to reach 65% by end of current growth phase.
No significant inflation in fuel costs expected; spot purchases may fluctuate.
Kesoram EBITDA/tonne target post-integration?
Q3 expected cost reduction per tonne?
What is UltraTech's North market share target?
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Next UltraTech Cement earnings date
Q3 25/2622 Jan, 2026
Next UltraTech Cement earnings date
Q3 25/2622 Jan, 2026
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Frequently asked questions
UltraTech Cement Limited, manufactures and sells cement and cement related products in India. The company operates through Cement and Cement Related Products, UltraTech Building Solutions, and Other segments. It offers ordinary portland cement; blended hydraulic cements, such as pozzollana portland cement, slag portland cement, and super sulphate-resisting portland cement; white cement; white blended cements; concrete admixtures, such as super plasticizers and retarders; ready mix concretes; and bulk cements. UltraTech Cement Limited is a subsidiary of Grasim Industries Limited.
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