Q3 2025 UltraTech Cement Ltd Earnings Call Transcript
Key Points
- UltraTech Cement Ltd (BOM:532538) reported a significant improvement in EBITDA per metric tonne, jumping over 30% from the previous quarter.
- The company has seen a continuous increase in demand, positively impacting cement prices, particularly in the North and West regions.
- UltraTech Cement Ltd (BOM:532538) is expanding its capacity with plans to reach 211-212 million tonnes by 2026, including organic growth and acquisitions.
- The company is investing in renewable energy and WHRS, aiming to meet 30% of its power requirements through renewable sources by FY27.
- UltraTech Cement Ltd (BOM:532538) has successfully reduced its lead distance, contributing to cost efficiency improvements.
- The South and East regions have shown weaker performance compared to other regions, with East being the lowest in terms of growth.
- The company faces challenges in integrating and improving the performance of newly acquired assets like India Cements and Kesoram, which may take up to 12 months.
- Fuel costs remain a concern, with a mix of coal and pet coke keeping costs higher than market prices.
- There are regulatory hurdles in consolidating assets, such as the pending approvals for mine transfers in Telangana and Karnataka.
- The company's net debt has increased due to acquisitions, with a consolidated net debt of INR16,162 crores post-open offer.
Ladies and gentlemen, good day, and welcome to the UltraTech Cement Limited Q3 FY25 earnings conference call. We must remind you that the discussion on today's call may include certain forward-looking statements and must be, therefore, viewed in conjunction with the risk that the company faces.
The company assumes no responsibility to publicly amend, modify, or revise any forward-looking statement on the basis of any subsequent development, information, or events or otherwise. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Atul Daga, Chief Financial Officer of the company. Thank you, and over to you, sir.
Good afternoon, and welcome, all of you, to our earnings call for Q3 FY25. First and foremost, wishing you all a very successful and a happy 2025.
We often talk about a lull before the storm. Most part of the calendar '24 was a lull for cement industry for multiple reasons known to all of
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