UltraTech Cement Ltd (OTCPK:UCLQF)
$ 103 (0%) Market Cap: 30.30 Bil Enterprise Value: 32.67 Bil PE Ratio: 41.50 PB Ratio: 4.62 GF Score: 87/100
Transcripts List

Q4 2025 UltraTech Cement Ltd Earnings Call Transcript

Apr 28, 2025 / 10:30 AM GMT
Release Date Price: $103

Key Points

Positve
  • UltraTech Cement Ltd (BOM:532538) achieved a 10% volume growth, outperforming the industry's 4% growth.
  • The company successfully completed the acquisition and integration of cement units in Telangana and Karnataka, enhancing operational control.
  • UltraTech Cement Ltd (BOM:532538) plans significant capacity expansion, aiming to reach 212 million tons by FY 2027.
  • The company has outlined a CapEx plan of 1,500 crores for India Cements, focusing on efficiency improvements with a payback period of less than three years.
  • The company reported a strong EBITDA per ton of 1,270 for its organic capacities, indicating robust operational performance.
Negative
  • The company faces short-term challenges due to high temperatures affecting construction activity in certain regions.
  • Urban real estate demand has shown signs of a temporary slowdown, potentially impacting future sales.
  • Fuel prices increased during the quarter, adding pressure to operational costs.
  • The company's net debt to EBITDA ratio stands at 1.16x, indicating a leveraged balance sheet.
  • There is uncertainty regarding the impact of US tariffs on ocean freight costs, which could affect future expenses.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ULTC.NS - UltraTech Cement Ltd
Q4 2025 UltraTech Cement Ltd Earnings Call
Apr 28, 2025 / 10:30AM GMT

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Presentation
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Evil I.

Egg.

Banga is a cement.

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Ultra taxi.

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Ladies and gentlemen, good day and welcome to the Ultra tech Payment Limited Q4 F 525 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
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