ULTRACEMCO NSE filing

UltraTech Cement Q2FY27: Revenue up 18.9% to ₹23,024 Cr, PAT at ₹1,501 Cr

The RealCase readHigh impact Positive

UltraTech Cement's Q2FY27 consolidated revenue rose 18.9% to ₹23,024 crore, with PAT increasing 21.3% to ₹1,501 crore. Sales volume grew 12.9% to 38.22 MnT. The company commissioned 4.6 mtpa capacity and plans significant expansion. Sustainability efforts include a 1.1% YoY reduction in CO2 emissions and a 46.4% green power mix.

Why it matters

The announcement includes significant financial performance metrics, substantial capacity expansion plans, and key strategic initiatives like new product launches and sustainability progress, which are highly material for investors and the industry.

The market read

The company reported strong year-on-year growth in revenue, operational EBITDA, and profit after tax, indicating a positive financial performance. Expansion plans and sustainability initiatives further contribute to a positive outlook.

UltraTech Cement Limited has announced its financial results for the quarter ended September 30, 2026 (Q2FY27). The company reported a consolidated revenue of ₹23,024 crore, marking an 18.9% year-on-year increase. Profit After Tax (PAT) stood at ₹1,501 crore, a 21.3% rise compared to the same period last year.

The investor presentation highlights a 12.9% growth in consolidated sales volume to 38.22 MnT, with the UltraTech brand growing by 20.2% YoY. Grey Cement domestic volume increased by 13.8% YoY. Operational EBITDA saw a significant jump of 20.3% to ₹3,721 crore.

The company's capacity utilization improved by 500 bps to 71%, and its renewable power capacity crossed 1.58 GW, with Waste Heat Recovery System (WHRS) capacity at 444 MW. The presentation also detailed the company's expansion roadmap, with plans to add 16.3 mtpa capacity in FY27 and 29.8 mtpa in FY28. New product launches, including Birla White's advanced protection cement and the Ultravolt electrical brand, were also showcased.

In terms of sustainability, UltraTech Cement reported a 1.1% YoY reduction in Scope 1 Net CO2 Emission to 534 kg CO2/t cement. The company is also electrifying its supply chain, with plans to add 600+ electric trucks by December 2026, aiming to cut net CO2 emissions by over 1,17,000 tonnes annually. The green power mix reached 46.4% of total power consumption.

Filing to action

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UltraTech Cement Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by UltraTech Cement Limited. Read the original for the full detail.

View original filing