UltraTech
Can JK Cement’s industry-leading volume growth earn brownie points as cost pressures rise?
JK Cement has showcased remarkable growth with a 13% year-on-year increase in grey cement volumes for Q4FY26, surpassing the industry average. The company's expansion in central and eastern India is a key driver for its success. However, rising costs pose challenges ahead.
1 min read26 May 2026Cement makers turn defensive as West Asia shock lifts input costs
Indian cement companies are under pressure from rising fuel, freight and packaging costs linked to the West Asia conflict, prompting a shift towards fuel substitution, long-term sourcing and efficiency measures.
5 min read14 May 2026Dalmia Bharat's profit jumps, flags war-led cost pressures
For the financial year ended 31 March 2026 (FY26), the company saw its net profit jump more than 65% to ₹1,158 crore on the back of better realisations and a moderate rise in costs.
3 min read28 Apr 2026Can UltraTech’s capacity muscle, cost leash help overlook inflation concerns?
UltraTech stock is trading at FY28 EV/Ebitda of around 16x, a premium to rivals Ambuja Cements, ACC and Shree Cement
2 min read28 Apr 2026UltraTech Cement posts record FY26 profit amid rising costs, sees demand intact
The company reported a consolidated net profit of ₹8,165.64 crore for the year—crossing the ₹8,000 crore mark for the first time and rising 35.12% y-o-y—according to exchange filings, even as fuel and power expenses rose 6% and freight costs, 10%.
3 min read27 Apr 2026UltraTech Cement Q4 results: Net profit rises 21% to ₹3,011 crore; ₹240 special dividend announced
UltraTech Cement Q4 results: The cement maker reported a 21.2% year-on-year (YoY) rise in its net profit, rising to ₹3,011 crore in the quarter ending on March 31, 2026, from ₹2,484 crore in the same period last year.
1 min read27 Apr 2026UltraTech Cement capacity tops 200 mtpa, now the largest outside China
About 90 mt capacity came via acquisitions, starting with L&T Cement and expanding through Jaypee, Binani, Century, Kesoram and India Cements
1 min read17 Apr 2026Cement to get dearer as Iran war pinches manufacturers
India’s cement leaders are set to hike prices in April to offset a massive spike in fuel and packaging costs driven by the war in West Asia. While the increases aim to protect margins, they threaten to raise construction costs.
3 min read30 Mar 2026Cement demand holds up, but can it offset rising cost pressures?
Investors weigh lower valuations against rising input costs and potential cement price hikes in FY27, as demand holds up in southern and eastern India.
2 min read19 Mar 2026Cement capacity race with Birla group may ease as Adani shifts focus to margins
The rivalry between the Adani Group and the Aditya Birla Group’s UltraTech Cement Ltd has resulted in rapid manufacturing capacity expansion. In the last three-and-a-half years, the two conglomerates have added nearly 120 mtpa of cement manufacturing capacity between them.
3 min read15 Mar 2026Wait for it…
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