UltraTech Cement Limited has submitted its initial disclosure as a Large Corporate entity to stock exchanges, complying with SEBI Master Circular requirements dated 15th October, 2025. The filing, made on 23rd April, 2026, provides key financial and regulatory information as mandated under the framework.

Financial Position and Outstanding Borrowings

The company disclosed its financial position as on 31st March, 2026, highlighting significant borrowing levels that qualify it under the Large Corporate framework.

Credit Rating Assessment

UltraTech Cement maintains strong credit ratings from leading rating agencies, reflecting its financial stability and creditworthiness during the previous financial year.

The AAA ratings from both agencies represent the highest credit quality, indicating extremely strong capacity to meet financial commitments.

Regulatory Compliance Framework

The disclosure confirms UltraTech Cement's classification as a large corporate under Chapter XII of SEBI Master Circular dated 15th October, 2025. Key compliance details include:

• Stock Exchange for Fine Payment: National Stock Exchange of India Limited has been designated for any potential fine payments in case of shortfall in required borrowing under the framework
• Regulatory Filing: Submitted to BSE Limited (Scrip Code: 532538) and NSE (Scrip Code: ULTRACEMCO)
• International Listing: Also filed with Luxembourg Stock Exchange

Corporate Authorization

The disclosure was digitally signed by key executives on 23rd April, 2026:

• Atul Daga: Chief Financial Officer
• Dhiraj Kapoor: Company Secretary and Compliance Officer

This filing represents UltraTech Cement's adherence to enhanced disclosure requirements for large corporates under the updated SEBI framework, ensuring transparency in financial reporting and regulatory compliance.

UltraTech Cement has achieved a historic milestone by crossing 200 MTPA of installed cement manufacturing capacity in India, officially becoming the world's largest cement company outside China. The company announced on April 17, 2026 the commissioning of three new cement grinding units with a cumulative capacity of 8.7 MTPA, bringing its India capacity to 200.1 MTPA and consolidated global capacity to 205.5 MTPA.

Strategic Plant Commissioning

The three new cement grinding units have been strategically positioned across key regional markets to strengthen supply chains and serve growing demand centers. The facilities are located in Shahjahanpur (Uttar Pradesh), Patratu (Jharkhand), and Vizag (Andhra Pradesh), serving North India's booming construction corridor, the industrial heartland of Jharkhand, and the rapidly urbanising coastal belt of Andhra Pradesh.

Leadership Statements on Milestone Achievement

Mr. Kumar Mangalam Birla, Chairman, Aditya Birla Group, emphasized the significance of this achievement in the context of India's manufacturing ambition: "UltraTech has translated this vision into action by matching ambition with execution, and domestic strength with global competitiveness, to help anchor India's infrastructure story. The 200 MTPA milestone, also describes India's place in the world, an India that has grown comfortable with scale, in its ambitions, its execution, and its sense of self."

Mr. K C Jhanwar, Managing Director, UltraTech Cement Limited, highlighted the company's growth strategy: "UltraTech's capacity growth has been driven by organic expansions across multiple geographies, complemented by strategic acquisitions — together establishing a nationwide manufacturing footprint that serves consumers in the most remote corners of the country."

Global Leadership Position and Market Impact

With this expansion, UltraTech Cement now ranks as the world's largest cement company by sales volume outside China and is also the largest single-country cement manufacturer globally, excluding China. The company's overseas capacity of 5.4 MTPA from operations in the UAE, Bahrain, and Sri Lanka complements its domestic operations, establishing a strong international presence.

The speed of UltraTech's expansion demonstrates remarkable execution capability. The company took 36 years to reach 100 MTPA in 2019, but achieved the next 100 MTPA in less than seven years. UltraTech helps build one in every three homes in India, two out of every five kilometres of NHAI's concrete roads, and four out of every five kilometres of metro rail across the country.

Future Expansion and Sustainability Commitment

UltraTech's next phase of expansion is already underway with projects backed by a capex of over Rs. 16,000.00 crore. These ongoing projects will take the company's consolidated cement manufacturing capacity to 240 MTPA, reinforcing its position as India's infrastructure backbone.

As UltraTech scales toward 240 MTPA, it remains committed to its sustainability roadmap, actively working to reduce specific CO₂ emissions per tonne of cement, increase the use of alternative fuels and raw materials, and embed green construction practices across its value chain.