UltraTech Cement , India's largest cement producer with a staggering 192.26 MTPA capacity, is poised to unveil its quarterly results, with analysts projecting robust growth across key metrics. The cement giant's performance is expected to reflect the broader positive sentiment in the Indian cement industry, driven by government infrastructure initiatives and strong housing demand.

Revenue and EBITDA Projections

According to Bloomberg estimates, UltraTech Cement is anticipated to report:

• Revenue growth of 19% to Rs 21,506.00 crore
• EBITDA growth of 20.5% to Rs 4,408.65 crore

These projections underscore the company's strong market position and operational efficiency in a growing market.

Volume Growth and Capacity Expansion

Analysts remain bullish on UltraTech Cement's prospects:

• Citi projects 9-14% volume growth for FY26
• Capacity addition of 12.4mt expected
• Morgan Stanley forecasts 7% volume growth
• Nuvama anticipates 18% YoY grey cement volume growth, boosted by acquisitions including India Cements

EBITDA Expectations

Jefferies has set high expectations for UltraTech's performance, forecasting a remarkable 33-45% YoY EBITDA growth. This projection aligns with the overall positive outlook for the company's financial health and market position.

Analyst Recommendations

Several prominent financial institutions have expressed confidence in UltraTech Cement:

• Elara Capital and Jefferies have named UltraTech as a top pick in the sector
• Multiple analysts maintain a bullish stance on the stock

Industry Outlook

The Indian cement industry is poised for robust growth, primarily driven by:

1. Government infrastructure spending
2. Strong housing demand

However, potential challenges loom on the horizon:

• Early onset of monsoon may impact construction activities
• Input cost volatility could affect pricing strategies

Conclusion

As UltraTech Cement prepares to release its quarterly results, the market eagerly anticipates strong performance across key metrics. The company's strategic acquisitions, capacity expansions, and favorable industry tailwinds position it well for continued growth. However, investors and analysts will be keenly watching how the company navigates potential challenges such as monsoon impacts and input cost fluctuations in the coming quarters.

UltraTech Cement , India's largest cement producer, is set to reveal its first quarter results for the fiscal year 2026 on July 21. The Aditya Birla Group company has scheduled a board meeting to approve both standalone and consolidated unaudited financial results for the quarter ended June 30, 2025.

Key Highlights

• Results Announcement: July 21, 2025
• Earnings Call: Scheduled for 4 p.m. on the same day
• Trading Window: Closed for designated persons from July 1 to July 23

Company Overview

UltraTech Cement boasts an impressive production capacity of 192.26 million tonnes per annum, solidifying its position as the leading cement manufacturer in India.

Recent Performance

In the previous quarter, UltraTech Cement demonstrated strong financial performance:

Stock Performance

UltraTech Cement's shares have shown robust growth in recent months:

• 1-Month Gain: 9.44%
• 6-Month Gain: 17.63%

The stock closed at 12498.00 on Friday, reflecting investor confidence in the company's performance.

As the cement industry leader prepares to unveil its Q1 FY2026 results, stakeholders will be keenly watching for insights into the company's performance amidst evolving market conditions. The upcoming earnings call is expected to provide valuable information on UltraTech Cement's strategies and outlook for the remainder of the fiscal year.