UltraTech Cement , the flagship company of the Aditya Birla Group, has reported a strong performance for the second quarter of fiscal year 2026, significantly outpacing industry growth expectations. The company's financial results, released on October 18, 2025, showcase impressive revenue growth and operational improvements across key metrics.

Financial Highlights

UltraTech's consolidated net sales for Q2FY26 reached Rs. 19,371.00 crores, marking a substantial 21.3% increase from Rs. 15,967.00 crores in the corresponding period last year. The company's profit after tax (PAT) saw an even more impressive jump, rising 75% year-on-year to Rs. 1,232.00 crores, up from Rs. 703.00 crores in Q2FY25.

Operational Performance

The company achieved a remarkable 22.3% growth in domestic grey cement volumes, significantly exceeding the industry's expected growth of around 5%. This performance underscores UltraTech's strong market position and operational efficiency.

UltraTech's existing assets, with a capacity of 166.76 mtpa, generated an operating EBITDA of Rs. 966.00 per ton. The recently acquired assets from India Cements and Kesoram Industries are showing rapid improvement, with operating EBITDA of Rs. 386.00 per ton and Rs. 755.00 per ton, respectively.

Cost Management and Efficiency

The company demonstrated effective cost management during the quarter:

• Energy costs decreased by 7% year-on-year
• Raw material costs increased by 5%, primarily due to higher flyash and slag prices
• The company transitioned to GST 2.0 from September 22, 2025, passing on the full benefit of reduced GST rates to customers

Capacity Expansion and Market Position

UltraTech's domestic grey cement capacity now stands at 186.86 mtpa on a consolidated basis. Including its overseas operations, the company's global capacity has reached 192.26 mtpa, further solidifying its position as the second-largest cement company worldwide, excluding China.

Sustainability Initiatives

UltraTech continues to make strides in sustainability:

• Operationalized a 7.5 MW round-the-clock hybrid renewable energy project at Sewagram Cement Works, Gujarat
• Commenced 9 MW of Waste Heat Recovery System (WHRS) capacity, bringing the total WHRS capacity to 369 MW
• Increased the share of green power (including WHRS and RE Power) to 41.6% of the company's power mix for the quarter

Market Outlook

While the company has not provided specific forward-looking statements, the strong performance in Q2FY26, particularly in domestic grey cement volumes, suggests a positive outlook for UltraTech in the coming quarters. The company's focus on sustainability and operational efficiency may contribute to its continued growth and market leadership.

UltraTech Cement's Q2FY26 results demonstrate the company's ability to capitalize on market opportunities while maintaining a strong focus on operational excellence and sustainability. As the Indian construction and infrastructure sectors continue to grow, UltraTech appears well-positioned to benefit from and contribute to this expansion.

UltraTech Cement , a leading cement manufacturer in India, recently executed a significant block trade on the National Stock Exchange (NSE). The transaction, valued at Rs. 78.52 crores, involved approximately 64,581 shares of the company.

Transaction Details

This block trade represents a substantial transaction in UltraTech Cement's shares, potentially indicating significant investor interest or a strategic move by a large shareholder.

Market Implications

Block trades of this magnitude can sometimes influence market sentiment and stock price movements. Investors and market analysts may closely watch for any subsequent changes in UltraTech Cement's stock performance or trading patterns following this transaction.

While the specific reasons behind this block trade are not disclosed, such transactions are often executed by institutional investors or large shareholders for various strategic purposes, including portfolio rebalancing or changes in investment strategy.

Investors are advised to conduct their own research and consider multiple factors when making investment decisions based on market movements and corporate actions.