)
Edge
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
UltraTech Cement
UltraTech Cement (ULTRACEMCO) investor relations material
UltraTech Cement Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 25/26 earnings summary27 Apr, 2026
Executive summary
Achieved record consolidated net sales of ₹87,384 crores for FY26, up 17% year-over-year, and Q4 sales of ₹25,467 crores, up 12% year-over-year.
Achieved a record 200 million tons of cement production capacity in India, a year ahead of target, marking a significant milestone in company history.
Largest cement company globally (ex-China) by sales volume, with disciplined organic growth and strategic acquisitions.
Board recommended a special dividend of ₹240 per share, totaling ₹7,072.3 crores, reflecting milestone achievements in profitability and capacity.
Entered FY 2027 in the strongest strategic position, with robust execution on capacity, integration, and sustainability commitments.
Financial highlights
Q4FY26 consolidated revenue: ₹25,467 crores (up 12% YoY); FY26 consolidated revenue: ₹87,384 crores (up 17% YoY).
Q4FY26 EBITDA: ₹5,688 crores (up 20% YoY); FY26 EBITDA: ₹17,598 crores (up 32% YoY); PAT for the quarter was ₹3,011 crores; full-year PAT exceeded ₹8,000 crores.
EBITDA per ton (excluding acquired assets) was INR 1,296 in Q4, up from INR 1,225 in Q4 2025; aggregate EBITDA per ton for Q4 was INR 1,253.
Basic EPS increased to ₹278 in FY26 from ₹205 in FY25; net profit margin at 12% (consolidated), with net worth at ₹80,712 crores.
Net debt/EBITDA at 0.94x consolidated, with operating cash flow for FY26 growing 50% to ₹14,398 crores.
Outlook and guidance
Committed to adding 37 million tons capacity by FY 2028, targeting over 242.5 million tons, with ongoing capex of over ₹16,000 crores planned for the next three years.
Sustainable volume growth of 7%-8% per annum expected, with double-digit growth targeted for FY 2027.
CapEx pipeline of INR 8,000-10,000 crore annually for the foreseeable future, fully funded by operating cash flows.
Board recommended a dividend of INR 240 per share for FY 2026, with payout ratios rising from 10% in 2022 to 37% last year.
Confident of sustaining growth momentum, supported by robust demand in housing, infrastructure, and commercial construction.
Roadmap for reaching 240 MTPA capacity
Status of the new Cables and Wires business
Update on CCI penalty and Supreme Court stay
Drivers for the 18km lead distance reduction
Strategic progress of Wires and Cables segment
EBITDA sensitivity to fuel and diesel costs
Explain the India Cements EBITDA target for FY28
Detail the dividend payout and CapEx funding strategy
Quantify the West Asia impact on bag and fuel costs
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from UltraTech Cement
- Q3 FY26 saw double-digit revenue and EBITDA growth, with robust demand and capacity expansion.ULTRACEMCO
Q3 25/2610 Apr 2026 - Q1 FY25 delivered 6% volume growth, stable profits, and major capacity expansion amid price softness.ULTRACEMCOQ1 24/253 Feb 2026
- Double-digit growth, capacity expansion, and new ventures drive strong market leadership.ULTRACEMCOInvestor presentation24 Jan 2026
- Leading market share, strong financials, and major expansion drive UltraTech’s growth.ULTRACEMCOInvestor presentation24 Jan 2026
- Q2FY25 profit and sales fell, but expansion, acquisitions, and sustainability advanced.ULTRACEMCOQ2 24/2519 Jan 2026
- Q3 FY25 saw 10% volume growth and major acquisitions, but PAT declined year-over-year.ULTRACEMCOQ3 24/259 Jan 2026
- FY25 sales hit ₹74,936 crore, capacity expanded, and a Rs. 77.50 dividend was recommended.ULTRACEMCOQ4 24/2530 Dec 2025
- Q1 FY26 saw 13% revenue and 49% profit growth, with record capacity and strong sustainability focus.ULTRACEMCOQ1 25/264 Nov 2025
- Q2FY26 profit jumped 75% YoY on strong volume growth, acquisitions, and cost control.ULTRACEMCOQ2 25/2620 Oct 2025
Next UltraTech Cement earnings date
Q1 26/2720 Jul, 2026
UltraTech Cement
Next UltraTech Cement earnings date
Q1 26/2720 Jul, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
Explore our global coverage