UltraTech Cement says rising expenses tied to plastic packaging and fuel are a major headwind as it targets double digit volume growth in FY27. While the company cautions that these cost pressures could weigh on performance, it is still pushing capacity expansion and expects cement demand to stay supported by urbanisation and government infrastructure spending.
UltraTech Cement has reported record quarterly profit and strong sales growth, driven by efficiency gains from integrating India Cements and Kesoram Industries assets. Improved margins and higher realisations further supported earnings. The company also announced a ₹240 per share payout and signalled continued capex-led expansion, betting on scale benefits from recent acquisitions.
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UltraTech Cement posted a strong March quarter, with profits rising 20%. Yet its shares dipped around 1%, raising investor questions. Still, multiple brokerages—including Goldman Sachs, Citi, Nomura and others—kept Buy ratings, pointing to improving operations, capacity expansion and sustained financial strength that could drive future growth.
UltraTech Cement reported a 20% year-on-year jump in Q4 net profit to Rs 2,983 crore, highlighting strong momentum from capacity expansion and past acquisitions. The company also recommended a special dividend of Rs 240 per share, rewarding shareholders alongside record profits. With a standout financial year, UltraTech signals continued execution of its long-term growth strategy.
Ultratech Cement and Infosys were among five NSE F&O stocks that saw a sharp jump in futures open interest on April 24, with gains exceeding 8%. Traders are likely adding fresh positions or expanding existing ones, pointing to higher participation and potential directional moves in these counters. Watch the next session for follow-through or reversal.
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