UltraTech Cement (ULTRACEMCO) — concall transcript

📢 Key Event
UltraTech Cement reports Q1 FY25 results with 9% rural demand growth and 85% capacity utilization.

🔄 What Changed
New capacity additions of 16 million tons planned for FY25; cost reduction target of INR200-300 per ton; pricing pressure of 2.4% decline.

🔮 What's Next
INR8,000-9,000 crores capex for FY24; renewable power to reach 45% of total by FY26; capacity utilization must exceed 85% for price improvements.

💡 Investor Takeaway
The company is expanding capacity while managing costs and pricing pressure, aiming for margin stability through scale and efficiency gains.

UltraTech Cement reported Q1 FY25 demand growth of 9% in rural areas and 85% overall capacity utilization, with 16 million tons of new capacity planned for FY25. Management highlighted pricing pressure of 2.4% decline, industry growth expectations of 3-3.5%, and cost reduction targets of INR200-300 per ton. Capex guidance remains INR8,000-9,000 crores for FY24, while renewable power capacity reaches 650 MW with a target of 45% by FY26. Regional utilization varies, with South West at 86% and East at 80%.

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About UltraTech Cement Ltd (ULTRACEMCO)

Construction Materials · Cement · Listed on BSE

Market Cap: ₹3,35,344.9 Cr P/E: 39.2 ROE: 11.2% ROCE: 13.4% Div Yield: 2.11%

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🔥 Also filed on 30 June 2024

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