UltraTech Cement (ULTRACEMCO) — concall transcript

📢 Key Event
UltraTech Cement reports Q2 FY25 results with capacity expansion plans and fuel cost improvements.

🔄 What Changed
Fuel cost per kcal decreased to INR 1.84 (down 8% QoQ); pet coke ratio increased to 54%; capacity utilization held at 68% while volume grew 3%; renewable energy target raised to 1.8 GW by FY27; clinker ratio target set at 1.54 by FY27.

🔮 What's Next
Fuel costs expected to normalize lower in Q3; capacity addition of 8 million tons by H2 FY25; renewable energy capacity to reach 1.8 GW by FY27; clinker ratio target of 1.54 by FY27; pricing recovery of ~INR200/ton anticipated post-monsoon; margins expected to rebound above INR1,000 long-term.

💡 Investor Takeaway
Management expects margins to rebound post-monsoon as pricing recovers and fuel costs normalize, supporting long-term profitability despite near-term cost pressures.

UltraTech Cement reported 68% capacity utilization and 3% volume growth in Q2 FY25, with fuel costs down to INR 1.84 per kcal and pet coke ratio up 54%. Management targets 159 million tons capacity by H2 FY25 and 184 million tons by FY27, adding 8 million tons this fiscal. Renewable energy capacity will reach 1.8 GW by FY27 from 681 MW now, while clinker ratio improves to 1.54. Infrastructure projects include INR 63,000 crore Chennai Metro and INR 58,000 crore Mumbai ring roads. Fuel costs may normalize lower in Q3, though one-time bonuses and maintenance expenses drove short-term cost increases.

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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 September 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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