UltraTech Cement (ULTRACEMCO) — concall transcript

📢 Key Event
UltraTech Cement unveiled a Rs. 1,800 crore CAPEX plan for cables and wires expansion, targeting 30-31 million tons capacity by FY27 and a 25% ROCE by FY31-32.

🔄 What Changed
Added cables and wires expansion with Rs. 1,800 crore CAPEX and 25% ROCE target by FY31-32; excluded non-core categories for five years.

🔮 What's Next
Targeting 25% ROCE by FY31-32 and 30-31 million tons capacity by FY27; CAPEX to be front-loaded but evenly spread.

💡 Investor Takeaway
UltraTech is strategically expanding into adjacent construction-linked markets like cables and paint using its distribution strength, with clear financial targets and disciplined capital allocation.

UltraTech Cement announced a Rs. 1,800 crore CAPEX for a Gujarat plant to boost cables and wires capacity to 30-31 million tons by FY27, targeting ROCE of 25% by FY31-32 and leveraging its distribution network. Management emphasized non-core exclusions for five years, industry-aligned margins, and expansion into paint as a natural adjacency, citing construction value chain integration and a ₹1 lakh crore market opportunity.

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About UltraTech Cement Ltd (ULTRACEMCO)

Construction Materials · Cement · Listed on BSE

Market Cap: ₹3,35,904.79 Cr P/E: 39.3 ROE: 11.2% ROCE: 13.4% Div Yield: 2.11%

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🔥 Also filed on 31 December 2024

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

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