UltraTech Cement Ltd
UltraTech Cement Q4 Results: 10% Profit Growth, ₹23,063 Cr Revenue & Future Expansion Plans

Business and Industry Overview: 

UltraTech Cement is the largest cement company in India. It is part of the Aditya Birla Group. The company was founded in 1983 and has become the third-largest cement producer in the world, excluding China. UltraTech has a cement production capacity of 152.7 million tonnes per year and sells 119 million tonnes each year. The company makes many building products, such as grey cement, ready-mix concrete, white cement, and wall care putty. UltraTech is known for its focus on sustainability, aiming to reduce its environmental impact and improve its operations. UltraTech has grown by buying other companies. It bought the cement business of the Jaypee Group, Century Textiles, and Binani Cement. These acquisitions helped it expand its business and market share. As of 2024, UltraTech employs over 23,000 people. It is also planning to invest ₹1,800 crore to enter the wires and cables market, with a new plant set to open by 2026. UltraTech continues to grow and lead the cement industry, both in India and globally, with a strong focus on innovation and sustainability. 

Latest Stock News: 

UltraTech Cement announced its fourth-quarter results for the year ending March 31, 2025, on April 28, 2025. The company earned a net profit of ₹2,482 crore. This is a 10% increase compared to the same quarter last year. Its total revenue was ₹23,063 crore, which is 13% higher than last year. However, the company’s profit was lower than what experts expected. Analysts had predicted a profit of ₹2,631 crore. The company faced challenges even though demand for cement increased. The average price of cement fell by about 2%. The cost of raw materials and energy also went up by 15%. These higher costs affected the company’s profit. In terms of sales, UltraTech Cement’s cement volumes rose by 17%. This matched what analysts had expected. The company also benefited from good weather, which helped boost construction activity. The stock of UltraTech Cement ended at ₹12,114 on April 28, 2025. This was a 2% decrease from the previous day. The drop was mainly due to investors selling their shares after the results. This is known as profit-taking. Analysts believe that the stock price could rise to ₹12,800 if the company keeps performing well. They also think it has strong support around ₹11,600. 

Segmental information: 

  1. Cement: This is the main part of the business. UltraTech makes different types of cement, like regular cement, ready-mix concrete, and white cement. It is the largest cement maker in India and one of the biggest in the world. 
  1. Ready-Mix Concrete (RMC): UltraTech provides ready-mix concrete, which is prepared in plants and delivered to construction sites. This is used for building projects. 
  1. White Cement and Wall Care Putty: UltraTech makes white cement for special uses, like decoration. They also make wall care putty, which helps make walls smooth before painting. 
  1. Infrastructure & Other Projects: The company is also involved in big projects like building highways, airports, and commercial buildings. These projects use cement and concrete from UltraTech. 
  1. International Operations: UltraTech has businesses outside India, in places like the Middle East, Africa, and Sri Lanka. They sell cement and related products to these countries. 

Subsidiary information

  1. UltraTech Nathdwara Cement Ltd.: This subsidiary runs a cement plant in Nathdwara, Rajasthan. It makes high-quality cement and sells it mainly in the northern and western parts of India. 
  1. UltraTech Cement Middle East Investments Limited: This subsidiary helps UltraTech grow its business in the Middle East. It manages cement-related investments in the region. 
  1. Aditya Birla Capital Ltd.: This is a financial services company. It is part of the Aditya Birla Group, which also owns UltraTech. It provides services like insurance, wealth management, and mutual funds. 
  1. UltraTech Cement (Sri Lanka) Ltd.: This subsidiary helps UltraTech sell cement in Sri Lanka. It runs cement production and sales in the country. 
  1. Birla White Ltd.: Birla White makes white cement. It is part of UltraTech and is the leader in white cement in India. 
  1. UltraTech Concrete Ltd.: This subsidiary makes ready-mix concrete. It has many plants across India to supply concrete for building projects. 

Q4 Highlights: 

  • Net Profit: ₹2,482 crore, which is 10% higher than last year. 
  • Revenue: ₹23,063 crore, up by 13% compared to last year. 
  • EBITDA: ₹4,721 crore, showing an 11% increase from last year. 
  • Cement Volumes: 41.02 million tonnes, up 17% from last year. 
  • Grey Cement Price: ₹5,052 per tonne, up 1.6% from the previous quarter. 
  • Final Dividend: ₹77.50 per share (775% of face value). 
  • Total Dividend Payout: ₹2,283.75 crore. 
  • Dividend Yield: Around 0.64%, based on the share price of ₹12,130. 

Financial Summary: 

Amount in ₹ Crore Q4 FY24 Q4 FY25 FY24 FY25 
Revenue 20,419 23,063 70,908 75,955 
Expenses 16,305 18,456 57,940 63,408 
EBITDA 4,114 4,608 12,969 12,547 
OPM 20% 20% 18% 17% 
Other Income 73 93 567 647 
Net Profit 2,259.00 2,475 7,004 6,040 
NPM 11.06 10.73 9.88 7.95 
EPS 78.22 84.23 242.65 204.94