UltraTech Cement firmly on track to cross 200 MTPA capacity in FY26: Kumar Mangalam Birla

"Your company added 42.6 MTPA of capacity during the year, with 16.3 MTPA through organic expansion and 26.3 MTPA through strategic acquisitions, notably India Cements and Kesoram Industries," Birla said.

With this, the total consolidated capacity of UltraTech Cement as of March 2025 stood at 188.8 MTPA. "With nearly 70% of capital expenditure focused on growth, your company is firmly on track to cross 200 MTPA capacity in FY26 – a full year ahead of the original FY27 goal," he added.

In FY25, the Aditya Birla group firm achieved a cumulative installed capacity of 1 GW of renewable energy for captive use, becoming one of the first companies in India, in the industrial category, to do so. During the period, UltraTech Cement installed green energy capacity rose to 1,371 MW, which can cater to 46% of current electricity requirements.

Birla further said that the construction sector is poised for robust performance, aided by increased focus on infrastructure projects through Gati Shakti, higher allocation for affordable housing schemes, and the Asset Monetisation Plan aimed at unlocking infrastructure funds.

"Despite risks from global market volatility, geopolitical developments, and fragmented trade relations, India’s strong fundamentals, resilient financial system, and policy focus on long-term stability position it well to sustain growth. The country is expected to retain its position as the fastest-growing major economy in 2025-26," Kumar Mangalam Birla said.

The leading cement maker had posted a 49% growth in its consolidated net profit at ₹2,226 crore for the quarter ended June 30 of the current fiscal year as compared to ₹1,494.8 crore for the same quarter of the previous fiscal year.

The company’s revenue from operations stood at ₹21,275 crore year-on-year (YoY) for the quarter under review as compared to ₹18,819 crore, marking an increase of 13%.

UltraTech’s operating profit, or earnings before interest, taxes, depreciation, and amortisation (EBITDA), witnessed a growth of 46% at ₹4,410 crore as against ₹3,017 crore YoY.

In Q1, the firm’s margin also advanced by 20.7% in contrast to 16% reported in the same quarter last fiscal year.

UltraTech’s consolidated sales volume reached 36.83 million metric tonnes (mt) for the quarter, growing 9.7% with the acquisitions of The India Cements Limited and the cement business of Kesoram Industries Limited.

On Tuesday, shares of UltraTech Cement settled at ₹12,850 apiece on the National Stock Exchange, rising 0.67%.