UltraTech Cement stock tracks new capacity at 204.7 MTPA

Published on 09/25/2026 at 09:30 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UltraTech Cement stock posted INR 24,648 crore in Q1 FY27 revenue, up 16 percent year over year. Net profit reached INR 2,599 crore, up 17 percent.

UltraTech Cement, INE481G01011, Illustration mit AI erstellt.

UltraTech Cement (ISIN INE481G01011) was trading at INR 11,058 on NSE on September 25, 2026 at 12:59 p.m. IST, 15.6 percent below its 52-week high of INR 13,110. As Sahi reported on September 24, 2026, the cement producer commissioned 4.6 MTPA of capacity, taking domestic grey cement capacity to 204.7 MTPA.

Capacity reaches 204.7 MTPA

The expansion gives UltraTech Cement a larger operating base as construction demand remains central to its growth strategy. The 4.6 MTPA addition is the concrete operating figure behind the latest company update, while the 204.7 MTPA domestic capacity figure defines the scale now available for future volume gains.

The capacity increase also broadens the investor narrative beyond quarterly earnings. A larger network can support distribution efficiency and fixed-cost absorption, but the next test is whether volumes and pricing convert that footprint into sustained margin expansion.

Q1 growth meets a quarterly dip

According to Economic Times, Q1 FY27 consolidated revenue reached INR 24,648 crore, up 16 percent year over year, while net profit rose 17 percent to INR 2,599 crore. EBITDA increased 12 percent to INR 5,146 crore, and consolidated grey cement volumes reached 41.31 million tonnes, up 12 percent.

The quarterly comparison is less favorable: revenue declined 4.46 percent from INR 25,799.47 crore in Q4 FY26 to INR 24,648.20 crore in Q1 FY27, according to TradeBrains. The contrast matters: annual growth remains strong, while the sequential decline places greater weight on utilization, realizations and cost control.

Stock stays below yearly high

UltraTech Cement stock was trading at INR 11,058 on NSE on September 25, 2026, with a daily change of 0.02 percent. Its 52-week range was INR 10,325 to INR 13,110, and its market capitalization stood at INR 3,252,691,702,356 on the same date.

The market snapshot leaves the stock 733 rupees above its yearly low and 2,052 rupees below its yearly high. For investors, the operating question is whether the new capacity and Q1 volume growth can narrow that distance through stronger cash generation and earnings consistency.