UltraTech Cement reported a massive 74.87 per cent YoY net profit growth in the second quarter of fiscal year 2025-26. The flagship cement company of the Aditya Birla Group posted a consolidated net profit of Rs 1,237 crore in Q2 FY26. Last year, the company reported a net profit of Rs 707 crore in Q2 FY25.
Further, UltraTech Cement’s consolidated revenue also grew by 20.3 per cent YoY in the quarter. The cement major reported Rs 19,606 crore revenue from operations in Q2 FY26. In the corresponding quarter of the previous fiscal year, the company’s revenue stood at Rs 16,294 crore.
UltraTech’s net profit margins also improved in the quarter. Its net profit margins in Q2 FY26 were at 6 per cent, compared to 4 per cent in the same period last year.
UltraTech capex and operations
UltraTech said that it will invest Rs 10,255 crores for capacity expansion to cater to the future growth opportunities. This proposed capacity will be added FY28 onward, in a phased manner.
The company said that it will add a capacity of 22.8 mtpa by way of integrated units and grinding units across the country. At the end of Q2 FY26, its total capacity stood at 192.26 mtpa, with a 71 per cent capacity utilisation.
Meanwhile, UltraTech reported a growth of 22.3 per cent in domestic grey cement without considering the sales volumes of India Cements and Kesoram since both the companies were acquired by UltraTech this year.
The newly acquired companies, India Cements and Kesoram, generated an operating EBITDA of Rs 386 per ton and Rs 755 per ton, respectively. Both the acquisitions are rapidly improving, with 55 per cent of Kesoram volumes and 31 per cent of India Cements volumes already transitioned to the power of the UltraTech brand.