INDIACEM

📊 Financial & Results Updates

🏭 Major Corporate & Industry Developments UltraTech Cement (Aditya Birla Group) — parent company — announced a ₹2,000 crore capex plan for India Cements over the next two years. The investment will focus on plant upgrades, efficiency improvements, waste-heat recovery, digitisation, and renewable energy usage. Production capacity is targeted to increase significantly by FY27, and green power usage is planned to rise sharply by FY29. Non-core asset sales and land monetisation are being used to fund expansion without adding debt. Recent quarterly performance showed improvement — revenue growth, positive operating profit, and sharply reduced losses. 📊 Financial & Results Updates Latest quarterly (Dec 2025) results showed: Strong year-on-year revenue growth (around high-teens to 20%+ range). Improved operating performance compared to last year. However, profitability remains weak overall due to high costs and competitive pricing pressures in the cement sector. 📈 Stock Performance & Price Action (Feb 2026) Stock is trading roughly in the ₹430–₹460 range recently. It has corrected from near the 52-week high (~₹485) but still remains much higher than last year’s lows (~₹239). Short-term trend has been slightly weak to sideways after a strong rally in 2025. Returns snapshot: 1-month: Negative 3–6 months: Positive 1-year: Strong gains (over 50%) 🏗️ Sector Tailwinds & Headwinds