UltraTech Cement Ltd

is India's largest cement manufacturer and a leading player globally (excluding China), achieving sales volumes of 135.83 million tonnes in FY25. The company reported consolidated net sales of Rs. 21,040 crores in Q1FY26, up 13% year-over-year, with profit after tax jumping 49% to Rs. 2,226 crores. UltraTech added 42.60 mtpa capacity through organic and inorganic growth during FY25, positioning it well for future demand. The stock trades at premium valuations with strong operational performance, though cement price volatility and raw material cost inflation remain key risk factors.