‹ All Posts
VIJAY KUMAR GUPTA

10th Sep · SEBI-Registered Analyst

ULTRACEMCO
Scale & Operations

ULTRACEMCO
Manufacturing Capacity: Over 190 million tonnes per annum (MTPA), with a target to expand beyond 212 MTPA by FY27. Infrastructure: Operates dozens of integrated cement plants, grinding units, bulk terminals, and nearly 400 RMC plants across more than 150 cities. White Cement Brand: Marketed under Birla White, with a strong position in premium and decorative segments. Distribution Network: Over 1,45,000 channel partners, covering more than 80% of India’s retail market. History & Growth Started in 1983 as part of Larsen & Toubro’s cement division. Acquired and consolidated under Grasim Industries (Aditya Birla Group) in the early 2000s. Expanded aggressively through acquisitions: Jaypee Group’s cement plants, Binani Cement, and others. Continues to look at acquisitions (for example, HeidelbergCement India) to strengthen market leadership. Financial Performance (Recent) Reported revenue growth driven by higher sales volumes, though profitability is often impacted by input costs and price pressures. Latest quarterly net profit was around ₹24,800 crore, supported by 17% volume growth. Focus on operational efficiency, capacity expansion, and maintaining market share in competitive regions. Strategic Focus Capacity Expansion: Target of adding nearly 29 MTPA by FY27 to maintain market leadership. Sustainability: Significant investment in green energy, alternative fuels, and reducing carbon footprint. Market Leadership: Aiming to stay ahead of competitors like Shree Cement, ACC, and Ambuja Cement. Compliance: Selling stake in India Cements to meet SEBI’s public shareholding norms.

#WatchOutFor#FundamentalViews#HiddenGems#PsychologyofMoney#MacroViews
download (1).png
1,133 likes·29 comments