Ultratech Cement Ltd. Share Price

UltraTech Cement Q2 profit rises 21% as sales grow 19%

UltraTech Cement Limited (NSE: ULTRACEMCO) reported Q2 FY27 consolidated net profit of ₹1,494 crore, up 21.3% YoY. Revenue from operations increased 18.8% to ₹23,295 crore, supported by strong cement demand and higher sales volumes. However, profit fell short of market expectations. Key Highlights • Domestic grey cement sales volumes grew 13.8% to 35.94 million tonnes. • Raw material costs increased 24% YoY, putting pressure on profitability. • Total expenses rose 17.8% YoY. • Operating EBITDA reached ₹974 per tonne. • Domestic cement capacity stood at 204.7 million tonnes per annum at September-end. My View UltraTech's volume growth indicates healthy demand, supported by improving construction and infrastructure activity. However, the 24% increase in raw material costs highlights an important concern. Despite strong revenue growth, higher input costs prevented the company from meeting profit expectations. The key positive is its scale and capacity expansion, which could help UltraTech capture additional demand as infrastructure spending and construction activity strengthen. I believe pricing power will be more important than volume growth alone over the coming quarters. What I'm Watching Next I will monitor cement price increases after the festive season, EBITDA per tonne and whether raw material inflation begins to moderate. Sustained volume growth alongside improving realisations would indicate stronger earnings potential. Stance: Cautiously positive on long-term demand and market position, but near-term profitability will depend on cost control and pricing improvements. Disclosure: I do not have any holding or position in the stock mentioned above.

UltraTech Cement Q2 preview strong volumes offset Fuel ??

Nifty eyes 23,317 as FIIs turn net buyers

Nifty 50 closed at 23,146.15, up 0.65%, while FIIs turned net buyers with purchases of ₹1,165.92 crore. However, DIIs sold ₹3,661.28 crore, and the Nasdaq Composite fell 2.15%, creating mixed signals for Monday's session. Key Market Cues GIFT Nifty: 23,112.50, indicating a potentially cautious opening near Friday's close. Nifty support: 22,975.77 Nifty resistance: 23,316.53 Bank Nifty: Support at 55,432.92; resistance at 56,255.08. India VIX: 14.06, up 0.21%, indicating a slight increase in volatility. Brent crude: Around $107.91, easing from recent highs. Market View FII buying and Nifty's strong close provide some support, but DII selling and weak US technology stocks warrant caution. A sustained move above 23,316 could strengthen bullish momentum, while a break below 22,976 may weaken the near-term structure. Stocks and Results to Watch Bajaj Finance, HFCL, Hindustan Zinc, Union Bank of India, LT Technology Services, UltraTech Cement and other companies have scheduled board meetings for results or corporate actions. Watch for actual announcements and market reactions. Learning Outcome: Combining institutional flows, global market cues, volatility and key technical levels helps traders assess market conditions without relying on any single indicator. Disclosure: For educational purposes only. Not investment advice or a guaranteed market forecast.

Pre-Market Report & Global Cues | 19 October

Indian markets face mixed global cues this Monday. US futures are positive, with Nasdaq futures up nearly 1%, but Asian markets are mostly lower. GIFT Nifty points to a flat opening, while crude near $108 remains a concern. Bond yields have eased: US 10-year yields fell to 5.06% from 5.36% eight days ago. Indian 5-year and 10-year yields closed at 7.17% and 7.36%, respectively. This offers some relief to equities, but crude and the rupee at ₹94.96 per dollar remain key concerns. Banking in focus: Axis Bank reported 38% YoY profit growth to ₹7,003 crore. HDFC Bank and ICICI Bank may see action as investors assess their weekend results. Stock-specific updates: • Prestige Estates: Sales bookings of ₹7,225 crore, up 20% YoY. • DLF: Net profit of ₹1,301 crore. • Central Bank of India: Profit growth of 21%. • RailTel: Orders worth ₹167.52 crore and ₹18.99 crore. • Zen Technologies: Approved ₹135.15 crore investment for a 51.98% stake in Cogknit Semantics. • Vedanta: Gamsberg expansion aims to double zinc capacity to 500,000 tonnes. • Oil India: Signed a revenue-sharing contract for a coal-bed methane block. Earnings to track: LTIMindtree missed Q2 profit estimates, while its North American AI managed services contract is a positive business development. Bajaj Finance, UltraTech Cement, Hindustan Zinc and IREDA are scheduled to report today. Market view: Positive US futures and easing bond yields offer support, but weak Asian markets and high crude could limit gains. Watch Nifty’s opening response and whether banks attract sustained buying. If participation broadens beyond a few heavyweight stocks, recovery could improve; otherwise, expect a stock-specific session.

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