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UltraTech Cement Limited (UCLQF) Q4 2026 Earnings Call Tr...
SA Transcripts · 2026-04-28 · via All Articles on Seeking Alpha

UltraTech Cement Limited (UCLQF) Q4 2026 Earnings Call April 27, 2026 7:30 AM EDT

Company Participants

Atul Daga - Chief Financial Officer
Kailash Jhanwar - MD & Whole-time Director

Conference Call Participants

Rahul Gupta - Morgan Stanley, Research Division
Pulkit Patni - Goldman Sachs Group, Inc., Research Division
Prateek Kumar - Jefferies LLC, Research Division
Amit Murarka - Axis Capital Limited, Research Division
Indrajit Agarwal - CLSA Limited, Research Division
Jashandeep Singh Chadha - Nomura Securities Co. Ltd., Research Division
Ritesh Shah - Investec Bank plc, Research Division
Pinakin Parekh - HSBC Global Investment Research
Raashi Chopra - Citigroup Inc., Research Division
Ashish Jain - Macquarie Research
Satyadeep Jain - AMBIT Capital Private Limited, Research Division

Presentation

Operator

Ladies and gentlemen, good day, and welcome to the UltraTech Cement Limited Q4 FY '26 Earnings Conference Call. [Operator Instructions] Please note that this conference is being recorded.

I will now hand the conference over to Mr. Atul Daga, Chief Financial Officer, for opening remarks. Thank you, and over to you, sir.

Atul Daga
Chief Financial Officer

Thank you. Good evening to everybody. I want to begin not with numbers, but where we stand as a company because fiscal '26, in my view, is a year that will be looked back on as a genuinely significant in UltraTech story. And fiscal '27 started with an achievement of major milestones. UltraTech crossed 200 million tonnes of cement production capacity in India, a first for any company in a single country outside of China. Let me put this in context. We reached 100 million tonnes in 2019, added another 50 million tonnes in 5 years by 2024, and we completed a journey from 150 million to 200 million tonnes in less than 2 years. This is a feat, even more remarkable since we are a full year ahead of our targets as what we had set for ourselves.