UltraTech Cement Q3 Beat: Share Price aur FY26 Outlook hua zabardast!

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AuthorAnanya Iyer|Published at:
UltraTech Cement Q3 Beat: Share Price aur FY26 Outlook hua zabardast!
Overview

Lo bhaiyo, UltraTech Cement ke results aa gaye hain aur kya jabardast result aaya hai! Q3 FY26 mein company ne expectations ko peeche chhod diya hai, volume aur margin dono mein tagda beat dikhaya hai. Aisa lag raha hai FY26 ke end tak net debt to EBITDA ratio **1x** ke aas paas aa jayega.

Company ke Q3 FY26 results ne toh sabko chaunkaya hai, revenue aur profit mein analyst ke predictions ko beat kiya, especially volume growth aur margin performance mein.

Management ka kehna hai ki FY26 ke end tak net debt/EBITDA ratio 1x tak aa jayega, matlab financial deleveraging acchi ho rahi hai.

India mein infrastructure boom chal raha hai, jisse cement ki demand zabardast hai. Is demand ko poora karne ke liye company ne taiyaariyan kar li hain.

Kesoram Industries aur India Cements ka acquisition integration plan se bhi pehle ho raha hai. Management ne bataya ki inka cost improvement capex shuru ho gaya hai, jisse synergies jaldi milengi.

Capacity badhane par full focus hai. Q4 FY26 mein hi 8-9 million tons capacity add hogi. Uske baad FY27 mein 12 million tons aur FY28 tak total 22 million ton ki phased expansion plan hai.

Growth ke liye funding internal accruals se hogi. Aur company apne non-core assets jaise land bechkar ₹500 crore judne ki ummeed kar rahi hai, jisse balance sheet aur mazboot hogi.

Pet coke, coal, labor aur rupee depreciation ke badhte kharch ko company cement prices badha kar recover karegi, kyunki South India mein demand aur pricing stable hone ki ummeed hai.

Cable aur wires business bhi track par hai, October-December 2026 quarter mein naye products launch honge.

Outlook toh positive hai, par raw material costs mein achanak increase, government projects mein delay ya demand mein kami jaise risks par nazar rakhni hogi. Acquisition integration aur capacity expansion time par hona bhi crucial hai. Lekin company ka focus debt kam karne aur khud paisa generate karne par hai, jo ise resilient banata hai.

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