Toh bhai, India Ratings ne UltraTech Cement ki sabse top 'IND AAA/Stable' waali credit rating ko reaffirm kar diya hai, matlab abhi bhi sabse best rating hai aur aage bhi stability ka waada hai. Yeh sab isliye hua kyunki company ka business leadership ekdum top notch hai aur financial health bhi bahut badhiya hai.
Aur numbers dekho, company ka consolidated revenue 19% saal-dar-saal badha hai, jo ki ₹627 billion tak pahunch gaya hai FY26 ke pehle 9 mahine mein. Mast growth dikha rahe hain!
Profitability bhi sudhar rahi hai. EBITDA per metric tonne ab ₹1,042/mt ho gaya hai, jo pehle ₹924/mt tha. Aur debt ki baat karein toh net leverage ratio bhi 1.1 times ho gaya hai, jo pehle 1.4 times tha. Matlab paisa manage karna aata hai bhai inko, interest coverage bhi 8.2x hai.
Company ne pichle kuch saalon mein ₹250 billion ke aas paas CapEx kiya hai aur aage bhi FY26 aur FY27 mein ₹100-110 billion lagaane ka plan hai. Capacity bhi badha rahe hain, FY28 tak 240.8 million metric tonnes tak pahunchne ka target hai. Cement market mein toh inka raaj hai hi.
Cost cutting par bhi focus hai, jaise ki green power ka use badha rahe hain. Ab 41% green power use ho raha hai, aur FY30 tak 85% tak pahunchane ka target hai. Woh alag, company wires aur cable business mein bhi ₹18 billion laga rahi hai, taaki ek naya market pakad sakein.
Aur haan, The India Cements aur Kesoram Industries ke cement business ko bhi integrate kar rahe hain, taaki unki profitability bhi UltraTech jaisi ho jaye.
Basically, UltraTech hamesha se hi strategic growth karta aaya hai, chahe organic ho ya acquisitions. Isi wajah se market mein apni position maintain ki hui hai aur financial metrics bhi strong rakhe hain.
Toh overall, sab mast lag raha hai. Rating agency ko bhi bharosa hai ki company aage bhi grow karegi aur apna paisa manage karti rahegi. Stable outlook isi baat ka ishara hai.