UltraTech Cement Q3 outcomes: Cons PAT zooms 32% YoY, web gross sales up over 22%
The online gross sales for the reporting quarter stood at Rs 21,506 crore. This was up from Rs 17,555 croe in Q3FY25.
It also needs to be famous that the reported PAT is excluding the impression of New Labour Code.
“Pursuant to the implementation of the brand new Labour Code within the nation with impact from twenty first November, 2025, the Firm has recognised Rs. 88 crores as an distinctive expense in the direction of further Gratuity and Depart Encashment obligations. PAT after this one-time price stands at Rs. 1,725 crores,” the corporate mentioned in its press launch.
The Authorities of India, as a part of its Labour reform, has codified 4 Labour Codes by rationalization, consolidation and simplification of 29 Labour Legislations, launched with the target of bettering ease of doing enterprise and increasing social safety protection to a wider workforce.
The corporate reported a robust operational efficiency within the third quarter of FY26, with EBITDA additionally rising 29% year-on-year to Rs 4,051 crore. This marks a major enchancment over the Rs 3,142 crore reported in Q3FY25.
On a sequential foundation as effectively, EBITDA confirmed notable development, rising from Rs 3,268 crore in Q2FY26.UltraTech’s working EBITDA per metric tonne (EBITDA/Mt) rose to Rs 1,051/Mt, marking an enchancment of Rs 140 year-on-year and Rs 97 quarter-on-quarter.
For the quarter, UltraTech reported a complete cement quantity of 36.27 million tonnes, with India Cements (together with UltraTech model gross sales) contributing 2.59 million tonnes at an EBITDA/Mt of Rs 399. The mixed working EBITDA/Mt for the group stood at Rs 1,007 on a complete quantity base of 38.87 million tonnes.
UltraTech reported consolidated gross sales volumes of 38.87 million tonnes (mtpa) for the third quarter of FY26, registering a 15% year-on-year development. The expansion was led by sturdy efficiency throughout each core UltraTech operations and India Cements, which contributed 35.02 mtpa and a pair of.59 mtpa respectively.
Notably, UltraTech model volumes alone grew 22.3% year-on-year.
Home gray cement gross sales stood at 36.37 mtpa, up 15.4% YoY, whereas white cement clocked 7.8% development to achieve 0.55 mtpa. Abroad gross sales, combining gray and white cement, got here in at 1.99 mtpa, rising 11.7% year-on-year.
Nonetheless, exports and others registered a decline of 6.2%, contributing 0.19 mtpa throughout the quarter.
When it comes to Capability enlargement, throughout the quarter, UltraTech commissioned 0.6 mtpa of cement capability at its grinding unit at Dhule Cement Works, Maharashtra and 1.2 mtpa on the built-in unit at Nathdwara Cement Works, Rajasthan.
UltraTech’s home gray cement capability now stands at 188.66 million tonnes each year (mtpa), with an extra 5.4 mtpa from its UAE operations, taking the corporate’s whole international capability to 194.06 mtpa. With this scale, UltraTech is now the second-largest cement producer globally by capability, and the most important by gross sales volumes (excluding China).
In the course of the quarter, the corporate incurred a capital expenditure of Rs 2,357 crore below its ongoing capex program. It additionally reported improved monetary metrics, with the web debt to EBITDA ratio lowering to 1.08x, highlighting operational energy and wholesome money flows.
The corporate, together with its subsidiary India Cements Restricted, has commenced its subsequent leg of enlargement, aiming so as to add 22.8 mtpa by a mix of brownfield and greenfield tasks. Work is at present progressing as per schedule, and upon completion, UltraTech’s whole capability is predicted to rise to 240.76 mtpa.
In the meantime, its Cables and Wires enterprise can be progressing on observe. Key orders have been secured, civil work is underway on the venture web site, and staff ramp-up is in progress. The corporate stays assured of adhering to the deliberate launch timeline of Q3 FY27.
