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UltraTech to hit 200 mtpa capacity target a year ahead of target in FY26: Birla

Mumbai: Ultratech Cement President Kumar Mangalam Birla said that the company will reach 200 million tons of tons a year a year before the 27 financial guidance.

“Ultratech is ready to be the world’s largest cement company outside China, and it’s really good and really ready, Birda said the shareholders at the annual general meeting of the cement manufacturer.

China National Building Material A.Ş. is the largest cement manufacturer in China with a total capacity of over 500 million tons (MTPA).

Ultratech’s capacity was found in 188.8 mtpa as of March 2025. This shows that the company will add 28.8 mtpa organic capacity in 26 financial years. Plans to invest LaIn FY26, 9,000-10,000 Crore, General Manager Kc Janwar, said in the annual report to the shareholders.

In the July 22 note, Axis Securities analysts are expected to reinforce the market leadership of Ultratech’s expansion plans and help them gain additional market share. He said that the growth of the company will be supported with strong demand, better pricing, upcoming capacity additions, increased recently assigned facilities and the advantage of lower commodity costs.

Also read | Ultratech’s volume game needs more support than prices

Adani Group is the second largest cement manufacturer of India. Holding, which entered the cement sector with the purchase of Ambuja LTD and ACC LTD in September 2022, currently has a total capacity of 104.5 mtpa. It aims to reach 118 mtpa capacity according to 26 financial years and 140 mtpa capacity until 2028.

Adani, Sanghi Industries, my home group’s cement work, Penna Cement and Orient Cement since entering the sector has been receiving cement assets. Meanwhile, Ultratech acquired Kesoram Industries’ cement unit, Indian cements and Wonder Cement.

After completing the purchase of Ambuga and ACC, Gautam Adani, the founder of the group bearing the name, said that the goal of the holding was to be the best cement manufacturer of India until 2030. However, Aditya Birla Birla Birla group protects the ultratech grass.

The cement sector attracted attention from another holding: JSW Group. JSW CEMENTS LTD, which was opened to the public last week, started his journey from the southern region to consume the slag produced by a group of companies. Now it has a 20.60 mtpa grinding capacity and aims to double 42 mtpa in the next four years.

Also read | JSW Cement IPO: Old players are a simple, green challenger

However, General Manager Parth Jindal said the company focuses on organic growth. In an introductory show, he said that the company’s balance sheet did not have the necessary capital or cash flow to leave larger peers behind in a bid battle for existing assets.

Other top cement manufacturers in India include Shree Cement, Dalmia Bharat, Nuvoco Vistas and Ramco Cement.

In the last two years, a war for the market share between Adani and Adani Bir and Group companies washed the margins of a cement industry.

Ultratech’s net income in FY25 La75.955 CRORE AND FAVÖK La13,302 Crore. Sales volumes increased by 14% annually to 135.83 million tons.

Also read | Aditya Birla’s next big garden: Can it shake cables and cables like paint?

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