UltraTech Cement Ltd (ULTRACEMCO) Q4FY26 Management Mirror - Mar-2026 Qtr
Capacity Expansion & Capex
Management accelerated its capacity target in the Mar'26 Qtr, aiming for 242.5 million tonnes by Mar'28, an upward revision from the Dec'25 Qtr target of 235 million tonnes by Mar'28 and the Sep'25 Qtr goal of 240-245 million tonnes by Mar'29. Annual capital expenditure expectations remain steady at 8,000 to 10,000 crores for the foreseeable future, fully consistent with the 9,500-10,000 crores FY26 guidance provided in the Dec'25 Qtr and Sep'25 Qtr. [Status: Upgraded]
4 more themes on the ELITE plan.