Cost inflation behind it, robust outlook intact
UTCEM's 3QFY22 performance was impacted by cost inflation, primarily energy and other costs, leading to a 6.7pp YoY fall in EBITDA margin and...
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HSIE Results Daily: UltraTech Cement
Unitary EBITDA fell 20/17% YoY/QoQ to INR 1,046/MT. The company is hopeful that cost inflation has peaked out and, with demand picking up, all of...
172 Views
Better placed vs peers; preferred pick
We expect UltraTech Cement (UTCEM) to continue to post industry leading growth and profitability over FY21-24E backed by low-cost brownfield...
444 Views
HSIE Results Daily: UltraTech Cement, L&T Infotech
L&T Infotech: We maintain ADD on L&T Infotech (LTI), following a robust Q2 (beat on revenue and margin) and strong growth visibility for H2, based...
159 Views
Margins to sustain despite cost escalations
UltraTech Cement’s (UTCEM) Q2FY22 consolidated EBITDA at Rs27.1bn (flat YoY) is broadly in line with consensus estimates. Consolidated volumes grew...
139 Views