Q1 2025 UltraTech Cement Ltd Earnings Call Transcript
Key Points
- Rural demand grew by 9% in Q1 FY25, indicating strong market potential.
- UltraTech Cement Ltd (BOM:532538) achieved a capacity utilization of 85%, showcasing efficient use of resources.
- The company is making significant strides in sustainability, with 6.5% of fuel consumption coming from alternate fuels.
- UltraTech Cement Ltd (BOM:532538) has successfully consolidated its position in the UAE market with a 54% stake in RAK White Cement.
- The company is on track with its expansion plans, adding 16 million tonnes of capacity this year, representing 40% of new capacity in the country.
- Infra demand was slow in Q1 FY25, which could impact future growth if not improved.
- Prices have been soft, with a 2.4% decline in Q1 and further softness expected in July.
- The company faced higher other expenses due to one-time marketing spends, impacting profitability.
- East region showed the lowest capacity utilization at 80%, indicating regional disparities in demand.
- The company’s clinker utilization is around 85-86%, which may indicate limited room for further efficiency improvements in the short term.
Ladies and gentlemen, good day, and welcome to the UltraTech Cement Limited Q1 FY25 earnings conference call. We must remind you that the discussion on today's call may include certain forward-looking statements and must be therefore reviewed in conjunction with the risk that the company faces. The Company assumes no responsibility to publicly amend, modify or revise any forward-looking statements on the basis of any subsequent development information or events or otherwise. [ Operator Instructions]
Please note this conference is being recorded. I now hand the conference over to Mr. Atul Daga, Business Head and Chief Financial Officer of the company. Thank you, and over to you, Mr. Daga.
Thank you so much and good afternoon, good evening and welcome to everybody on this call for the earnings of UltraTech Cement for Q1 FY 25.
Let me begin by talking about -- a bit about demand and how we perceive it. I believe that the fundamentals, the foundations of our growth
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
