'
UltraTech hosted
conference call on January 24, 2026. In the conference call the company was
represented by Mr Atul Daga-Executive Director and CFO.
Key Takeaways of the call
Q3Y2026:
Lead distance has dropped to 363 Km.
Clinker conversion ratio has dropped to 1.49x.
Demand growth in the first nine months of the current year is around
6.5-7%.
Prices: cement prices has remained subdued post-GST change. Last week of September, October, November saw
some softening prices. But with growing demand, the company is witnessing
improvement in prices in all segments across the country.
There has been cost
increase in the cost of pet coke and coal and the cost increase will be passed
on to customers resulting in price increase.
In Q3, prices dropped
3% sequentially. The price drop in non trade segment was sharp.
Prices currently are
up by Rs 6-8 per bag f...
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