UltraTech Cement shares in focus as company set to hit 200 MTPA capacity ahead of schedule

UltraTech Cement shares will be in focus on Wednesday after Chairman Kumar Mangalam Birla announced that the company will cross the 200 million tonnes per annum (MTPA) capacity milestone by the end of this fiscal, a year ahead of its earlier FY27 target.

Addressing shareholders at the company’s Annual General Meeting (AGM) on Tuesday, Birla said this achievement positions the Aditya Birla Group flagship as the largest cement-selling company in the world outside China.

Birla noted that India, with projected GDP growth of 6.5% in FY25, remains the fastest-growing major economy globally. The March quarter recorded 7.4% growth, driven by construction and manufacturing.


He added that despite global market volatility, geopolitical challenges, and fragmented trade relations, India’s strong fundamentals, resilient financial system, and supportive policy measures will sustain growth momentum into FY26.

In FY25, UltraTech Cement added 42.6 MTPA of capacity—16.3 MTPA through organic expansion and 26.3 MTPA via acquisitions, including stakes in India Cements and the cement business of Kesoram Industries.

As of March 2025, the company’s consolidated capacity stood at 188.8 MTPA. With nearly 70% of capital expenditure directed towards expansion, UltraTech is firmly on track to cross 200 MTPA in FY26, well ahead of schedule.

Birla emphasized that this scale-up underscores UltraTech’s strong industry positioning and aligns with India’s infrastructure-led growth trajectory. He added that the company’s balanced strategy of organic and inorganic expansion reinforces its leadership in the sector.

On Tuesday, UltraTech Cement shares closed 0.7% higher at Rs 12,855.70 on BSE.

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