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ULTRATECH CAPEX
India's growth story, not AI trade reversal, will drive foreign flows: Sameer DalalIndia's economic strength, not AI's decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI's market correct...- Cement firms do well amid strain, but face capacity testCement companies saw strong volume growth in Q4 FY26, fueled by construction and government spending. Despite rising costs impacting margin...
- Cement makers expect 7-8% growth in FY27 despite West Asia headwindsIndian cement companies anticipate strong growth of 7-8 per cent in FY27. Government infrastructure projects and housing demand are key dri...
- Cement cos diverge on expansion plans amid West Asia uncertaintyIndian cement companies are taking different paths on spending. Some, like Ultratech Cement, Dalmia Bharat, and Nuvoco Vistas, are increasi...
- Karan Adani flags contractor woes, project delays as Ambuja Cements trims FY27 capexAmbuja Cements faces project delays due to contractor and team issues. The company is now prioritizing completion of ongoing expansions. Ca...
- Cement companies expect costs, muted demand to dent growthIndian cement companies are revising growth expectations downwards. Higher fuel, packaging, and logistics costs are impacting profitability...
- Rising packaging bag costs major headwind for UltraTech Cement: OfficialUltraTech Cement is navigating rising costs for plastic packaging and fuel. These expenses are a concern for the company's target of double...
- Adani Cement eyes measured growth, defers ambitious FY28 targetsAdani Cement is prioritizing increased utilization of its current facilities. The company will focus on optimizing existing capacities. Cap...
- Acquisitions turn earnings drivers for UltraTech in Q4; consolidated profit at record highUltraTech Cement reported record quarterly profit and sales growth driven by efficiency gains from integrating India Cements and Kesoram In...
- India Cements shares soar 10% as Q4 net profit rockets 300%, revenue up 3%. Check detailsIndia Cements shares surged after Q4 net profit jumped 300% YoY to Rs 60 crore, driven by a sharp rise in EBITDA, even as revenue growth re...
- Cement demand to be healthy in Q1FY27E; Likely to hit profitability despite price hikes: NuvamaIndian cement demand is set for a strong start in the first quarter of FY27. Government infrastructure spending is driving growth. However,...
- Wired for a shock: Polycab, KEI, Havells shares crash up to 20% on UltraTech entryPolycab share price: Shares of wires and cables manufacturers plunged as UltraTech Cement announced its foray into the industry. Polycab In...
- Capex cycle a multi-year theme? Keep an eye on these 13 stocksThe domestic brokerage listed 13 stocks to play the multi-year theme. Financials - ICICI Bank and Axis Bank, capital goods/infra - L&T, Sie...
- Down 32% from 52-week high, can this Sensex stock make a recovery?The brokerage is expecting pressure on earnings in H1FY23 given the increased pet coke prices and subdued cement realisations. Internationa...
- What UltraTech's Rs 12,886 cr capex plan means for cement stocksUltraTech Cement has announced plans to add 22.6 mpta of capacity which would be nearly 17 per cent of its capacity post completion of proj...
- UltraTech 'cements' its leadership position with a Rs 12,886-crore capacity expansion planUpon completion of this capacity expansion plan, UltraTech’s total capacity will go up to 159.25 MTPA, the company said in a statement. Thi...
- UltraTech announces Rs 965-cr capex for modernisation, doubling Birla White production capacityThe company's board at its meeting on Monday approved a capex of Rs 965 crore towards modernisation and the expansion of capacity at Birla ...
- UltraTech’s investments will accelerate the wheels of economic activity: Kumar Mangalam Birla"Our significant investment in the core infrastructure sector will accelerate the wheels of economic activity and aid the kickstart of the ...
- Buy UltraTech Cement with a target of Rs 4500: Right HorizonsThe cheaper credit would provide enough room for CAPEX and inorganic expansion.
- Hold UltraTech Cement Ltd., target Rs 3660.0 : Reliance SecuritiesReliance Securities believes UCL will have an imminent revival of capex cycle along with easing supply concerns.
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