UltraTech Plans Rs 100 Billion Capex for FY26

01 Aug 2025 CW Team

UltraTech Cement, part of the Aditya Birla Group, has announced a capital expenditure plan of up to Rs 100 billion for FY26. The investment will focus on increasing production capacity, improving energy efficiency, and enhancing overall operational performance.

The move comes amid rising cement demand driven by infrastructure development and rapid urbanisation across India. UltraTech expects cement demand to grow by 6–7 per cent in FY26 and forecasts a similar rise in its own performance.

In FY25, the company added 26.3 million tonnes per annum (MTPA) of grey cement capacity through the acquisitions of India Cements and Kesoram Industries. It plans to further add 28.8 MTPA organically by FY27. As of 30 June 2025, UltraTech's consolidated capacity stood at 192.26 MTPA.

Notably, UltraTech accounted for 55 per cent of the Indian cement sector’s total capacity expansion in FY25, adding 42.6 MTPA. Despite delays in infrastructure projects and an extended monsoon, the company remains optimistic about future growth.

UltraTech reported revenue of over Rs 750 billion in FY25, reflecting strong market momentum. With its strategic investments and expanding footprint, the company is reinforcing its leadership in the Indian cement industry and preparing for its next phase of growth.

Infrastructure Energy

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