UltraTech continues to make sturdy progress on value optimization. Renewable vitality capability elevated to 752 MW in FY25 from 612 MW a 12 months in the past, with a goal of reaching 2.1 GW by FY27, masking ~30% of complete vitality wants. Funding in waste warmth restoration techniques (WHRS) is ongoing, with Rs 10 bn being deployed in tasks anticipated to pay again inside three years. Administration stays dedicated to delivering Rs. 300+/tonne Ebitda enchancment in core operations, of which Rs 86/tn has already been achieved. For newly acquired entities, India Cements is focused to succeed in Rs 500/tn Ebitda by FY26, Rs 800/tn by FY27, and Rs. 1,000+/tn by FY28, whereas Kesoram’s Ebitda/tonne is anticipated to cross Rs 1,000 by This autumn FY26E.
Newsstate24 Revenue’s particular analysis part collates high quality and in-depth fairness and financial system analysis experiences from throughout India’s prime brokerages, asset managers and analysis businesses. These experiences supply Newsstate24 Revenue’s subscribers a chance to broaden their understanding of firms, sectors and the financial system.
Systematix Report
UltraTech Cement Ltd. continues to reveal strong operational efficiency and strategic developments. The corporate is progressing steadily with its integration of just lately acquired property, aiming to align their operational effectivity with UltraTech’s over the following 24 months.
Web debt/Ebitda stays snug at 1.16 occasions, and administration goals to deleverage additional to 0.5x over the following few years.
We keep a optimistic outlook on UltraTech Cement’s long-term development potential, pushed by its sturdy market management, disciplined value administration, and impressive capability enlargement plans.
We reiterate a Purchase ranking on the inventory, with a goal value of Rs 14,038, primarily based on a 19 occasions EV/Ebitda a number of for FY27E.
Click on on the attachment to learn the total report:
DISCLAIMER
This report is authored by an exterior occasion. Newsstate24 Revenue doesn’t vouch for the accuracy of its contents neither is answerable for them in any manner. The contents of this part don’t represent funding recommendation. For that it’s essential to all the time seek the advice of an skilled primarily based in your particular person wants. The views expressed within the report are that of the creator entity and don’t signify the views of Newsstate24 Revenue.
Customers haven’t any license to repeat, modify, or distribute the content material with out permission of the Authentic Proprietor.
. Learn extra on Analysis Reviews by Newsstate24 Revenue.
