Sector Alpha Week of 2026-07-31
Sector Alpha — machine-written from the numbers · Data as of 2026-07-31

UltraTech Cement Ltd

ULTRACEMCO
Cement

UltraTech Cement Ltd's earnings have outrun its stock. EPS grew +35.2% in a year against a −1.7% price move.

The sharpest disagreement: annual EPS moved +35.2% against a −1.7% price move — the market has not yet caught up with the delivery.

The price is in a downtrend (14 weeks in) while the P/E sits at the 51st percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +17.2% year on year, and 174% of the last 3 years' profit arrived as cash. What settles it: whether the price catches up with earnings that have already moved.

Stage
Turning around
partial read
Price
₹11,903
−1.7% 1Y
P/E
40.7×
51st pctile
of its own 10-year range
Revenue (Jun 26)
₹24,648 Cr
+15.9% YoY
Profit (Jun 26)
₹2,604 Cr
+17.2% YoY
Operating margin
20.0%
−1.0 pp YoY
ROCE
13%
FY26
Cash conversion
174%
of profit, last 3 FY
Withheld from this page: Part of this page is deliberately not drawn: its two data sources disagree by up to 17% on reported income across 15 comparable periods, so nothing from the second source is placed here — the PEG ratio and its quarterly curve, the quarterly return curves, the annual return-on-invested-capital overlay, the total-debt and debt-to-equity series and the F-score and the return-on-invested-capital reading are absent for that reason. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data. The quarterly history also begins where the primary source begins: 5 earlier quarters the second source carries are not spliced in front of it. Extending a reported profit series is stricter than showing a ratio chart — it needs a source that has been checked.
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

UltraTech Cement Ltd trades at ₹11,903, in a downtrend and 14 weeks into that stage. That is +1.5% against its own 200-day average. It sits at 55% of a 52-week range of ₹10,616 to ₹12,963. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks.

Today the stock is in a downtrend — week 14 of stage 4, confirmed. At ₹11,903 it trades +1.5% versus its 200-day average and sits at 55% of its 52-week range (₹10,616–₹12,963).

Jul 26: ₹11,903 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+1.5% versus the 200-day line, week 14 of stage 4
Price50-day avg200-day avg
S2S2S4₹13,399₹11,818₹10,236₹8,655₹7,073₹11,903₹11,732Jul 23May 24Feb 25Nov 25Jul 26
S2S2S4₹13,399₹11,818₹10,236₹8,655₹7,073₹11,903₹11,732Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (548 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Feb 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +330% while the NIFTY 500 moved +282% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 2 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

UltraTech Cement Ltd trades at 40.7× P/E, mid-range by its own standards (51st percentile). Its long-run median P/E is 40.5×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 40.7× is mid-range by its own standards (51st percentile), against a long-run median of 40.5× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 40.7× vs a 40.5× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 57× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (51st percentile)
P/EMedianEPS (TTM) (quarterly)
59.7×₹31648.5×₹23737.2×₹15825.9×₹79.014.7×₹0.0×40.70×₹292Feb 16Oct 18Jun 21Jan 24Jul 26
59.7×₹31648.5×₹23737.2×₹15825.9×₹79.014.7×₹0.0×40.70×₹292Feb 16Jun 21Jul 26
P/E
40.7×
51st percentile of 10y

Why the multiple sits where it does: over the past year annual EPS moved +35.2% against a −1.7% price move — earnings outran the price, pushing the multiple DOWN its own range.

The price move, decomposed: over 5y, of the +9.3%/yr price move, ~+5.5%/yr came from earnings growth and ~+3.8 pp from the multiple (expanding); over 10y, of the +12.3%/yr price move, ~+11.7%/yr came from earnings growth and ~+0.6 pp from the multiple (roughly flat). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

The PEG ratio and its quarterly curve, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 17% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

03 · Stage: Turning around

Stage: Turning around Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

UltraTech Cement Ltd reads as turning around on its fundamental arc. Turning around — profit growth swung from −9.2% at the trough to +26.7% off a 5-quarter-old trough, ROCE holding at 13.0%. The read is built from 8 quarters across 4 curves, on partial evidence.

Growth, year by year: revenue +16.5% in FY26, profit +35.6% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
36%153%27%104%17%54%7.8%4.7%−1.7%−45%%%16.5%35.6%FY16FY21FY26
36%153%27%104%17%54%7.8%4.7%−1.7%−45%%%16.5%35.6%FY16FY21FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue accelerating, profit accelerating
RevenueProfitEPS
18%40%15%25%12%11%8.4%−4.0%5.1%−19%%%17.2%26.7%25.3%Sep 23Dec 24Jun 26
18%40%15%25%12%11%8.4%−4.0%5.1%−19%%%17.2%26.7%25.3%Sep 23Dec 24Jun 26
ROCE Annual readings — the quarterly balance-sheet pieces this curve needs are not held for this stock, so the returns read moves once a year and carries less weight in the call.
the return curve, annual readings
ROCE
15%14%13%12%11%%13%FY23FY24FY26
15%14%13%12%11%%13%FY23FY24FY26
Revenue growth
Steady high
latest +17.2% · span +6.0% to +17.2%
Profit growth
Flat
latest +26.7% · span −13.8% to +35.6%
EPS growth
Rising
latest +25.3% · span −14.5% to +33.6%
ROCE
Stuck low
latest 13.0% · span 11.0%–15.0%

Why it matters: growth inflections are where re-ratings start — the curves say a turn is forming, so the question becomes whether the next quarters confirm it.

Return readings here are annual, not quarterly — read as level and direction only; they can confirm the growth curves but never drive the stage on their own.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+16.5%+11.9%+14.6%+13.4%
Profit+35.6%+17.3%+8.4%+12.7%
EPS+35.2%+16.5%+7.9%+11.9%
Share price−1.7%+12.7%+9.3%+12.3%
Revenue YoY (Jun 26)
+15.9%
latest quarter vs a year ago
Profit YoY (Jun 26)
+17.2%
latest quarter vs a year ago
Revenue 10y
13.4%
long-run compound pace
04 · 4-Factor Sector Score

4-Factor Sector Score

63.1/100 — rank 3 of 26 in Cement · 76% evidence confidence

UltraTech Cement Ltd scores 63.1 out of 100 against the 26 companies it is compared with in Cement, ranking 3. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 21.9 + 17.1 + 9.2 + 14.9 = 63.1. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

UltraTech Cement Ltd reported ₹24,648 Cr of revenue in the Jun 26 quarter, +15.9% year on year. That is the 11th straight quarter of year-on-year growth. Over 10 years it has compounded at 13.4% a year. The last full year, FY26, came in at ₹88,512 Cr. The last four reported quarters add to ₹91,884 Cr.

FY26 revenue came in at ₹88,512 Cr (+16.5% on the year), capping 10 years at 13.4% compound. The latest quarter (Jun 26) printed ₹24,648 Cr, +15.9% year on year — the 11th consecutive quarter of year-over-year growth.

FY26 revenue ₹88,512 Cr (+16.5% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
13.4% a year over 10 years
RevenueYoY growth
95.6k36%71.7k27%47.8k17%23.9k7.8%0−1.7%₹ Cr%₹88,51216.5%FY16FY21FY26
95.6k36%71.7k27%47.8k17%23.9k7.8%0−1.7%₹ Cr%₹88,51216.5%FY16FY21FY26
Jun 26: ₹24,648 Cr (+15.9% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
11th straight quarter of growth
Revenue (quarterly)YoY growth
27.9k24%20.9k18%13.9k12%7.0k6.2%00.0%₹ Cr%₹24,64815.9%Sep 23Dec 24Jun 26
27.9k24%20.9k18%13.9k12%7.0k6.2%00.0%₹ Cr%₹24,64815.9%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +17.7% growth against the decade's 13.4% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +17.2% over the last 4 quarters against +13.0%/yr over the last 8 — accelerating; TTM profit +26.7% vs +12.2%/yr — accelerating.

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

UltraTech Cement Ltd's operating margin is 20.0% in the Jun 26 quarter, −1.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 17.0% to 26.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 20.0%, −1.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 17.0%–26.0%.

🚨 Why the margin moved: operating margin went −0.4 pp year on year while gross margin went −0.3 pp — the loss came mostly from the gross line: input costs and pricing.

FY26: 19.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 17.0–26.0% band over 13 years
operating marginYoY change (pp)
27%4.7%24%2.1%22%−0.5%19%−3.1%16%−5.7%%%19%2%FY14FY20FY26
27%4.7%24%2.1%22%−0.5%19%−3.1%16%−5.7%%%19%2%FY14FY20FY26
Jun 26: 20.0% operating margin (−1.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
23%5.7%20%3.1%17%0.5%14%−2.1%11%−4.7%%%20%−1%Sep 23Dec 24Jun 26
23%5.7%20%3.1%17%0.5%14%−2.1%11%−4.7%%%20%−1%Sep 23Dec 24Jun 26
07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

UltraTech Cement Ltd earned ₹2,604 Cr of net profit in the Jun 26 quarter, +17.2% year on year. It is the 6th consecutive quarter of growth. Full-year FY26 profit was ₹8,188 Cr. The 10-year compound rate is 12.7%. That is 10.6% of the quarter's revenue. The same quarter a year earlier earned ₹2,221 Cr.

Jun 26 profit was ₹2,604 Cr, +17.2% year on year — the 6th consecutive quarter of growth. On the full year, FY26 printed ₹8,188 Cr (+35.6%), and the 10-year compound rate is 12.7%.

FY26 profit ₹8,188 Cr (+35.6% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.7% a year over 10 years
Net profitYoY growth
8.8k153%6.6k104%4.4k54%2.2k5.0%0−44%₹ Cr%₹8,18835.6%FY16FY21FY26
8.8k153%6.6k104%4.4k54%2.2k5.0%0−44%₹ Cr%₹8,18835.6%FY16FY21FY26
Jun 26: ₹2,604 Cr (+17.2% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
6th straight quarter of growth
Net profit (quarterly)YoY growth
3.2k84%2.4k50%1.6k15%810−20%0−54%₹ Cr%₹2,60417.2%Sep 23Dec 24Jun 26
3.2k84%2.4k50%1.6k15%810−20%0−54%₹ Cr%₹2,60417.2%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +15.9% and the margin −1.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +35.1% vs revenue +17.7%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 174% of UltraTech Cement Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹15,316 Cr of operating cash against ₹8,188 Cr of profit. After ₹11,382 Cr of capital spending, ₹3,934 Cr was left as free cash.

FY26: operating cash of ₹15,316 Cr against reported profit of ₹8,188 Cr, leaving free cash of ₹3,934 Cr after ₹11,382 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 174% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹15,316 Cr vs profit ₹8,188 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution. FY18 reflects an acquisition year — point shown clipped.
174% of 3-year profit arrived as cash
Operating cashNet profitFree cash
18.5k7.0k−4.6k−16.1k−27.6k₹ Cr₹15,316₹8,188₹3,934FY16FY21FY26
18.5k7.0k−4.6k−16.1k−27.6k₹ Cr₹15,316₹8,188₹3,934FY16FY21FY26
FY26: CFO = 187% of profit (three-year rate 174%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
260%217%174%131%88%%187%FY16FY21FY26
260%217%174%131%88%%187%FY16FY21FY26

Why conversion sits at 174%: the cash cycle stretched 19 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 4.7× depreciation over three years, so the next section's job is to check what that build-out is buying.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

UltraTech Cement Ltd's cash conversion cycle runs 13 days in FY26, up from −6 days in FY21. Capital spending ran ₹55,721 Cr over the last 3 years. At FY26 sales of ₹88,512 Cr each day of that cycle holds about ₹242 Cr, so roughly ₹3,152 Cr sits inside the business at any moment.

FY26: debtors at 25 days, inventory at 206 days — roughly 6.8 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 13 days, looser than FY21's −6.

The full loop: cash goes out to suppliers and production on day 0; stock waits 206 days to sell; customers pay about 25 days after that; and suppliers themselves are paid at 217 days — netting out to the 13-day cycle.

In money terms: at FY26 sales of ₹88,512 Cr, each day of the cycle holds about ₹242 Cr — so the 13-day loop keeps roughly ₹3,152 Cr sitting inside the business at any moment.

FY26: a 13-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+19 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
29321313352−28days13d206d25d217dFY14FY17FY20FY23FY26
29321313352−28days13d206d25d217dFY14FY20FY26

On the investment side: capital spending of ₹55,721 Cr over the last 3 fiscal years against ₹11,804 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹8,742 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹11,382 Cr, work-in-progress ₹8,742 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
37.9k28.5k19.0k9.5k0₹ Cr₹11,382₹8,742FY16FY18FY21FY23FY26
37.9k28.5k19.0k9.5k0₹ Cr₹11,382₹8,742FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

UltraTech Cement Ltd earns a ROCE of 13% in FY26. That is up from a trough of 10% in FY19. A return-on-invested-capital spread against the cost of capital is not computable from what is held here. The wiring behind it is 9.3% net margin on 0.63× asset turns.

FY26 ROCE is 13%, recovered from a FY19 trough of 10% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 9.3% net margin × 0.63× asset turns × 1.84× balance-sheet leverage ≈ 10.8% on equity. Margin does its share; leverage is a meaningful part of the equation.

FY26: ROCE 13% Return on capital employed by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY19's 10%
ROCEWACC
15%14%13%11%9.6%%13%FY14FY17FY20FY23FY26
15%14%13%11%9.6%%13%FY14FY20FY26

The quarterly return curves and the return-on-invested-capital overlay, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 17% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings; interest cover says how many times operating profit pays the interest bill. Low and high, respectively, is the safe corner.

UltraTech Cement Ltd carries ₹23,755 Cr of borrowings against ₹76,624 Cr of equity in FY26, a debt-to-equity of 0.31. Operating profit covers the interest bill 9×. Over 5 years borrowings went from ₹21,719 Cr to ₹23,755 Cr. Capital spending ran ₹55,721 Cr across the last 3 of those years.

FY26: borrowings of ₹23,755 Cr against equity of ₹76,624 Cr — a debt-to-equity of 0.31. Operating profit covers the interest bill 9×. Over 5 years borrowings went from ₹21,719 Cr to ₹23,755 Cr while capital spending ran ₹55,721 Cr in just the last 3 — part of the build-out is riding on borrowed money.

FY26: borrowings ₹23,755 Cr at 0.31× equity Borrowings by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 13-year window. Quarterly balance-sheet history is not held for India — annual is the honest resolution.
the debt trajectory
BorrowingsDebt-to-equity
27.4k0.8×20.5k0.6×13.7k0.5×6.8k0.3×00.1×₹ Cr×₹23,7550.31×FY14FY17FY20FY23FY26
27.4k0.8×20.5k0.6×13.7k0.5×6.8k0.3×00.1×₹ Cr×₹23,7550.31×FY14FY20FY26

The total-debt and debt-to-equity series, which only the second data source carries, are not drawn on this page: its two data sources disagree by up to 17% on reported income across 15 comparable periods. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Domestic institutions added 5.9 points of UltraTech Cement Ltd over 8 quarters, the biggest move on the register. That takes domestic institutions to 19.7% of the company. Foreign institutions moved −5.8 points over the same window, to 12.4%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Domestic institutions: +5.9 points over 8 quarters to 19.7%; Foreign institutions: −5.8 points over 8 quarters to 12.4%; Promoters: −0.6 points over 8 quarters to 59.3%.

Why the register moved: rotation — foreign institutions −5.8 points against domestic institutions +5.9 points over 8 quarters, with promoters −0.6 points — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters −0.6 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
64%49%34%19%3.8%%59.3%13.6%18.4%8.4%Mar 24Mar 25Mar 26
64%49%34%19%3.8%%59.3%13.6%18.4%8.4%Mar 24Mar 25Mar 26
Domestic institutions added 5.9 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
64%49%34%19%3.5%%59.3%12.4%19.7%8.4%Jun 23Dec 24Jun 26
64%49%34%19%3.5%%59.3%12.4%19.7%8.4%Jun 23Dec 24Jun 26
13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

UltraTech Cement Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

14 · Related companies · Cement
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Star Cement LtdSTARCEMENT 76.0/100Favorable setup90% evidence ASLEEP 29.9/35 Revenue 19.4% · PAT 100% · OPM change 2 pp 88% evidence 22.4/25 ROCE 16.7% · OPM 27% 100% evidence 11.3/20 P/E 20.4× · PEG 1.11 100% evidence 12.4/20 RS sector 13.8% · RS bench -13.2% · 1Y -12.5%1 of 10 weeks ahead 70% evidence
Exact sum: 29.9 + 22.4 + 11.3 + 12.4 = 76 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2NCL Industries LtdNCLIND 69.7/100Favorable setup83% evidence FADING 25.3/35 Revenue 1.8% · PAT 100% · OPM change 7 pp 83% evidence 18.0/25 ROCE 14.5% · OPM 13% 95% evidence 15.0/20 P/E 6.3× · PEG — 50% evidence 11.4/20 RS sector 2.1% · RS bench -6.3% · 1Y -18.8%2 of 12 weeks ahead 100% evidence
Exact sum: 25.3 + 18 + 15 + 11.4 = 69.7 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
3UltraTech Cement Ltdthis pageULTRACEMCO 63.1/100Mixed-positive evidence76% evidence TURNING 21.9/35 Revenue 17.2% · PAT 26.7% · OPM change -1 pp 95% evidence 17.1/25 ROCE 12.7% · OPM 20% 76% evidence 9.2/20 P/E 40.7× · PEG — 50% evidence 14.9/20 RS sector 17% · RS bench -1.4% · 1Y -2.8%0 of 10 weeks ahead 70% evidence
Exact sum: 21.9 + 17.1 + 9.2 + 14.9 = 63.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Mangalam Cement LtdMANGLMCEM 62.9/100Mixed-positive evidence96% evidence FADING 21.6/35 Revenue 4.6% · PAT 100% · OPM change 0 pp 88% evidence 11.7/25 ROCE 11% · OPM 11% 100% evidence 16.0/20 P/E 17.5× · PEG 0.6 100% evidence 13.6/20 RS sector 24.1% · RS bench 14.9% · 1Y 31.3%5 of 12 weeks ahead 100% evidence
Exact sum: 21.6 + 11.7 + 16 + 13.6 = 62.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Rain Industries LtdRAIN 62.5/100Mixed-positive evidence64% evidence BREAKING OUT 22.9/35 Revenue 14.4% · PAT 100% · OPM change 5 pp 62% evidence 9.4/25 ROCE 8.3% · OPM 15% 76% evidence 10.2/20 P/E 24.9× · PEG — 15% evidence 20.0/20 RS sector 61.8% · RS bench 49.7% · 1Y 43.6%12 of 12 weeks ahead 100% evidence
Exact sum: 22.9 + 9.4 + 10.2 + 20 = 62.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6Orient Cement LtdORIENTCEM 58.2/100Mixed-positive evidence93% evidence ASLEEP 17.6/35 Revenue -12.1% · PAT -19.3% · OPM change 3 pp 100% evidence 16.9/25 ROCE 16.5% · OPM 24% 100% evidence 16.1/20 P/E 13.2× · PEG 0.25 65% evidence 7.6/20 RS sector -12% · RS bench -20.1% · 1Y -45.9%0 of 12 weeks ahead 100% evidence
Exact sum: 17.6 + 16.9 + 16.1 + 7.6 = 58.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Dalmia Bharat LtdDALBHARAT 53.4/100Mixed-positive evidence94% evidence ASLEEP 13.0/35 Revenue 7.6% · PAT 0.4% · OPM change -3 pp 100% evidence 12.8/25 ROCE 7.6% · OPM 21% 100% evidence 15.3/20 P/E 30.7× · PEG 0.72 100% evidence 12.3/20 RS sector 12.6% · RS bench -11.9% · 1Y -19.3%0 of 10 weeks ahead 70% evidence
Exact sum: 13 + 12.8 + 15.3 + 12.3 = 53.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
8Shree Cement LtdSHREECEM 51.8/100Mixed-positive evidence97% evidence BREAKING OUT 15.0/35 Revenue 12.6% · PAT 9.9% · OPM change -5 pp 95% evidence 13.0/25 ROCE 10.3% · OPM 20% 95% evidence 9.2/20 P/E 57.7× · PEG 0.96 100% evidence 14.6/20 RS sector 5.1% · RS bench -3.7% · 1Y -15.8%3 of 12 weeks ahead 100% evidence
Exact sum: 15 + 13 + 9.2 + 14.6 = 51.8 · Decision use: Price leads the evidence: RS versus the benchmark is -3.7%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
9JSW Cement LtdJSWCEMENT 50.8/100Thin evidence · provisional51% evidence TURNING 18.6/35 Revenue 12% · PAT -80% · OPM change 5 pp 83% evidence 12.1/25 ROCE 11.1% · OPM 19% 76% evidence 10.1/20 P/E 27.8× · PEG — 15% evidence 10.0/20 RS sector — · RS bench — · 1Y -8.9%5 of 10 weeks ahead 0% evidence
Exact sum: 18.6 + 12.1 + 10.1 + 10 = 50.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
10K C P LtdKCP 49.4/100Mixed-negative evidence77% evidence ASLEEP 13.5/35 Revenue 1.9% · PAT 8.7% · OPM change 1 pp 83% evidence 16.1/25 ROCE 12.2% · OPM 17% 95% evidence 13.9/20 P/E 10.3× · PEG — 50% evidence 5.9/20 RS sector -14% · RS bench -9.4% · 1Y -23.5%3 of 11 weeks ahead 70% evidence
Exact sum: 13.5 + 16.1 + 13.9 + 5.9 = 49.4 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
11HeidelbergCement India LtdHEIDELBERG 48.6/100Mixed-negative evidence100% evidence ASLEEP 14.5/35 Revenue 6.6% · PAT 2.6% · OPM change -4 pp 100% evidence 14.7/25 ROCE 14.7% · OPM 11% 100% evidence 13.7/20 P/E 28.5× · PEG 0.82 100% evidence 5.7/20 RS sector -5.1% · RS bench -13.3% · 1Y -28.1%0 of 12 weeks ahead 100% evidence
Exact sum: 14.5 + 14.7 + 13.7 + 5.7 = 48.6 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
12J K Cements LtdJKCEMENT 48.1/100Mixed-negative evidence94% evidence TURNING 11.2/35 Revenue 15.9% · PAT -7.1% · OPM change -5 pp 100% evidence 16.4/25 ROCE 15.1% · OPM 16% 100% evidence 8.1/20 P/E 43.1× · PEG 1.46 100% evidence 12.4/20 RS sector 10.4% · RS bench -7.1% · 1Y -16%0 of 10 weeks ahead 70% evidence
Exact sum: 11.2 + 16.4 + 8.1 + 12.4 = 48.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
13The Ramco Cements LtdRAMCOCEM 47.3/100Mixed-negative evidence90% evidence ASLEEP 20.6/35 Revenue 6% · PAT 100% · OPM change 1 pp 88% evidence 13.2/25 ROCE 6.1% · OPM 14% 100% evidence 1.2/20 P/E 732× · PEG 4.14 100% evidence 12.3/20 RS sector 11.1% · RS bench -10.1% · 1Y -19.7%0 of 10 weeks ahead 70% evidence
Exact sum: 20.6 + 13.2 + 1.2 + 12.3 = 47.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
14JK Lakshmi Cement LtdJKLAKSHMI 47.3/100Mixed-negative evidence65% evidence ASLEEP 17.4/35 Revenue 9.2% · PAT 49.6% · OPM change -5 pp 83% evidence 13.9/25 ROCE 12% · OPM 14% 76% evidence 10.6/20 P/E 17.6× · PEG — 15% evidence 5.4/20 RS sector -8.2% · RS bench -23.6% · 1Y -40.3%0 of 10 weeks ahead 70% evidence
Exact sum: 17.4 + 13.9 + 10.6 + 5.4 = 47.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
15Nuvoco Vistas Corporation LtdNUVOCO 47.1/100Mixed-negative evidence87% evidence TURNING 21.0/35 Revenue 9.5% · PAT 100% · OPM change 0 pp 100% evidence 9.6/25 ROCE 7.1% · OPM 18% 100% evidence 4.8/20 P/E 29.7× · PEG 8.14 65% evidence 11.7/20 RS sector 3.6% · RS bench -5% · 1Y -16.5%4 of 10 weeks ahead 70% evidence
Exact sum: 21 + 9.6 + 4.8 + 11.7 = 47.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
16India Cements LtdINDIACEM 45.4/100Mixed-negative evidence75% evidence ASLEEP 21.3/35 Revenue 7% · PAT 100% · OPM change 7 pp 74% evidence 3.8/25 ROCE 1.2% · OPM 15% 100% evidence 5.4/20 P/E 91.4× · PEG — 50% evidence 14.9/20 RS sector 20% · RS bench -2% · 1Y 10.8%0 of 10 weeks ahead 70% evidence
Exact sum: 21.3 + 3.8 + 5.4 + 14.9 = 45.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
17Deccan Cements LtdDECCANCE 43.7/100Mixed-negative evidence70% evidence ASLEEP 22.6/35 Revenue 20.6% · PAT 100% · OPM change -3 pp 83% evidence 7.9/25 ROCE 3.3% · OPM 8.1% 95% evidence 9.1/20 P/E 43.4× · PEG — 15% evidence 4.1/20 RS sector -12.9% · RS bench -29.1% · 1Y -47.7%0 of 10 weeks ahead 70% evidence
Exact sum: 22.6 + 7.9 + 9.1 + 4.1 = 43.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
18ACC LtdACC 42.5/100Mixed-negative evidence94% evidence ASLEEP 9.1/35 Revenue 11.6% · PAT -21.1% · OPM change -5 pp 100% evidence 9.9/25 ROCE 11.2% · OPM 8% 100% evidence 16.7/20 P/E 13.4× · PEG 0.92 100% evidence 6.8/20 RS sector -6.7% · RS bench -16.8% · 1Y -26.5%0 of 10 weeks ahead 70% evidence
Exact sum: 9.1 + 9.9 + 16.7 + 6.8 = 42.5 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
19Birla Corporation LtdBIRLACORPN 41.0/100Mixed-negative evidence94% evidence ASLEEP 17.4/35 Revenue 3.9% · PAT 44.6% · OPM change -1 pp 100% evidence 10.4/25 ROCE 9.8% · OPM 13% 100% evidence 8.8/20 P/E 12.3× · PEG 3.92 100% evidence 4.4/20 RS sector -14% · RS bench -17.4% · 1Y -37.4%3 of 9 weeks ahead 70% evidence
Exact sum: 17.4 + 10.4 + 8.8 + 4.4 = 41 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
20Sagar Cements LtdSAGCEM 41.0/100Mixed-negative evidence66% evidence ASLEEP 19.5/35 Revenue 13.4% · PAT 79.7% · OPM change -8 pp 95% evidence 5.1/25 ROCE 2% · OPM 10% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 6.4/20 RS sector -8.1% · RS bench -16.3% · 1Y -28.1%0 of 10 weeks ahead 70% evidence
Exact sum: 19.5 + 5.1 + 10 + 6.4 = 41 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
21Ambuja Cements LtdAMBUJACEM 38.9/100Mixed-negative evidence82% evidence ASLEEP 9.4/35 Revenue 7.1% · PAT -5.9% · OPM change -2 pp 95% evidence 11.0/25 ROCE 5.6% · OPM 17% 76% evidence 12.6/20 P/E 22.8× · PEG — 50% evidence 5.9/20 RS sector -7.2% · RS bench -15.1% · 1Y -29.5%0 of 12 weeks ahead 100% evidence
Exact sum: 9.4 + 11 + 12.6 + 5.9 = 38.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
22Saurashtra Cement LtdSAURASHCEM 38.8/100Mixed-negative evidence76% evidence ASLEEP 19.7/35 Revenue 8.4% · PAT 87.5% · OPM change -5 pp 83% evidence 4.8/25 ROCE 2.5% · OPM 6% 95% evidence 9.5/20 P/E 30.9× · PEG — 15% evidence 4.8/20 RS sector -16.6% · RS bench -24.6% · 1Y -41.9%0 of 12 weeks ahead 100% evidence
Exact sum: 19.7 + 4.8 + 9.5 + 4.8 = 38.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
23Prism Johnson LtdPRSMJOHNSN 38.2/100Mixed-negative evidence69% evidence ASLEEP 12.1/35 Revenue 6.3% · PAT -33.3% · OPM change -2 pp 83% evidence 5.9/25 ROCE 5.9% · OPM 8% 76% evidence 8.6/20 P/E — · PEG — 35% evidence 11.6/20 RS sector 14.3% · RS bench -20.9% · 1Y -32.2%1 of 10 weeks ahead 70% evidence
Exact sum: 12.1 + 5.9 + 8.6 + 11.6 = 38.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
24BIGBLOC Construction LtdBIGBLOC 36.7/100Thin evidence · provisional59% evidence ASLEEP 15.4/35 Revenue 26.2% · PAT -80% · OPM change -1.6 pp 62% evidence 5.8/25 ROCE 1.8% · OPM 7.3% 95% evidence 10.0/20 P/E — · PEG — 0% evidence 5.5/20 RS sector -9.7% · RS bench -17.9% · 1Y -24.7%3 of 10 weeks ahead 70% evidence
Exact sum: 15.4 + 5.8 + 10 + 5.5 = 36.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
25Shree Digvijay Cement Co. LtdSHREDIGCEM 31.2/100Adverse evidence81% evidence ASLEEP 10.8/35 Revenue 19.6% · PAT -35% · OPM change -3.5 pp 95% evidence 8.2/25 ROCE 6.4% · OPM 8.7% 95% evidence 6.1/20 P/E 59.4× · PEG — 50% evidence 6.1/20 RS sector -12.4% · RS bench -10.9% · 1Y -15.8%4 of 10 weeks ahead 70% evidence
Exact sum: 10.8 + 8.2 + 6.1 + 6.1 = 31.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
26Shiva Cement LtdSHIVACEM 36.5/100Thin evidence · provisional42% evidence 18.1/35 Revenue 19.7% · PAT -47.1% · OPM change 15 pp 40% evidence 5.4/25 ROCE -3% · OPM 1% 57% evidence 10.0/20 P/E — · PEG — 0% evidence 3.0/20 RS sector -27.5% · RS bench -36.4% · 1Y -54.1%0 of 12 weeks ahead to 2026-03-08 70% evidence
Exact sum: 18.1 + 5.4 + 10 + 3 = 36.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

15 · Frequently asked questions

Frequently asked questions

What is UltraTech Cement Ltd's share price today?

UltraTech Cement Ltd trades at ₹11,903, −1.7% over the past year. The company is valued at ₹3,50,757 Cr. The stock sits at 55% of its 52-week range of ₹10,616–₹12,963, +1.5% versus its 200-day average. On the tape, the price is in a downtrend, 14 weeks in. — as of 31 July 2026.

What were UltraTech Cement Ltd's latest quarterly results?

UltraTech Cement Ltd reported revenue of ₹24,648 Cr and net profit of ₹2,604 Cr for the Jun 26 quarter. Revenue rose 15.9% and profit rose 17.2% year on year. Earnings per share were ₹88.21. The operating margin was 20.0%, 1.0 pp lower than a year earlier. — as of 31 July 2026.

What is UltraTech Cement Ltd's revenue?

UltraTech Cement Ltd reported revenue of ₹24,648 Cr in the Jun 26 quarter, +15.9% year on year. For the full FY26 fiscal year, revenue was ₹88,512 Cr (+16.5%). Over the last 10 years revenue compounded at 13.4% a year. — as of 31 July 2026.

What is UltraTech Cement Ltd's profit?

UltraTech Cement Ltd earned ₹2,604 Cr of net profit in the Jun 26 quarter, +17.2% year on year — the 6th straight quarter of growth. Full-year FY26 profit was ₹8,188 Cr. The operating margin ran 20.0% in the latest quarter. — as of 31 July 2026.

What is UltraTech Cement Ltd's market cap?

UltraTech Cement Ltd's market capitalisation is ₹3,50,757 Cr at a share price of ₹11,903. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 31 July 2026.

What is UltraTech Cement Ltd's P/E ratio?

UltraTech Cement Ltd trades at a P/E of 40.7×, at the 51st percentile of its own 10-year range, against a long-run median of 40.5×. This is a comparison with the stock's own history, not a value call — as of 31 July 2026.

Does UltraTech Cement Ltd pay a dividend?

Yes — UltraTech Cement Ltd's dividend payout was 87% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 31 July 2026.

Is UltraTech Cement Ltd overvalued?

On its own history, UltraTech Cement Ltd looks mid-range against its own history: its P/E of 40.7× sits at the 51st percentile of its 10-year range (long-run median 40.5×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 31 July 2026.

Is UltraTech Cement Ltd growing?

Yes — UltraTech Cement Ltd is growing: latest-quarter revenue +15.9% year on year, profit +17.2%, and the margin −1.0 pp at 20.0%. The 10-year compound rates are 13.4% (revenue) and 12.7% (profit). The earnings engine currently reads: improving — as of 31 July 2026.

How is UltraTech Cement Ltd performing?

UltraTech Cement Ltd is in a downtrend, 14 weeks in. Its latest quarter's revenue rose 15.9% and profit rose 17.2% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 2 weeks. This describes what the data did, not a rating. — as of 31 July 2026.

What stage is UltraTech Cement Ltd in?

Turning around — profit growth swung from −9.2% at the trough to +26.7% off a 5-quarter-old trough, ROCE holding at 13.0%. The read comes from the last 12 quarters of growth (revenue growth +17.2% latest, profit growth +26.7% latest, eps growth +25.3% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 31 July 2026.

Is UltraTech Cement Ltd in an uptrend?

No — the price is in a downtrend (week 14 of stage 4), trading +1.5% versus its 200-day average and at 55% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 31 July 2026.

Is UltraTech Cement Ltd beating the market?

On recent form, yes — UltraTech Cement Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 2 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +330% against the NIFTY 500's +282% — ahead of the index over the full window. — as of 31 July 2026.

Will UltraTech Cement Ltd's share price go up?

This page publishes no price forecast for UltraTech Cement Ltd. What it measures instead: the share price is ₹11,903, the price is in a downtrend 14 weeks in. Its P/E of 40.7× sits at the 51st percentile of its own 10-year range. — as of 31 July 2026.

Who owns UltraTech Cement Ltd?

Promoters hold 59.3% of UltraTech Cement Ltd, foreign institutions 12.4%, domestic institutions 19.7% and the public 8.4% (latest quarter). The biggest move on the register over the last two years: Domestic institutions added 5.9 points over 8 quarters. — as of 31 July 2026.

Does UltraTech Cement Ltd have too much debt?

It is moderate — UltraTech Cement Ltd's debt-to-equity is 0.31, and operating profit covers the interest bill 9×. FY26 borrowings were ₹23,755 Cr against equity of ₹76,624 Cr. Read the returns on this page with that leverage in mind — as of 31 July 2026.

What is UltraTech Cement Ltd's capex?

UltraTech Cement Ltd spent ₹55,721 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹11,382 Cr, with ₹8,742 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 31 July 2026.

What is UltraTech Cement Ltd's cash flow?

UltraTech Cement Ltd generated ₹15,316 Cr of operating cash flow in FY26 and ₹3,934 Cr of free cash flow after ₹11,382 Cr of capital spending. Reported profit that year was ₹8,188 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 31 July 2026.

Is UltraTech Cement Ltd's profit real cash?

Yes — over the last 3 fiscal years, 174% of UltraTech Cement Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹15,316 Cr against reported profit of ₹8,188 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 31 July 2026.

Where is UltraTech Cement Ltd in its business cycle?

UltraTech Cement Ltd's FY26 operating margin was 19.0%, against a 13-year band of 17.0%–26.0%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 20.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 31 July 2026.

What could break the UltraTech Cement Ltd story?

The sharpest disagreement: annual EPS moved +35.2% against a −1.7% price move — the market has not yet caught up with the delivery. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 31 July 2026.

Is UltraTech Cement Ltd a stock worth studying right now?

This is not investment advice. The machine read: UltraTech Cement Ltd's earnings have outrun its stock. EPS grew +35.2% in a year against a −1.7% price move. The sharpest open question: whether the price catches up with earnings that have already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 31 July 2026.

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