UltraTech Cement’s fourth-quarter performance has reinforced bullish sentiment across brokerages, with most maintaining buy ratings and flagging further upside from current levels. A sharp improvement in profitability, driven by better realisations and tight cost control, has emerged as the common theme in post-results assessments. The company reported a 72.9 per cent sequential jump in net profit to Rs 2,983 crore in Q4FY26, alongside a 43 per cent QoQ surge in EBITDA and margin expansion to 21.7 per cent. Encouraged by strong volume growth, record unit profitability and visible benefits from operating efficiencies, analysts have either reiterated or raised target prices.
HDFC Securities on UltraTech Cement
Nuvama On UltraTech Cement
UltraTech Cement also announced a dividend of Rs 240 per share for the year ended March 31, 2026. “…recommended dividend of 2400% at the rate of Rs. 240 per equity share of Rs. 10 each for the year ended 31st March, 2026, subject to approval of the members at the ensuing Annual General Meeting (“AGM”) of the Company,” the company said in an exchange filing.
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