UltraTech Cement Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

UltraTech Cement Q4 Results FY26 — Board meeting on April 27, 2026 (Expected)

The UltraTech Cement Q4 results 2026 is set to be one of the most closely watched earnings events of the April-May 2026 results season. With results scheduled for April 27, 2026 (Expected), investors and analysts across brokerages are building their expectations around revenue, PAT, margin trajectory, and what management will say about FY27.

UltraTech Cement enters Q4 FY26 at a CMP of ~Rs. 11,200, against a 52-week high of Rs. 12,148 and a 52-week low of Rs. 9,090. The one-year return stands at +4%, making this quarter’s result and guidance commentary particularly important for investors deciding whether to hold, add, or exit.

This article covers the UltraTech Cement Q4 results 2026 date, earnings estimates, key factors driving performance, five risks to watch, analyst ratings and price targets, and a full set of FAQs around what investors are searching for ahead of the announcement.

UltraTech Cement Q4 Results 2026 Date

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The UltraTech Cement Q4 FY26 results date is April 27, 2026 (Expected). The board of directors will meet to approve the audited financial statements for the quarter and full financial year ended March 31, 2026. The board will also consider recommending a dividend for FY26 shareholders, subject to approval at the upcoming Annual General Meeting.

Here is how the broader Q4 FY26 earnings calendar looks for large-cap Indian companies in April–May 2026:

Source: BSE/NSE exchange filings, April 2026. Expected dates may change. Verify before relying.

Why This Quarter Matters

Every quarterly result tells a story, but UltraTech Cement Q4 FY26 carries more weight than a routine earnings print. UltraTech Cement Q4 FY26 results in late April 2026 are expected to be the sector’s strongest quarterly print in FY26 — benefiting from seasonal volume strength, EBITDA per tonne recovery toward Rs.

The market is also watching closely because Q4 is the full-year wrap-up quarter — meaning the annual results, dividend recommendation, and FY27 outlook commentary all arrive on the same date. Management tone on demand environment, pricing, and deal pipeline will shape investor expectations for the next 6–12 months, not just the next quarter.

UltraTech Cement Q4 FY26 Earnings Estimates

UltraTech Cement Q4 FY26 — Revenue, PAT, margin and growth estimates from leading brokerages

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Here is what leading brokerages are estimating for UltraTech Cement Q4 FY26 results:

Estimates compiled from MOFSL, YES Securities, JM Financial. Actual figures from NSE/BSE filings. Verify before investing.

The estimates above represent analyst consensus. Actual results could diverge — positively or negatively — based on one-time items, currency movements, and sector-specific developments. The key number to watch, beyond the headline PAT, is management’s commentary on FY27 guidance.

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5 Key Factors That Will Drive UltraTech Cement Q4 FY26 Performance

Q4 — Seasonally Strongest Quarter for Cement

Q4 (January–March) is historically the strongest quarter for the Indian cement sector, driven by peak construction activity before the monsoon. UltraTech typically dispatches 30–35 million tonnes in Q4. Analysts expect Q4 FY26 volumes of 32–35 million tonnes — a 5–10% YoY increase — driven by government infrastructure spending and housing demand recovery.

EBITDA per Tonne Recovery

EBITDA per tonne is the most important profitability metric for cement companies. Q3 EBITDA per tonne was Rs.975 — below the Rs.1,100+ levels of FY24. In Q4, analysts expect a meaningful recovery to Rs.1,050–1,150 per tonne, driven by higher volumes spreading fixed costs and improving cement realisation as pricing discipline returns to the market.

India Cements Integration and Market Share

UltraTech completed the acquisition of India Cements in 2024, making it the undisputed leader in South India. JM Financial flags integration synergies — lower freight costs, optimised clinker sourcing, and brand consolidation — as beginning to flow through in FY26. Q4 South India volume data will show how quickly integration benefits are materialising.

Government Infrastructure and Housing Demand

India’s Rs.11.1 lakh crore infrastructure capex budget for FY26 is the backbone of cement demand. Road construction, affordable housing (PMAY), and urban infrastructure projects have been running at elevated pace. Q4 dispatch data from UltraTech’s regional plants will reflect the pace of government project execution.

Capacity Expansion Progress — 200 MTPA Target

UltraTech is targeting 200 million tonnes per annum (MTPA) of total capacity by FY27, from approximately 160 MTPA currently. Q4 capacity addition announcements — greenfield projects or brownfield expansions — will signal the pace toward this target.

5 Risks to Watch in UltraTech Cement Q4 FY26

Cement Pricing Pressure From Overcapacity

The Indian cement industry added significant capacity in FY24–FY26, creating a structural overcapacity situation in certain regions — particularly in North and Central India. Pricing discipline among Adani Cement (acquired ACC and Ambuja) and UltraTech has been better than feared, but any pricing war would sharply compress EBITDA per tonne.

Input Cost Volatility — Coal and Petcoke

Cement manufacturing is energy-intensive. Coal and petcoke prices — which had spiked in FY23 and partially normalised — remain volatile. Any upward reversal in coal prices in Q4 would compress EBITDA per tonne below the expected range.

Monsoon Impact on Q1 FY27 Outlook

Management commentary on the Q1 FY27 outlook — typically the weakest quarter for cement due to monsoon-related construction slowdowns — will temper investor enthusiasm for Q4 beat. If management guides for a sharp sequential Q1 volume decline, the market may discount the strong Q4 print.

India Cements Integration Execution Risk

Post-acquisition integration of India Cements — including workforce rationalisation, branding, and logistics network optimisation — carries execution risk. Any delay in synergy realisation or unexpected integration costs would reduce the EPS accretion expected from the deal.

Adani Cement Competitive Pressure

Adani’s entry into cement through the ACC and Ambuja acquisitions has added a well-capitalised and aggressive competitor. Adani’s strategy of pricing aggressively in certain geographies to gain market share poses a direct threat to UltraTech’s realisation in those markets.

UltraTech Cement Share Price and Analyst Ratings

UltraTech Cement share price snapshot and analyst ratings heading into Q4 FY26 results

UltraTech Cement shares are trading at ~Rs. 11,200 as of late March 2026. The 52-week high stands at Rs. 12,148 and the 52-week low at Rs. 9,090. One-year return is +4%, against a market cap of ~Rs. 3.24 Lakh Cr.

Here is where leading brokerages stand on UltraTech Cement heading into Q4 FY26 results:

Source: Publicly available analyst notes, March–April 2026. For informational purposes only.

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Conclusion

UltraTech Cement Q4 FY26 results in late April 2026 are expected to be the sector’s strongest quarterly print in FY26 — benefiting from seasonal volume strength, EBITDA per tonne recovery toward Rs.1,050–1,150, and India Cements integration synergies beginning to flow. PAT of Rs.2,200–2,800 crore is the expectation. At Rs.11,200 and up 4% in one year — a relative outperformer among large caps — UltraTech commands a deserved premium as India’s infrastructure spending story continues to play out.

This article is for informational and educational purposes only. Investments in securities are subject to market risk. Please read all related documents before investing. Past performance is not indicative of future results.

For more Q4 earnings previews across IT, banking, auto, and pharma sectors, visit Univest Blogs.

Frequently Asked Questions

What is the UltraTech Cement Q4 results 2026 date?

The UltraTech Cement Q4 results 2026 date is April 27, 2026 (Expected). The board will meet to approve the audited Q4 FY26 financial results — covering the quarter ended March 31, 2026 — and will consider a dividend recommendation for FY26.

What is the UltraTech Cement Q4 FY26 PAT estimate?

Analysts estimate UltraTech Cement Q4 FY26 net profit (PAT) in the range of Rs.Rs. 2,200 – 2,800 crore. This estimate is based on revenue assumptions of Rs.Rs. 20,000 – 22,000 crore and a margin of EBITDA/tonne Rs. 1,050 – 1,150. Actual results may differ from these consensus estimates.

What is UltraTech Cement’s current share price ahead of Q4 results?

UltraTech Cement shares are trading at approximately ~Rs. 11,200 as of late March 2026. The 52-week high is Rs. 12,148 and the 52-week low is Rs. 9,090. The one-year return is +4% and the market cap stands at ~Rs. 3.24 Lakh Cr.

Will UltraTech Cement declare a dividend in Q4 2026?

UltraTech Cement is expected to consider a dividend recommendation at the April 27, 2026 (Expected) board meeting. FY26 dividends paid so far total Rs. 38/share (FY25 final). Analysts estimate the Q4 final or additional dividend at Rs. 42 – 50/share FY26 (est.) per share, subject to board approval and shareholder ratification at the AGM.

Which analysts have a Buy rating on UltraTech Cement before Q4 results?

Motilal Oswal (Buy, TP: Rs. 13,000); CLSA (Outperform, TP: Rs. 13,500); Kotak Institutional (Buy, TP: Rs. 12,500); JM Financial (Add, TP: Rs. 12,000). These ratings are based on publicly available analyst notes from March–April 2026. They are for informational purposes only and not a recommendation.

What were UltraTech Cement Q3 FY26 results?

UltraTech Cement Q3 FY26 results showed revenue of Rs.17,193 crore and PAT of Rs.1,473 crore. Margins were at EBITDA/tonne Rs. 975. Q4 is expected to show a different picture — review the estimates table in this article for full expectations.

When do Infosys and TCS announce Q4 results 2026?

TCS Q4 results 2026 date is April 9, 2026. Infosys Q4 results date is April 23, 2026. HCL Technologies reports on April 21. Read full Q4 previews for all these companies on Univest Blogs.

Is UltraTech Cement a good investment ahead of Q4 results?

This depends on your risk appetite, investment horizon, and portfolio context. UltraTech Cement has both compelling factors and genuine near-term risks — both are covered in detail in this article. Consult a SEBI-registered financial advisor before making any investment decision. Use the Univest Screener to assess UltraTech Cement fundamentals independently before investing.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information including NSE/BSE filings, MOFSL, YES Securities, JM Financial, Screener.in and company investor relations pages. Verify all numbers before investing. Consult a SEBI-registered advisor before making investment decisions.

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