YTC Ventures | Technocrat’ Magazine
Mumbai, October 30, 2025
In a landmark moment for Indian industry, UltraTech Cement, the Aditya Birla Group flagship, has officially claimed the title of the world’s largest cement producer by sales volume (excluding China).
The announcement, paired with a massive ₹10,255 crore capacity expansion plan, has sent shockwaves through global infrastructure and investment circles.
From India to the World Stage
UltraTech has surpassed global giants to achieve a consolidated capacity of 240.76 million tonnes per annum (MTPA) post-expansion — a feat that cements (pun intended) India’s growing dominance in the global construction materials space.
“This is not just a milestone for UltraTech — it’s a proud moment for Indian manufacturing on the global stage.”
— Kumar Mangalam Birla, Chairman, Aditya Birla Group
The company’s journey from a domestic leader to a global behemoth has been powered by strategic acquisitions, greenfield projects, and relentless focus on sustainability and operational efficiency.
The ₹10,255 Cr Expansion Blueprint
The newly unveiled investment will fuel organic and inorganic growth, pushing UltraTech’s total capacity to 240.76 MTPA by FY28. Key highlights:
| Project Type | Capacity Addition | Investment | Timeline |
|---|---|---|---|
| Brownfield Expansions | 12.8 MTPA | ₹6,000+ Cr | FY26–FY27 |
| Greenfield Plants | 8.0 MTPA | ₹4,000 Cr | FY27–FY28 |
| Clinker & Grinding | Supporting units | Balance allocation | Phased |
Strategic locations in high-demand zones — Rajasthan, Uttar Pradesh, Tamil Nadu, and Odisha — will ensure proximity to booming infrastructure corridors.
Why This Matters: India’s Infra Boom Meets Global Demand
India’s $1.4 trillion National Infrastructure Pipeline (NIP) and PM Gati Shakti initiatives are driving unprecedented cement demand.
UltraTech is perfectly positioned:
- Housing & Urbanization: 100 smart cities, PMAY (40M+ homes)
- Mega Projects: Bullet trains, expressways, airports
- Export Growth: Rising demand in Middle East, Africa, and Southeast Asia
UltraTech’s market share in India: ~24% and climbing.
Sustainability at the Core
Unlike traditional cement giants, UltraTech is redefining the industry with green cement:
- 50%+ alternative fuels usage target by 2030
- WHRS (Waste Heat Recovery Systems) in all new units
- Net-zero ambition by 2050
- Pioneering low-carbon Portland cement and geopolymer alternatives
Stock Market on Fire!
Post-announcement, UltraTech shares surged 4.7% in intraday trade, hitting a 52-week high. Analysts are bullish:
Target Price Upgrade:
- Motilal Oswal: ₹14,500
- JP Morgan: ₹15,000
Rating: Overweight
Global Peers Left in the Dust
| Company | Capacity (MTPA) | Region |
|---|---|---|
| UltraTech | 240.76 | India |
| Heidelberg Materials | ~170 | Europe |
| Anhui Conch | ~250 (China-only) | China |
| Cemex | ~90 | Latin America |
UltraTech now leads the non-China world.
What’s Next?
M&A on the Horizon: Smaller regional players in sight?
Digital Cement Plants: AI-powered predictive maintenance
Global Export Hubs: Vizag and Gujarat ports to double overseas shipments
Comments