UltraTech Cement Limited

rs,

p Code: ULTRACEMCO Sub: Investor Presentation for the quarter ended 30th September, 2025 Dear Sirs, Attached is an investor’s presentation on the performance of the Company for the quarter ended 30th

6.5%

cy tailwinds Andhra Pradesh Cement Works Macro Indicators Upward revision of GDP estimate from 6.5% to 6.8% by RBI CPI slowed further in September, to 1.54% YoY Reduction in Personal Income T

6.8%

nds Andhra Pradesh Cement Works Macro Indicators Upward revision of GDP estimate from 6.5% to 6.8% by RBI CPI slowed further in September, to 1.54% YoY Reduction in Personal Income Tax rates

1.54%

Upward revision of GDP estimate from 6.5% to 6.8% by RBI CPI slowed further in September, to 1.54% YoY Reduction in Personal Income Tax rates along with reduction in GST slab rates expected

166.76 Mt

expressway in Delhi NCR. Creative Visuallization Q2 FY26 Highlights (UltraTech existing assets – 166.76 Mtpa) Domestic Grey Cement volume growth Domestic Grey Cement Realisation 7.1% YoY 4.5% YoY

7.1%

ng assets – 166.76 Mtpa) Domestic Grey Cement volume growth Domestic Grey Cement Realisation 7.1% YoY 4.5% YoY Operating EBITDA/t 966 241/mt YoY 7 Sales volumes Consolidated Sales volume (

4.5%

166.76 Mtpa) Domestic Grey Cement volume growth Domestic Grey Cement Realisation 7.1% YoY 4.5% YoY Operating EBITDA/t 966 241/mt YoY 7 Sales volumes Consolidated Sales volume (mtpa) Part

9.6%

Consolidated Sales Volumes* 29.90 2.44 - 0.76 31.58 0.17 0.56 1.78 33.85 Growth^ (YoY) 9.6% 5.9% NA 6.8% - 22.6% 23.9% 7.2% 6.9% UltraTech brand domestic volume grew: 13.2% * After e

5.9%

olidated Sales Volumes* 29.90 2.44 - 0.76 31.58 0.17 0.56 1.78 33.85 Growth^ (YoY) 9.6% 5.9% NA 6.8% - 22.6% 23.9% 7.2% 6.9% UltraTech brand domestic volume grew: 13.2% * After elimina

22.6%

umes* 29.90 2.44 - 0.76 31.58 0.17 0.56 1.78 33.85 Growth^ (YoY) 9.6% 5.9% NA 6.8% - 22.6% 23.9% 7.2% 6.9% UltraTech brand domestic volume grew: 13.2% * After eliminating inter-company

23.9%

29.90 2.44 - 0.76 31.58 0.17 0.56 1.78 33.85 Growth^ (YoY) 9.6% 5.9% NA 6.8% - 22.6% 23.9% 7.2% 6.9% UltraTech brand domestic volume grew: 13.2% * After eliminating inter-company sales,

7.2%

2.44 - 0.76 31.58 0.17 0.56 1.78 33.85 Growth^ (YoY) 9.6% 5.9% NA 6.8% - 22.6% 23.9% 7.2% 6.9% UltraTech brand domestic volume grew: 13.2% * After eliminating inter-company sales, ^ Grow

“Urban demand in Karnataka was impacted due to stringent norms for building sanction, sand and laterite shortage ❖ Infrastructure registered growth on account of projects like Bangalore metro, NH66 Project in Kerala and Karnataka, Integrated Renewable Energy project in Kurnool, Udangudi port, Bangalore-Vijaywada highway, Bhogapuram airport etc.”

“Creative Visuallization Q2 FY26 Highlights (UltraTech existing assets – 166.76 Mtpa) Domestic Grey Cement volume growth Domestic Grey Cement Realisation 7.1% YoY 4.5% YoY Operating EBITDA/t 966 241/mt YoY 7 Sales volumes Consolidated Sales volume (mtpa) Particulars Q2 FY26 UltraTech India Cements Inter Co.”

“BT) 14.1 Capacity addition in FY27 (Excl.”

“hybrid RTC renewable energy project • Commissioned 7.5MW RTC hybrid renewable energy.”

Scrip Code

1

Expenses

1

Scrip Code

US90403E1038 and US90403E2028 Singapore Exchange 11 North Buona Vista Drive, #06-07 The Metropolis Tower 2, Singapore 138589 ISIN Code: US90403YAA73 and USY9048BAA18 UltraTech Cement Limited Registered Office : Ahura Centre, B – Wing, 2nd Floor, Mahakali Caves Road, Andheri (East), Mumbai 400 093, India T: +91 22 6691 7800 / 2926 7800 I F: +91 22 6692 8109 I W: www.ultratechcement.com/www.adityabirla.com I CIN : L26940MH2000PLC128420 UltraTech Cement Limited Q2 FY26 Result Presentation Stock code: BSE: 532538 | NSE: ULTRACEMCO Reuters: UTCL.NS | Bloomberg: UTCEM IS/UTCEM LX Agenda 1 2 3 4 Macro and Sectoral update Business update ESG update Financial performance Macro and Sectoral Updates Demand drivers and policy tailwinds Andhra Pradesh Cement Works Macro Indicators Upward revision of GDP estimate from 6.5% to 6.8% by RBI CPI slowed further in September, to 1.54% YoY Reduction in Personal Income Tax rates along with reduction in GST slab rates expected to boost demand Continuous budg

Expenses

Raw Materials Consumed Purchase of Traded Goods Changes in Inventory Employee Costs Power and Fuel Logistics Cost Other Expenses Total Expenses EBITDA ₹ Crores Q2FY26 Standalone Consolidated 17,632 232 73 17,937 2,780 879 (56) 941 3,866 3,926 2,757 15,094 2,843 19,371 236 174 19,781 3,384 579 (72) 1,064 4,444 4,127 2,986 16,513 3,268 *Q2FY25 numbers restated for Kesoram 32 Financial Statement Q2FY25 Standalone Consolidated 15,233 2,129 15,967 2,253 358 926 165 - - 680 393 980 171 (1) 5 703 Particulars Net Sales EBITDA Finance Costs Depreciation and Amortization Tax expenses Share of Profit/(Loss) from JVs & Associates Minority interest PAT ₹ Crores Q2FY26 Standalone Consolidated 17,632 19,371 2,843 396 1,002 381 - - 3,268 459 1,148 418 (6) 6 1,064 1,232 *Q2FY25 numbers restated for Kesoram 33 Financial Position Mar-25 Standalone Consolidated Particulars 82,881 12,999 (2,997) 92,883 69,678 19,460 4,452 15,008 8,198 92,883 1,02,268 Net Fixed Assets^ 1,651 (2,843) Non-Current Investments