UltraTech Cement Ltd Q1 2023 Earnings Call Transcript - Thomson StreetEvents

UltraTech Cement Ltd Q1 2023 Earnings Call Transcript

UltraTech Cement Ltd Q1 2023 Earnings Call Transcript - Thomson StreetEvents
UltraTech Cement Ltd Q1 2023 Earnings Call Transcript
Published Jul 22, 2022
Published Jul 22, 2022
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About This Report

  
Abstract:

Edited Transcript of ULTC.NS earnings conference call or presentation 22-Jul-22 10:30am GMT

  
Report Type:

Transcript

Source:
Company:
UltraTech Cement Ltd
Ticker
ULTC.NS
Time
10:30am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Ashish G. Jain - Macquarie Research - Analyst : Firstly, on expansion. So now I just want to understand, like, earlier when in December, we had announced the expansion. We had spoken about 160 million tonnes by 2030. And now we have, in a way, that is a major increase.


Question: Ashish G. Jain - Macquarie Research - Analyst : Sir, what headroom we have on brownfield or greenfield based upon limestone mines that we own?


Question: Ashish G. Jain - Macquarie Research - Analyst : Okay. Okay. Got it. Got it. And sir, lastly, on cost. I mean, I understand you don't want to give a forward number, but where would our cost be, let's say, for June month or the first month -- the first 3 weeks of July in terms of the energy cost versus what we were consuming in June 1 [with the] increases?


Question: Ashish G. Jain - Macquarie Research - Analyst : Okay, sir. Let me double check this.


Question: Ashish G. Jain - Macquarie Research - Analyst : Okay. Okay. Got it. And just one housekeeping question. Where are the -- what is the net debt at the end of this quarter, we haven't shared it...


Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst : Yes. So congrats on excellent set of numbers. It surprised the Street all the estimates. Sir, just 1 question. If you can share the coal mix in the quarter, how much was pet coke, linkage coal, which normally shared in the quarter?


Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst : Okay. Sir, is this being -- comparing to quarter 4, the linkage coal was close to 17%, 18%. So it's gone down further?


Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst : It's the same level.


Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst : And sir, are you getting any imported coal under long-term contracts? Because it looks like you're saving a lot on power and fuel as compared to some peers.


Question: Bhavin Chheda - Enam Holdings Pvt. Ltd - Analyst : Sure. And what would be the lead distance in the quarter, sir, average for the company? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JULY 22, 2022 / 10:30AM, ULTC.NS - Q1 2023 UltraTech Cement Ltd Earnings Call

Table Of Contents

UltraTech Cement Ltd Q2 2024 Earnings Call Transcript – 2023-10-19 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 19-Oct-23 10:00am GMT

UltraTech Cement Ltd Q1 2024 Earnings Call Transcript – 2023-07-21 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 21-Jul-23 10:30am GMT

UltraTech Cement Ltd Q4 2023 Earnings Call Transcript – 2023-04-28 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 28-Apr-23 10:30am GMT

UltraTech Cement Ltd Q3 2023 Earnings Call Transcript – 2023-01-23 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 23-Jan-23 4:30am GMT

UltraTech Cement Ltd Q2 2023 Earnings Call Transcript – 2022-10-19 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 19-Oct-22 10:30am GMT

UltraTech Cement Ltd Q4 2022 Earnings Call Transcript – 2022-04-29 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 29-Apr-22 10:30am GMT

UltraTech Cement Ltd Q3 2022 Earnings Call Transcript – 2022-01-17 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 17-Jan-22 10:30am GMT

UltraTech Cement Ltd Q2 2022 Earnings Call Transcript – 2021-10-18 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 18-Oct-21 11:00am GMT

UltraTech Cement Ltd Q1 2022 Earnings Call Transcript – 2021-07-22 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 22-Jul-21 10:30am GMT

UltraTech Cement Ltd Q4 2021 Earnings Call Transcript – 2021-05-10 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 10-May-21 4:30am GMT

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Thomson StreetEvents. "UltraTech Cement Ltd Q1 2023 Earnings Call Transcript" Jul 22, 2022. Alacra Store. May 13, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2023-UltraTech-Cement-Ltd-Earnings-Call-T15261415>
  
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Thomson StreetEvents. (2022). UltraTech Cement Ltd Q1 2023 Earnings Call Transcript Jul 22, 2022. New York, NY: Alacra Store. Retrieved May 13, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2023-UltraTech-Cement-Ltd-Earnings-Call-T15261415>
  
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