UltraTech Cement Ltd Q3 2022 Earnings Call Transcript - Thomson StreetEvents

UltraTech Cement Ltd Q3 2022 Earnings Call Transcript

UltraTech Cement Ltd Q3 2022 Earnings Call Transcript - Thomson StreetEvents
UltraTech Cement Ltd Q3 2022 Earnings Call Transcript
Published Jan 17, 2022
22 pages (10444 words) — Published Jan 17, 2022
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Abstract:

Edited Transcript of ULTC.NS earnings conference call or presentation 17-Jan-22 10:30am GMT

  
Brief Excerpt:

...Operator Ladies and gentlemen, good day, and welcome to the UltraTech Cement Limited Q3 FY '22 Earnings Conference Call. We must remind you that the discussion on today's call may include certain forward-looking statements and must be, therefore, viewed in conjunction with the risk that the company faces. The company assumes no responsibility to publicly comment, modify or revise any forward-looking statement on the basis of any subsequent development, information or events or otherwise. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Atul Daga, Executive Director and CFO of the company. Thank you, and over to you, sir. Atul Daga ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
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 : Sir, firstly, on the construction chemical business, can you give some idea in terms of the margins we are making there and where those margins could head? And also, any meaningful CapEx at all if we may incur on that in, let's say, in the next 12, 18 months?

Question: Ashish G. Jain - Macquarie Research - Analyst : Okay. Sir, just to understand...

Question: Ashish G. Jain - Macquarie Research - Analyst : All right. Great. Sir, just to understand, that idea behind this is that either you think it's going to be a huge opportunity because even at [INR 25 billion] doesn't seem to be the case in a 2-, 3-year time frame. Or it's just about leveraging the supply chain or the distribution that we have much better. Or is it like some of the input costs and all could be much cheaper for us because of the whole value chain that we have? So what's the thought process behind investing in this business? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 17, 2022 / 10:30AM, ULTC.NS - Q3 2022 UltraTech Cement Ltd Earnings Call

Question: Ashish G. Jain - Macquarie Research - Analyst : Sir, the only thought which I had just -- because the customer still comes to the store to buy UltraTech Cement. And some of these products are like additive. With a third party, still kind of serves the purpose of making it more comfortable for the customer was my initial thought at least. But fine, I get the point. Sir, secondly, on pricing, can you just share how the exit prices were versus average for the quarter? What the December exit prices?

Question: Ashish G. Jain - Macquarie Research - Analyst : What the December exit prices were versus the average for the December quarter?

Question: Ashish G. Jain - Macquarie Research - Analyst : Okay. INR 348 is the exit and INR 350 is the average for the quarter? Did I hear that correct?

Question: Ashish G. Jain - Macquarie Research - Analyst : And sir, what is the average for December, if you can share, please, if it's possible? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 17, 2022 / 10:30AM, ULTC.NS - Q3 2022 UltraTech Cement Ltd Earnings Call

Question: Ashish G. Jain - Macquarie Research - Analyst : Got it. Sir, lastly, on utilization, can you just indicate how low did November drop for us? So you give the quarter and December month number. How low did November drop for...

Table Of Contents

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 Q1 2023 Earnings Call Transcript – 2022-07-22 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 22-Jul-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 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

UltraTech Cement Ltd Q3 2021 Earnings Call Transcript – 2021-01-23 – US$ 54.00 – Edited Transcript of ULTC.NS earnings conference call or presentation 23-Jan-21 10:30am GMT

UltraTech Cement Ltd Analyst Conference Call Transcript – 2020-12-03 – US$ 54.00 – Edited Transcript of ULTC.NS conference call or presentation 3-Dec-20 10:00am GMT

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MLA:
Thomson StreetEvents. "UltraTech Cement Ltd Q3 2022 Earnings Call Transcript" Jan 17, 2022. Alacra Store. May 13, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-UltraTech-Cement-Ltd-Earnings-Call-T15084909>
  
APA:
Thomson StreetEvents. (2022). UltraTech Cement Ltd Q3 2022 Earnings Call Transcript Jan 17, 2022. New York, NY: Alacra Store. Retrieved May 13, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-UltraTech-Cement-Ltd-Earnings-Call-T15084909>
  
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