UltraTech Cement says rising expenses tied to plastic packaging and fuel are a major headwind as it targets double digit volume growth in FY27. While the company cautions that these cost pressures could weigh on performance, it is still pushing capacity expansion and expects cement demand to stay supported by urbanisation and government infrastructure spending.
Adani Cement is choosing a more cautious growth path by pushing higher utilization of its current facilities rather than racing toward ambitious FY28 targets. Management said it may recalibrate capital expenditure plans as it optimizes existing capacities, aiming to better leverage its 109 million tonnes production base. The CEO also hinted that target timelines could shift to FY30.
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