UltraTech Cement, an Aditya Birla Group company, has earmarked up to Rs 10,000 crore as capital expenditure (capex) for FY26 to expand its cement production capacity, improve energy efficiency, and enhance operational capabilities, according to its latest annual report.

The company anticipates seven percent growth in FY26, supported by rising infrastructure demand and urbanisation. During FY25, UltraTech added 26.3 million tonnes per annum (MTPA) of grey cement capacity through acquisitions of India Cements and Kesoram Industries. Additionally, it plans an organic expansion of 28.8 MTPA by FY27. UltraTech surpassed Rs 75,000 crore in revenue in FY25 and is nearing the 200 MTPA capacity milestone, with a current consolidated capacity of 192.26 MTPA as of 30 June, 2025.

In FY25 alone, it added 42.6 MTPA of grey cement capacity, contributing to 55 percent of the sector’s expansion. Despite temporary slowdown in infrastructure spending and a prolonged monsoon, the company expects cement demand to rebound to six to seven percent in FY26.