UltraTech Cement crosses 200 MTPA capacity in FY26

What UltraTech has announced

UltraTech Cement, the flagship cement company of the Aditya Birla Group, said it has crossed 200 million tonnes per annum (MTPA) of installed cement capacity in India. The milestone follows the commissioning of three new grinding units with a combined capacity of 8.7 MTPA. The company said the expansion strengthens its position as the world’s largest cement manufacturer outside China.

The newly operational grinding units are located in Shahjahanpur in Uttar Pradesh, Patratu in Jharkhand, and Vizag in Andhra Pradesh. After commissioning, UltraTech said its domestic capacity stands at 200.1 MTPA. Consolidated global capacity was reported at 205.5 MTPA, which includes overseas operations.

New grinding units and where they are located

Grinding units are typically used to expand market reach and improve supply efficiency, especially closer to consumption centres. UltraTech’s additions in Shahjahanpur, Patratu, and Vizag add up to 8.7 MTPA of fresh capacity. The company did not provide individual unit capacities in the details shared.

These locations also underline UltraTech’s focus on strengthening coverage across key regions. Uttar Pradesh and Jharkhand support North and East markets, while Vizag strengthens presence in the South and on the east coast. The company did not share commissioning dates for each unit in the information provided.

India and global capacity after the expansion

UltraTech said its domestic installed capacity is now 200.1 MTPA. Consolidated global capacity is 205.5 MTPA, including 5.4 MTPA from overseas operations in the UAE, Bahrain, and Sri Lanka. The company positioned this scale as a key reason it now ranks as the largest cement manufacturer outside China.

In separate disclosures and interviews cited in the provided material, UltraTech also reported a grey cement production capacity of 192.26 MTPA. Managing Director K.C. Jhanwar told Fortune India that the company was on track to cross 200 MTPA in FY26, and said it expected to do so within 3-4 months, supported by a planned FY26 investment of ₹9,000–10,000 crore.

Faster growth after the 2019 milestone

UltraTech highlighted how quickly its scale has increased after reaching 100 MTPA. The company said it took 36 years to achieve its first 100 MTPA milestone in 2019. It then added the next 100 MTPA in less than seven years.

The same set of inputs also notes that UltraTech achieved 150 MTPA in April 2024, with capacity at 192.26 MTPA at the time of reporting in FY25 and early FY26 updates. The pace of capacity addition has been driven by a combination of organic expansion and acquisitions.

FY25 additions and the role of acquisitions

At the company’s AGM, Chairman Kumar Mangalam Birla said UltraTech would cross 200 MTPA by the end of the current fiscal year, a year ahead of the earlier FY27 target. In FY25, UltraTech added 42.6 MTPA of capacity, including 16.3 MTPA through organic growth and 26.3 MTPA via acquisitions. The acquisitions cited include India Cements and the cement division of Kesoram Industries.

As of March 2025, consolidated capacity was stated at 188.8 MTPA. In Q1 FY26, an additional 3.5 MTPA of grey cement capacity was added, taking the total to 192.26 MTPA. UltraTech also said it operates 34 integrated units, 30 grinding units, and 9 bulk terminals in India, and has a distribution footprint covering more than 80% of India’s geography through over 145,000 channel partners.

Capex plan: ₹10,255 crore to add 22.8 MTPA

UltraTech announced an investment of ₹10,255 crore to expand cement production capacity by 22.8 MTPA, including that of its subsidiary India Cements Limited. The company said commercial production from these projects will begin in phases from FY28. After this capex cycle, UltraTech expects total cement capacity to reach 240.76 MTPA globally.

Separately, the provided material also references a planned FY26 investment of ₹9,000–10,000 crore as UltraTech prepares to cross the 200 MTPA threshold. The company framed its next five-year roadmap around expanding manufacturing footprint and market reach, scaling sustainability across operations, and driving customer-centric innovation.

Key facts snapshot

Market impact and what investors tracked

UltraTech Cement shares were reported to have closed 0.7% higher at ₹12,855.70 on the BSE after the AGM commentary that the company would cross 200 MTPA by the end of the fiscal year. The scale-up matters for investors because capacity growth in cement is closely tied to volume potential, regional market access, and cost efficiency over time.

The company’s updates also reflect how consolidation is reshaping the sector, with UltraTech combining organic additions with acquisitions. In the context provided, UltraTech also claimed it is the largest cement company in the world by sales volume (excluding China) and the second-largest globally by capacity (excluding China).

Why the 200 MTPA milestone matters

The 200 MTPA mark is a signal of UltraTech’s reach within India’s building materials market and its ability to execute multiple projects simultaneously. The company’s own timeline comparison is central to the narrative: 36 years to reach 100 MTPA, followed by a much faster ramp to the next 100 MTPA. The data points cited across filings, interviews, and AGM comments point to an accelerated build-out since 2019.

At the same time, the updates show multiple capacity reference points: installed capacity in India cited at 200.1 MTPA after commissioning, and grey cement capacity cited at 192.26 MTPA with expectations to cross 200 MTPA in FY26. Readers and investors typically track which definition is being referenced in a given disclosure, especially when comparing domestic installed capacity, grey cement capacity, and consolidated capacity.

Conclusion

UltraTech’s commissioning of 8.7 MTPA of grinding capacity and its claim of reaching 200.1 MTPA installed capacity in India highlight the scale of its expansion cycle. Separately, company commentary through FY25 and early FY26 also placed grey cement capacity at 192.26 MTPA, with guidance to cross 200 MTPA within FY26.

Looking ahead, UltraTech’s announced ₹10,255 crore plan to add 22.8 MTPA, with commissioning starting in phases from FY28, sets the next set of milestones toward a stated global capacity of 240.76 MTPA by the end of the capex cycle.