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UltraTech Cement Limited (ULTRACEMCO) Fair Value & Analysis

Basic Materials · IN · Market cap ₹3.4T (≈ $36.5B) · ISIN INE481G01011

What is UltraTech Cement Limited really worth?

UC UltraTech Cement Limited ULTRACEMCO · NSE
Price₹11,408
Fair Value₹4,718
Upside−58.6%
Quality55/100

A solid business, but trading 142% above our fair value of ₹4,718.

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Strengths

Low debt · generates free cash flow

Risks

!Mixed Growth (revenue 5y +14.6 %/yr)
!Thin margins · 9.2% net margin
!Mixed vs. peers (7/15)
!Moderate moat 56/100
!Weak on future: 15 out of 100
!Weak on dividend: 14 out of 100
Evidence: High Range ₹2,402 – ₹5,899

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 22 days ago

Share price −6.4% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹5,899). The favourable scenario is already priced in.
  • Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (₹2,402 to ₹5,899) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

₹13,068 ₹5,067 Fair Value ₹4,718 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹5,067 – ₹13,068 · fair‑value band ₹2,402 – ₹5,899 · the ₹11,408 price screens above the ₹4,718 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

UltraTech Cement Limited (ULTRACEMCO) currently trades at ₹11,408, while our model-based Fair Value estimate is ₹4,718, implying the stock looks roughly 141.8% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Basic Materials sector. Bull case: the Growth Earnings group reads highest at a median of ₹5,271 per share, and 0 of the 26 models we run sit above the ₹11,408 price. Bear case: the Dividend Discount group reads lowest at ₹1,329, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, UltraTech Cement Limited generated revenue of ₹885B at a net margin of 9.2%. Revenue grew 3.0% year over year. It earns a return on equity of 10.6%. Net debt stands at ₹224B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹2,402 (bear case) to ₹5,899 (bull case); at ₹11,408, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 13% below its 52-week high and 10% above its 52-week low, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at −56% fair-value upside, at −59%, ULTRACEMCO screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹119.98 per share, which is 2.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF ₹1,442 ₹3,327 ₹6,957 74
EPV ₹2,812 ₹3,391 ₹3,904 74
Growth DCF ₹1,412 ₹3,105 ₹6,287 73
All 26 models by family
DCF Models
FCF DCF ₹1,442 ₹3,327 ₹6,957 74
Owner Earnings ₹1,027 ₹2,502 ₹5,343 70
5Y Revenue Exit ₹2,345 ₹5,051 ₹8,895 69
5Y EBITDA Exit ₹2,979 ₹6,412 ₹10,918 72
5Y P/E Exit ₹2,448 ₹5,270 ₹8,646 68
10Y Revenue Exit ₹1,937 ₹4,492 ₹8,758 62
10Y EBITDA Exit ₹2,493 ₹5,538 ₹10,564 64
10Y P/E Exit ₹2,127 ₹4,661 ₹8,536 60
Earnings-Based
Graham-Dodd ₹1,888 ₹10,037 ₹13,900 63
Lynch FV ₹2,767 ₹3,953 ₹5,139 61
PEG = 1.0 ₹2,767 ₹3,953 ₹5,139 57
EPV ₹2,812 ₹3,391 ₹3,904 74
Dividend Discount
Gordon GGM ₹743.37 ₹1,623 ₹2,731 65
DDM Multi-Stage ₹743.37 ₹1,329 ₹1,691 66
Multiples
P/E Multiple ₹3,539 ₹4,719 ₹5,899 63
P/S Multiple ₹3,385 ₹4,513 ₹5,642 58
P/B Multiple ₹3,539 ₹4,719 ₹5,899 55
EV/EBIT ₹3,954 ₹5,426 ₹6,899 66
EV/EBITDA ₹3,876 ₹5,322 ₹6,769 67
EV/Revenue ₹2,696 ₹4,050 ₹5,404 53
Asset-Based
NCAV (Graham) ₹1,302 ₹1,745 ₹2,605 54
Growth DCF
Growth DCF ₹1,412 ₹3,105 ₹6,287 73
Rev-Margin DCF ₹2,345 ₹4,924 ₹8,407 70
Economic Profit
Residual Income ₹2,366 ₹2,721 ₹5,198 73
ROIC Compounder ₹2,951 ₹4,443 ₹5,854 71
Growth Earnings
Growth-Adj P/E ₹3,690 ₹5,271 ₹6,852 67

Widest divergence: Growth Earnings (₹5,271) versus Dividend Discount (₹1,329). Highest evidence: FCF DCF (74).

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Key figures & financial health

P/E ratio 41.1
P/S ratio 3.79 P/E × margin
EPS (TTM) ₹277.55 price ÷ EPS = P/E 41.1
Dividend yield 0.7% payout 29.1%
Net margin 9.2% FY2026
Return on equity 10.6% TTM
More key figures
Profitability
Return on assets (EBIT) 17.8% avg 5y
Operating margin 17.0% TTM
Growth
Revenue (TTM) ₹885B TTM
Revenue growth (YoY) +3.0% 3y avg +11.9%
EPS growth (YoY) +15.1%
Balance sheet & cash flow
Free cash flow ₹38.8B FY2026
Net debt ₹224B FY2026 · ≈ 5.8 yrs of FCF

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 54 · Market factors (momentum, volatility) 52

Profitability 46
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 42
Earnings quality: real cash, not paper profit
Fin. Strength 64
Balance sheet, leverage, solvency risk
Investment 37
Disciplined investing over empire-building
Low Volatility 91
Calm price path (market factor)
Momentum 38
Price trend over the last 3–12 months (market factor)
52W Momentum 31
Distance to the 52-week high (market factor)
Net Issuance 73
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

UltraTech Cement Limited, together with its subsidiaries, engages in the manufacture and sale of clinker, cement, ready mix concrete, and related products in India, the United Arab Emirates, Bahrain, and Sri Lanka.

Full company description

UltraTech Cement Limited, together with its subsidiaries, engages in the manufacture and sale of clinker, cement, ready mix concrete, and related products in India, the United Arab Emirates, Bahrain, and Sri Lanka. The company offers ordinary Portland, Portland pozzolana, composite, Weather Plus, and Portland slag; white cement, wall care putty, and value-added products; ready-mix concrete; dry mix mortars, such as tile and marble binders, plasters and mortars, industrial and precision grouts, repair and rehabilitation, and flooring screed; and waterproofing products, including liquid and cement waterproofing products. It also provides masonry products; and TMT steel bars, paints, waterproofing solutions and treatments, switchboards and fittings, plywood, shuttering ply, power and hand tools, PVC pipes, sanitary ware, roofing sheets, and water storage tanks, as well as flooring materials, such as marble, granite, and semi-precious stones through its retail stores under UltraTech Home Expert Store brand name. In addition, the company operates mobile concrete labs that offers on-ground technical assessment of construction materials; and provides Vaastu, pest control, and water testing services, as well as home loans. It offers its products under UltraTech Décor, DuraFacad, Pervious, MaxSheen, AquaSeal, ThermoCon+, FreeFlow+, FireSafe, DuraPlus, CorroProtect, Litecon, iFloors, Rapid, and ZIP brands. The company was incorporated in 2000 and is based in Mumbai, India. UltraTech Cement Limited operates as a subsidiary of Grasim Industries Limited.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

UltraTech Cement Limited reported revenue of ₹885B in FY2026 versus ₹526B in FY2022, a compound +13.9%/yr. Reported net income was ₹81.7B in FY2026, compounding +2.7%/yr from FY2022.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹885B
Latest YoY
+16.5%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.9%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+14.6%
Avg. revenue growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+18.1%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+7.5% (6.8 + 0.7)
Revenue +13.9%/yr
FY22 ₹526B
FY23 ₹632B
FY24 ₹709B
FY25 ₹760B
FY26 ₹885B
Net income +2.7%/yr
FY22 ₹73.4B
FY23 ₹50.6B
FY24 ₹70.1B
FY25 ₹60.4B
FY26 ₹81.7B
Character of growth · EPS growth decomposed (2015-2026) +11.9 % p.a.
Revenue per share +12.9 %

of which total revenue +13.6 % · buybacks/dilution −0.7 %

EBIT margin −3.2 %
Tax rate +0.8 %
Residual (interest, one-offs) +1.6 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

ULTRACEMCO screens 142% overvalued. Compare with CRH plc →

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Cite: Fair Value Calculator (2026). "UltraTech Cement Limited Fair Value". https://www.fairvalue-calculator.com/stock/ULTRACEMCO

Peer Group

Building Materials · 257 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 55 · Above median
Fair Value upside −59% · Bottom 25%
Return on equity (TTM) 11% · Top 25%
Return on assets 6% · Top 25%
Net margin (TTM) 9% · Top 25%
Operating margin (TTM) 17% · Top 25%
Revenue growth 3% · Above median
Dividend yield (TTM) 0.7% · Bottom 25%
Debt / equity 0.20× · Higher than median

Valuation Multiples vs Building Materials median · lower = cheaper

P/E (TTM) 41.1× · Pricier than 75% of peers
P/B 4.50× · Pricier than 75% of peers
P/S (TTM) 3.89× · Pricier than 75% of peers
P/FCF 0.9× · Cheaper than median
EV/EBITDA 21.0× · Pricier than 75% of peers
PEG 1.22× · Pricier than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 17
FUTURE15 · sector 2
PAST42 · sector 15
HEALTH90 · sector 92
DIVIDEND14 · sector 44

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Building Materials stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
CRH plc CRH $96.05 $69.69 −27%
Holcim AG HOLN CHF 71.04 CHF 20.00 −72%
Vulcan Materials Company VMC $259.69 $114.48 −56%
Heidelberg Materials AG HEI €170.05 €167.96 −1%
Martin Marietta Materials, Inc MLM $543.90 $215.31 −60%
China Jushi Co 600176 ¥40.56 ¥13.22 −67%
Amrize AG AMRZ CHF 37.65 CHF 29.67 −21%
Grasim Industries Limited GRASIM ₹3,293 ₹1,245 −62%
CEMEX, S.A. CX $11.24 $11.31 +1%
James Hardie Industries plc JHX A$41.54 A$9.80 −76%

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Frequently asked questions

Is UltraTech Cement Limited (ULTRACEMCO) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹4,718 versus a price of ₹11,408, about −59% upside (overvalued).
What is the fair value of ULTRACEMCO?
Our model-based fair value for UltraTech Cement Limited is ₹4,718 (as of Aug 13, 2026), built from audited fundamentals. The current price: ₹11,408.
What is the quality score of ULTRACEMCO?
UltraTech Cement Limited has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of UltraTech Cement Limited (ULTRACEMCO)?
UltraTech Cement Limited reported trailing-twelve-month revenue of about ₹885B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of ULTRACEMCO?
The net profit margin of UltraTech Cement Limited is about 9.2%, meaning it keeps roughly 9.2% of revenue as net income. Based on the latest reported figures.
Does UltraTech Cement Limited pay a dividend?
UltraTech Cement Limited currently shows a dividend yield of about 0.71% relative to its recent price (as of Aug 13, 2026).
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