20 October 2025

India: Aditya Birla Group subsidiary UltraTech Cement’s revenues grew by 21% year-on-year to US$2.33bn in the second quarter of the 2026 financial year. ET Now News has reported that the producer’s profit was US$148m, up by 75% year-on-year. During the quarter, UltraTech Cement’s costs rose by US$2.28/t, contributing towards a 45% quarter-on-quarter drop in its net profit.

In the 2026 financial year to-date, UltraTech Cement acquired a 76% stake in fellow producer The India Cements and acquired putty producer Birla White Wallcare outright.

India: Dalmia Bharat recorded sales of US$849m in the first half of the 2026 financial year, which began on 1 April 2026. This corresponds to a year-on-year rise of 5%. The producer also increased its earnings before interest, taxation, depreciation and amortisation (EBITDA), by 43%. As a result, its profit after tax more than tripled to US$76.4m.

During the first half of the 2026 financial year, Dalmia Bharat sold 13.9Mt of cement, down by 2% year-on-year from 14.1Mt in the first half of the 2025 financial year.

India: Aditya Birla Group subsidiary UltraTech Cement will invest US$1.23bn to grow its cement production capacity by 10% to 241Mt/yr. The company’s board has approved new plant projects and expansions amounting to 22.8Mt/yr of additional capacity, scheduled to begin coming online from the start of the 2028 financial year on 1 April 2027.

Chair Kumar Mangalam Birla said “The latest capacity expansion follows US$5.69bn invested in the past five years. The investment reflects the company’s confidence in the Indian economy and the scale of its infrastructure ambitions. When capital is deployed strategically, it energises ecosystems, deepens industrial linkages and creates durable employment. As India enters a transformative era of infrastructure and economic development, UltraTech is well-positioned to meet the rising demand for cement.”

Australia: Boral has applied to extend its Montrose quarry in Victoria. The Star Mail newspaper reported that the company proposes to expand the quarry’s extraction area by 12.5ha, allowing access to a further 20Mt of additional materials, equivalent to 30 years’ supply for Boral’s local operations.

North Korea: State-owned Komusan Cement has successfully deployed alternative raw materials derived from quarry overburden in cement production at its Komusan cement plant in Hamgyŏng Province. State-run Korean News has reported that the producer presented the resulting products at a provincial building materials exhibition.

The Komusan cement plant reportedly had ‘decades-worth’ of overburden in stockpiles, but previously lacked the equipment to properly process it.