ULTRACEMCO
0 deep-dives · 11 policy notes
What has moved ULTRACEMCO
9 dated calls from the policy coverage · 7 positive · 2 negative · 0 watch
- Positive2026-10-16inferred
Sports infrastructure is cement-intensive and geographically dispersed, so state-level facility build-out spreads demand across the regional cement books rather than concentrating it
Policy Pulse - Modi / India Govt - 16 Oct 2026 - Positive2026-10-12inferred
The Prime Minister himself drew the link to cement, steel and equipment demand from construction, which is the second-order read on a Rs 13,000-crore project book
Policy Pulse - Modi / India Govt - 12 Oct 2026 - Positive2026-10-08inferred
Refund of tax on plant and machinery over five years and the NHAI TOT clarifications affect capital-goods-heavy and project-linked manufacturers
Policy Pulse - Ministries & Regulators - 08 Oct 2026 - Positive2026-10-08inferred
Merchants bear the 0.4%; a delay keeps the current cost structure in place through the festive quarter for high-ticket retailers
Policy Pulse - Ministries & Regulators - 08 Oct 2026 - Positive2026-10-07
Rural roads, retaining walls, embankments and flood shelters are cement volume at the rural margin
Policy Pulse - Modi / India Govt - 07 Oct 2026 - Negative2026-10-02
NCR construction stoppage plus a ban on entry of cement-carrying vehicles from December 10 to January 20 is a direct volume hit to cement dispatches into India's largest single construction market
Policy Pulse - Ministries & Regulators - 02 Oct 2026 - Negative2026-10-02
Delhi-NCR's complete construction and demolition ban from December 10 to January 20, plus a cement-vehicle entry ban, is a hard stop on the December quarter in India's biggest construction market
Policy Pulse - Ministries & Regulators - 02 Oct 2026 - Positive2026-10-01inferred
Cement is the highest-beta listed expression of structural urbanisation. No cement-specific policy was announced today ⚠️ inferred
Policy Pulse - Modi / India Govt - 01 Oct 2026 - Positive2026-09-01
Infra-led demand, PM's capex framing
Policy Pulse - Modi/Govt - 01 Sep 2026
Mentioned in Policy Pulse
Policy Pulse - Modi / India Govt - 16 Oct 2026
PM Modi's 2036 Olympics ambition was priced the next morning at Rs 7,386.74 crore: the Sports Ministry raised event-hosting aid from Rs 2 crore to up to Rs 50 crore, mapping to LT and ULTRACEMCO. Rubio lands in Jamnagar, the RELIANCE refinery complex, two days after the Graham Act deadline.
Policy Pulse - Modi / India Govt - 12 Oct 2026
PM Modi opened over Rs 13,000 crore of Tamil Nadu projects on October 11, including a Rs 1,620-crore lube base-stock unit at CPCL, the only listed company named in the release, alongside a Rs 4,900-crore Chennai Metro Phase II stretch and about Rs 3,700 crore of highways that map to LT, IRCON and RVNL. The PM Dhan-Dhaanya Krishi Yojana also marked its first year with a 100-district scorecard.
Policy Pulse - Ministries & Regulators - 08 Oct 2026
The 57th GST Council left rates untouched but recommended removing GST officers' arrest powers, raising the prosecution threshold to Rs 5 crore, cutting the general penalty to Rs 10,000 and automating refunds and ITC, positive for SUNPHARMA, DRREDDY and CIPLA and for TCS and INFY on services-export facilitation; the reported deferral of the UPI merchant fee to January 2027 took 5.2 percent off PAYTM and 4.5 percent off MOBIKWIK, while TCS opened Q2 FY27 with profit up 15 percent to Rs 13,884 crore and a further Rs 12 dividend.
Policy Pulse - Ministries & Regulators - 07 Oct 2026
The RBI hiked the repo rate 25 basis points to 5.50 percent, changed its stance to calibrated tightening and revised FY27 GDP up 40 basis points to 7.1 percent, sending the Sensex down 429 points to 72,638.70 - negative for LICHSGFIN, PNBHOUSING, DLF and MARUTI but positive for HDFCBANK, ICICIBANK and SBIN on net interest margin. The 57th GST Council slipped a second time to October 8 with a proposed 17-day export refund clock, positive for SUNPHARMA, CIPLA and INFY, SEBI exempted eligible AA-minus issuers from the merchant-banker requirement on private-placement debt, positive for PFC, RECLTD and BSE, and L&T won a 5,000-10,000 crore main-plant notice to proceed for the 2x800 MW Chandrapura thermal project.
Policy Pulse - Ministries & Regulators - 06 Oct 2026
The Ministry of Defence signed a Rs 661.50 crore BrahMos fire-control and launcher contract for Indian Navy ships at a minimum 68% indigenous content - BEL and LT are the inferred beneficiaries because PIB names no listed company. The RBI decides rates tomorrow with a 25 basis point hike to 5.50% near-fully priced, the 57th GST Council was rescheduled for a second time to October 8, and SEBI is reported to be partly reversing the Closing Auction Session for derivatives settlement, a positive for BSE, ANGELONE and MOTILALOFS. Trent's 23% Q2 revenue beat drove a 12.6% surge to a Rs 1.5 trillion market cap while Coal India and Tech Mahindra led the day's losses as the Sensex closed 685 points higher at 73,067.81.
Policy Pulse - Ministries & Regulators - 02 Oct 2026
India is in the final stages of approving a ₹80,000 crore Project-75(I) submarine deal with Germany to be built by MAZDOCK with ThyssenKrupp, while the MoD inked a ₹810.79 crore SAT-SAAW contract with BDL. September power shortages hit a three-year high at 560 million kWh, and the Section 11 order forcing 112 private captive coal plants to run flat out and sell into exchanges is now live — positive for COALINDIA, NTPC and TATAPOWER. September GST rose 14.7% to ₹2,03,521 crore but on a record-high import share, and RBI eased bank shareholding norms for mutual funds, insurers and pension funds.
Policy Pulse - Modi / India Govt - 01 Oct 2026
PM-DHARA's first trading session priced the Rs 1.86 lakh crore transmission and storage programme selectively, with TARIL up 9.29% as the top BSE gainer and ADANIENSOL up 4.31% while the Nifty fell 0.88% to an eighth straight weekly loss. Prime Minister Modi's UPSC centenary address set out a 2047 that is more urban, Captain Smit Machchhar's rescue drew national tribute, and the October 5-7 RBI meeting now carries live hike risk on a rupee near 96.
Policy Pulse - Ministries/Regulators - 11 Sep 2026
NSE priced its IPO at Rs 1,700-1,785 (~Rs 22,562 crore, opens Sep 17, listing circa Sep 24) with the issue down about 15% - a re-rating trigger for BSE and ANGELONE. Record August SIP flows of Rs 32,297 crore and Rs 87.08 trillion MF AUM lift HDFCAMC and NAM-INDIA, while Brent above USD 100 drives oil-marketing margins to Rs -5/litre petrol and Rs -23/litre diesel (IOC, BPCL, HINDPETRO negative).
Policy Pulse - Modi/Govt - 01 Sep 2026
PM Modi hails 7.8% Q1 GDP 'herculean feat'; SCO bilaterals with Putin and Iran. SEMICON India Sep 17-19. Positive for HDFCBANK, LT, DIXON, KAYNES.
Policy Pulse — Global — 05 Aug 2026
Hormuz deal as early as Wednesday, Brent <$80; US records (AMZN >$3T). India firms (Sensex +152) as RBI holds. HSBC sees $25B FII inflows. SELL energy (XOM, ONGC), BUY airlines (DAL, INDIGO).
Policy Pulse — Ministries & Regulators — 05 Aug 2026
RBI holds repo at 5.25% (neutral), raises FY27 GDP to 6.7%, cuts CPI to ~5%. SEBI CAS divergences; REIT/InvIT DR consultation. Banks neutral (ICICIBANK, KOTAKBANK, SBIN), BSE positive, TCS/HCL weak.