Investor Presentaiton

Catering to regional demand and deepening its foot-print ADITYA BIRLA UltraTech FY23-FY27 Region I HC North Central Demand growth drivers and rationale ✓ National Capital Region (NCR) would require bulk cement with expected increase in Real Estate. Kotputli is suitably located to serve the region within average lead of <125 kms ✓ Delhi Metro; Jaipur Metro, Smart cities in Rajasthan and Delhi, Eastern peripheral expressway/ six-laning of NH8, dam project ✓ Lucknow + Kanpur are amongst the top 20 growing cities in India and expected to grow at a CAGR of ~10% on back of infrastructure and real estate development. Proposed expansion will also reduce overall lead distance ✓ Several metro projects, Upper Ganga Expressway, irrigation (Ken-Betwa), smart cities (Indore, Bhopal, Lucknow..) ✓ ✓ Entry for UltraTech in Jharkhand for manufacturing. Jharkhand expected to grow at ~9% over next 5 years Reduction in current lead distance East ✓ Metro projects in Patna, Kolkata, EDFC, north-east (several road and rail connectivity projects) South ✓ Capacity to service North-East markets of Assam and Meghalaya ✓ UltraTech presence is negligible currently in South Tamil Nadu. ✓ Commercial & industrial and real estate growth will lead to higher requirement of bulk volume mainly in Chennai & Salem/ Coimbatore region, which can be serviced from Arakkonam economically ✓ Vizag IT City Project in Andhra Pradesh, irrigation projects in Telangana. I: Infrastructure, H: Housing, C: Commercial NHAI- National Highway Authority Of India, EDFC- Eastern Dedicated Freight Corridor, DFC- Dedicated Freight Corridor, IHB-Industrialized Housing and Buildings 29

View entire presentation