UltraTech Cement - Strategic Initiatives and Financial Overview

Macro and Industry updates. CPI inflation at ~6.2% in FY21; food and fuel inflation to remain elevated in H1 FY22 Cement consumption remains resilient on the back of strong rural demand and pick-up in infrastructure activities Rising risks from second Covid 19 wave resulting in a temporary slowdown GDP forecasts at ~10.5% for FY22 supported by rural demand and expectation of normal monsoon Growth enabling Union Budget: for FY22; capital expenditure budgeted at a robust ~26.2% growth Strong upcycle over the next 3-5 years with all the demand drivers coming together - (Infrastructure, Urban, Rural) ADITYA BIRLA UltraTech 13

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