UltraTech Earnings Presentation Q2 FY22

Logistics Cost Trend Logistics cost (Rs./mt) 100 Q1 18 1140 79 Q2FY21 Logistics cost v/s Diesel Price Index -Crude Prices (Index) Diesel Prices (index) 1219 Q2FY22 160 149 132 148 138 104 111 108 87 Q2 21 Q1 22 Q2 22 Logistics Cost (index) YoY cost increase : 7% • Diesel price higher by ~21% • Inflationary increase in cost partially mitigated by improved efficiency QoQ cost increase : 3% Diesel price higher by ~7% Geographical mix impact ADITYA BIRLA UltraTech 15

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