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Cap expansion for Ultratech

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UltraTech is set to inaugurate two new greenfield capacities in Chhattisgarh and Tamil Nadu, adding a combined 5.4 mtpa to its production capacity. This expansion brings the company’s total capacity to 151.6 mtpa. In the last 12 months alone, UltraTech has expanded its capacity by 18.7 mtpa. Currently, it is actively implementing further expansions totaling 35.5 mtpa across 16 locations. Additionally, the company is in the final stages of acquiring Kesoram Cement, which will further enhance its grey cement capacity to 198.2 mtpa. UltraTech remains committed to a capital expenditure (CAPEX) of Rs 324 billion over the next three years, reaffirming its dedication to sustained growth and expansion.

Concrete

Cement industry to gain from new infrastructure spending

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As per a news report, Karan Adani, ACC Chair, has said that he expects the cement industry to benefit from the an anticipated US$2.2tn in new public infrastructure spending between 2025 and 2030. In a statement he said that ACC has crossed the 100Mt/yr cement capacity milestone in April 2025, propelling the company to get closer to its ambitious 140Mt/yr target by the 2028 financial year. The company’s capacity corresponds to 15 per cent of an all-India installed capacity of 686Mt/yr.

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AI boom drives demand, says ACA

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The American Cement Association projects a nearly 1Mt annual increase in US cement demand over the next three years, driven by the surge in AI data centres. Consumption by data centres is expected to grow from 247,000 tonnes in 2025 to 860,000 tonnes by 2027. With over 5,400 AI data centres currently operating and numbers forecast to exceed 6,000 by 2027, the association cautions that regulatory hurdles and labour shortages may impact the industry’s ability to meet demand.

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GoldCrest Cement to build plant in India

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GoldCrest Cement will build a greenfield integrated plant with a 3.5Mt/yr clinker capacity and 4.5Mt/yr cement capacity. GoldCrest Cement appointed Humboldt Wedag India as engineering, procurement and construction contractor in March 2025 and targets completion by March 2027. It has signed a 40-year supply agreement with Gujarat Mineral Development Corporation for 150Mt of limestone from its upcoming Lakhpat Punrajpur mine in Gujarat.

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