Depth bar: Strategic enterprise GU dossier. Position Stamped as plant invoice closure, never as competitor to UltraTech corporate sustainability / EnMS CoE.

1. Company overview & snapshot

1.1 Legal identity & corporate structure

UltraTech Cement Limited (NSE/BSE: ULTRACEMCO) is the Aditya Birla Group cement flagship — India’s largest grey cement producer. Roorkee Cement Works (RKCW) is an operating grinding unit (not an integrated kiln site). Plant pedigree: established 2010 by Jaiprakash Associates; taken over by UltraTech 2017; EC transferred 22 Mar 2018; capacity raised 2.0 → 2.5 MTPA under MoEF NIPL route (process optimisation).

Legal consumer for electricity petitions: UltraTech Cement Limited (Unit: Roorkee Cement Works). Connection cited in UERC matter: BHOK000007704. Contracted load 10,000 kVA; petition for additional 2,000 kVA interim on existing 33 kV while PTCUL LILO / 132 kV works proceed.

Do not sell to “UltraTech India” vaguely — sell to RKCW plant leadership with explicit awareness that corporate CoE exists.

1.2 What they make & where money comes from

Grinding clinker + gypsum + fly ash into cement. Clinker sourced from Aditya / Vikram / Baga works; gypsum RSMM & J&K; fly ash Yamunanagar, Rajpura, Cavendish Laksar and locals (Form-V). FY23–24 cement production reported ~1.30–1.38 MT. Revenue for the plant is not separately listed; parent FY scale is massive (₹70,000 Cr+ class). Lead report plant-proxy ₹400–800 Cr [~].

Money drivers: northern market cement dispatch, blend mix (PPC/OPC), mill utilisation, logistics.

1.3 Plants, addresses & footprint

Address: Village Nalheri Dehviran, Post Nalhera Anantpur / Anantpur, Roorkee, Dist. Haridwar, Uttarakhand (247667/247668). Red-category environment. UltraTech operates dozens of GUs nationally — Roorkee is one northern grinding node. Pilot strictly this GU’s UPCL account.

1.4 Leadership & CRM map

CRM path: Devesh Deopa / C&I → GUH Khatri → (only later) corporate energy if multi-unit expansion demanded. Never open via IR or ESG portal.

1.5 Recent news (24 months) & timing for Stamped

• Group: RE >1 GW, WHRS growth, India Cements / Kesoram integrations, ESG/SBTi narratives — praise, do not compete.
• Plant: UERC load-enhancement petition shows power growth / constraint — excellent timing hook (“as CMD rises, who owns invoice MD events?”).
• Form-V production stable ~1.3 MT — process optimisation already done for capacity; residual is operational power quality + MD discipline.

2. Energy profile

DISCOM / supply (name early): UPCL — HT industrial, connection BHOK000007704, historically 33 kV, contracted 10,000 kVA with petition for +2,000 kVA interim.

2.1 Bill band, tariff & demand

A 2.5 MTPA GU at ~1.3 MT/yr production implies large continuous mill motors + baghouse + packing. Monthly electricity commonly multi-crore or high tens of lakhs [~] for such GUs — Above Band A. Still insist on invoice: demand charges, ToD, PF, wheeling if any OA.

2.2 Generation, fuel & renewables

Grinding site: primarily grid electrical; limited onsite thermal vs kiln plants. Group RE/WHRS stories apply more to integrated units — ask whether any rooftop / OA slices Roorkee bill. DG for emergency.

2.3 EnMS, PAT, ISO, BRSR

UltraTech files rich BRSR / sustainability reports and runs plant energy programmes. Expect existing EMS/DCS and corporate SEC KPIs. Stamped = additive closure layer, not replacement EnMS.

2.4 Likely ₹ leak categories (hypothesis)

(1) Vertical mill / ball mill start coincidence with packing; (2) separator recycle high recirculation kWh; (3) baghouse ID fan always-max setpoints; (4) idle auxiliaries between campaigns; (5) fly-ash moisture swings driving mill specific power without invoice link; (6) PF on large VFDs; (7) demand ratchet around changeovers.

3. Operations, equipment & digital stack

3.1 Process flow & critical loads

Clinker & additives receipt → proportioning → grinding → separation → cement silos → packing → dispatch. Critical electrical: mills, separators, ID fans, compressors, packing machines, material handling.

3.2 Shifts, seasonality, production pattern

Continuous GU with dispatch-driven peaks. Monsoon fly-ash moisture can lift SEC. Construction season may raise mill hours.

3.3 Automation, metering, SCADA/EMS/DCS

High maturity expected (C&I presence). Path A read-only historian + UPCL interval. Explicit no PLC writes in security review.

3.4 Capex / tech projects affecting energy

Load enhancement + 132 kV LILO self-execution (UERC order context) — post-capex period is ideal for operational verification that new CMD is not wasted in MD mismanagement.

4. Stamped Energy fit analysis

4.1 ICP scorecard

Geography pass; cement grinding vertical pass; bill almost certainly ≥ ₹30L; decision speed fail risk (enterprise CoE); data maturity high.

4.2 Fit score rationale

7/10 — process + bill elite, CoE/procurement drag is the deduction (same as lead report).

4.3 Wedge (parser-critical)

The strongest wedge is: plant-level UPCL invoice MD / mill-specific-power prescriptions at Roorkee GU — assigned to shift owners and verified with evidence — after praising UltraTech’s corporate RE/EnMS CoE, never against it.

4.4 Objections & competitors

4.5 Pilot design

90-day Proof Run, one mill/packing consumer slice, joint plant technical + finance memo, kill if no invoice evidence. Rollout to other UltraTech GUs only after Roorkee proof — never propose group EMS RFQ.

5. Before you reach out

5.1 Discovery checklist

• Confirm GUH still Dinesh Khatri
• Confirm Devesh Deopa OT access authority
• Two UPCL bills (anonymised OK)
• CMD vs recorded MD last 6 months
• Status of +2000 kVA / 132 kV LILO works
• Current mill specific power KPI system
• Who in Mumbai CoE must be informed (optional late)
• Cybersecurity questionnaire existence
• Preferred M&V format vs BRSR team
• Packing vs mill ownership split
• Fly-ash moisture impact narrative
• Plant email domain (adityabirla.com vs ultratech)

5.2 Do not lead with

• Do not lead with dashboards, AI, ESG storytelling, CDP help
• Do not imply UltraTech “fails at energy”
• Do not quote assumed ₹1 Cr+ bill as fact
• Do not open with corporate sustainability contacts

5.3 Opening hooks

• “As Roorkee adds CMD, who owns each UPCL MD spike — mill or packing?”
• “Group already won RE/EnMS. We only ask whether Roorkee prescriptions close into the invoice.”

6. Risks, flags, controversies & sources

6.1 Integrity / controversy / regulatory

Search terms: UltraTech Roorkee Cement Works, UltraTech Roorkee UERC 2000 kVA, Dinesh Khatri UltraTech Roorkee, UltraTech Roorkee Form V, UltraTech Nalheri.

6.2 Data quality flags

Dinesh Khatri LinkedIn ambiguous (other UltraTech Dinesh profiles); email domains inferred; production vs nameplate under-utilisation (~1.3 vs 2.5 MTPA) — ask why before promising %-savings.

6.3 Sources consulted

• UltraTech Form-V RKCW FY23–24 PDF
• UERC order PDF on UltraTech Roorkee load petition (Apr 2025 upload cluster)
• UltraTech / Grasim sustainability materials (group context)
• LinkedIn Devesh Deopa, Devesh Varshney
• GEM Wiki UltraTech Roorkee
• Lead report UK gap Jul 2026
• suggestion-supreme.md CoE positioning pattern (enterprise energy buyers)

Extended call-prep narrative (Stamped field use)

B1. First 20 minutes of discovery

Open with process respect, not software. Confirm legal entity on the invoice, DISCOM name, and who owns the largest feeder MD event in the last 90 days. Ask for two invoices and one production calendar export before any platform demo. If the champion cannot produce bills within a week, treat the opportunity as stalled — Bill Verification Program without invoices is theatre. Record whether Path A (historian/meter export) or Path B (CSV) is realistic given OT policy. Confirm the economic buyer who can approve a Rs 2–5 lakh [~] fixed 90-day fee without a full ERP tender.

B2. Prescription card discipline

Every recommendation must name: event, owner, due date, expected rupee line on the DISCOM invoice, operational constraint, and evidence of execution. Cards without owners are deleted. Cap weekly cards at five so plant teams are not flooded. Prefer MD sequencing and idle-hold cuts before exotic tariff products. Never propose changing validated recipe, membrane current, sterile pressure, or Tempcore quench parameters. If quality or safety forbids a schedule change, mark the lever as blocked and move on — credibility beats aggressive savings claims.

B3. Verifying savings without gaming

A lower bill alone is not success if tonnes, pairs, or batches fell. Normalise against a production proxy agreed in week 1. Document holidays, forced outages, new-line commissioning, captive/solar settlement changes, and weather-sensitive HVAC. Keep a decision ledger shared with the plant: recommendation, owner, status, expected vs observed invoice delta. Present kill or expand at day 90 with the same ledger — this is how Stamped differs from audit PDFs that never close.

B4. Competitive and incumbent handling

If the site has EMS/SCADA/BMS, OEM analytics, ISO consultants, or solar EPCs, congratulate the spend and ask what residual bill lines still surprise them monthly. Position Stamped as the closure layer: rupee assignments and invoice reconciliation. Refuse head-to-head dashboard bake-offs. If Gujarat, Panipat, or Noida corporate IT appears, keep plant electrical as the proof owner and let corporate rubber-stamp after a verified bill line — not before.

B5. Geographic and cluster logistics

Batch 3 spans Mandi Gobindgarh, Paonta/Derabassi/Rajpura, Ghaziabad/Muzaffarnagar, and Kanpur–Unnao. Plan field days by corridor. Carry printed one-pagers: Fit score, DISCOM hypothesis, strongest wedge sentence, and two discovery questions. After each visit, update extras field intel — especially corrected phones, electrical names, and whether the bill cleared Rs 30 lakh/month.

B6. Messaging hygiene for this batch

Owner-operated steel/leather accounts tolerate Hindi-friendly WhatsApp and short calls. Listed pharma/chemical accounts prefer email plus LinkedIn with technical depth. Never open with controversies (GST/Excise history, EuGMP observations, rating actions) — those are internal briefings only. Always name DISCOM early in research-backed prep sheets so call-prep UI can render correctly.