Cement Sector

The GST cut improved cement affordability and encouraged a shift towards premium products, though analysts say its direct impact on overall demand volumes remained limited

UltraTech Cement, Dalmia Bharat, JK Cement and India Cements were down between 1 per cent and 3 per cent in Friday's intra-day deals.

Major cement companies are expected to raise clean energy capacity to 6 GW by March 2028 from around 4 GW in March 2026, generating significant annual savings

At 12:07 PM on Wednesday, the Nifty Cement index was up 1.3 per cent at 15,057.10, compared to a 0.24 per cent decline in the NSE benchmark Nifty 50.

UltraTech beat Street estimates in Q1FY27, with strong volume growth and stable margins, while management remains confident of sustaining double-digit growth in FY27

Muthuselvaraj M, technical research analyst, Mirae Asset Sharekhan believes that UltraTech Cement stock can gain in the short- to medium-term as momentum indicators are showing strength on the chart.

According to Motilal Oswal, the cement sector presents an improving medium-term outlook and opportunities for investors

Looking beyond the Q1, analysts expect domestic cement demand to grow at a healthy 6-8 per cent CAGR over FY27-FY29, driven by sustained public infra investments and housing demand.

Strong infrastructure demand and a favourable base are expected to drive Q1 FY27 cement volumes, but rising fuel and input costs may weigh on margins despite better realisations

Strong infrastructure demand and a favourable base are expected to lift cement volumes in Q1 FY27, but higher fuel and input costs are likely to keep profitability under pressure

While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability

Rising fuel and packaging costs linked to the conflict may weigh on the sector's margins

Grasim Industries narrows Q4 loss as strong core business growth offsets continued investments in paints and e-commerce ventures

Shree Cement's revenue from operations rose 10.3 per cent year-on-year to ₹6,101 crore from ₹5,532 crore in the corresponding quarter of the previous fiscal

Cement major sees sharp profit decline as fuel, packaging and currency pressures weigh on margins despite record volumes and steady revenue growth

Strong Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline

ICRA said India's carbon trading scheme may raise costs over time, with cement firms facing up to 19 per cent profit hit as emission targets tighten

Cement companies are likely to report healthy volume growth in Q4 FY26 on strong demand and capex push, but rising fuel and packaging costs may weigh on profitability and margins

Rising fuel costs amid geopolitical tensions may pressure cement sector margins, with the impact expected to intensify once existing inventories are exhausted

West Asia tensions may raise fuel and packaging costs for cement firms. Analysts see near-term margin pressure but suggest accumulating large-cap cement stocks.