Cement Stocks

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.

FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller

In its latest note, Choice Institutional Equities reaffirmed its 'Buy' rating on JK Cement, assigning a target price of ₹7,200, implying major upside from prevailing levels.

JM Financial expects companies under its coverage to deliver robust growth of around 10 per cent Y-o-Y on a comparable basis in the third quarter

Cement companies are expected to report robust topline and volume growth amid weak pricing power during the third-quarter of the financial year 2026

Industry demand likely grew in low double digits year-on-year (Y-o-Y) in December 2025, reflecting broad-based improvements across regions

Emkay Global retains Add on Dalmia Bharat with a ₹2,450 target, citing capacity expansion, cost savings and improving cement demand outlook from 2026

ICICI Securities has reinitiated coverage on India Cements, a major Indian cement manufacturer, with a 'Hold' rating, citing improving operational fundamentals under UltraTech Cement

The price-to-moving averages hints at a favourable trend for India Cements; similarly, select technical factors augur well for cement stocks such as Ambuja Cements, Ramco Cements and NCL Industries.

Sagar Cements reported consolidated revenue from operations of ₹601.86 crore, up 27 per cent from ₹475.12 crore in the year-ago period.

Dalmia Bharat reported net profit of ₹239 crore in the September 2025 quarter (Q2FY25), up nearly fivefold from ₹49 crore in the year-ago period

While monsoons and consumption deferrals following the GST rationalisation impacted demand in Sep'25, prices largely held firm, signalling resilience in the sector, Nuvama analysts said

The Adani group-owned cement major has seen a sustained slide in both share price and equity valuation over the past 12 months

JK Cement share price today: On the bourses, JK Cement share price rose up to 1.21 per cent to an intraday high of ₹6,660 per share.

GST Council has approved a reduction in rates on cement from 28 per cent to 18 per cent, effective September 22, 2025

UBS stays positive on cement sector, sees price recovery, margin gains, and consolidation ahead. Top stock picks for FY26 include Ambuja, UltraTech, Dalmia Cement

At 10:41 AM, the stock was trading 5.38 per cent lower at ₹1,075, underperforming the broader BSE Sensex, which was down 0.54 per cent at 80,188.05.

In the past five months, the stock price of JK Cement has outperformed the market by zooming 58 per cent

Brokerages offered a mixed yet constructive view on Shree Cement 's Q1 performance, highlighting improved realisations, expanding margins, and long-term growth plans.

India Cements, Dalmia Bharat, Sagar Cements, Birla Corporation, and The Ramco Cements shares were trading higher in the range of 2 per cent to 4 per cent