On the overall market set-up, Ajit Mishra, SVP - Research at Religare Broking reckons to maintain a 'Buy-on-dips' approach, with a preference for relatively stronger stocks across sectors.
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 Q4 performance, rising margins and aggressive capacity expansion plans position UltraTech Cement to sustain growth, aided by robust demand outlook and cost discipline
Firms such as Reliance Industries, Axis Bank, UltraTech Cement, Coal India, Hindustan Zinc, and Varun Beverages are among the major names announcing dividends
UltraTech Cement posts strong Q4FY26 results, but analysts stay cautious due to cost pressures, capacity expansion risks, and sector headwinds
UltraTech Cement posts strong Q4 profit on volume growth, but rising input costs from West Asia tensions remain a near-term margin headwind
Consolidated net profit rose 20.2 per cent year-on-year to ₹2,983 crore for the three months ended March 31
Q4FY26 company results: Firms including Adani Total Gas, AU Small Finance Bank, Bajaj Housing Finance, and Mahindra Holidays & Resorts are also to release their January-March earnings today
For cement manufacturers, the primary concern is the sudden spike in energy costs as the industry relies heavily on imported fuel, which is now becoming significantly more expensive
Aditya Birla Group firm crosses 200 mtpa capacity milestone, outlines Rs 16,000 crore investment plan to expand capacity to 240 mtpa by FY28
UltraTech Cement has phased out legacy South Indian brands Sankar, Coromandel, and Raasi after acquiring India Cements, as part of a strategy to unify branding and improve quality
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