Cement Sector

ACC Q4 net profit plunges 68% on rising costs; revenue, volumes grow

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

UltraTech Cement remains on a concrete growth path amid strong Q4 show

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

Cement firms may see up to 19% profit hit under carbon scheme: ICRA

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 firms to post strong Q4 volumes, but costs may weigh on margins

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

Cement sector likely to witness margin squeeze once inventories run out

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

West Asia war may push cement prices higher; Nomura, Emkay pick top 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.

NSE launches Nifty Cement Index; here's everything investors need to know

The Nifty Cement Index comprises stocks that are part of the Nifty Total Market Index and are classified under the 'Cement & Cement Products' basic industry

Cement majors post double-digit volume growth in Q3, eye price recovery

Leading cement makers reported strong double-digit year-on-year growth in sales volumes during the December 2025 quarter, even as their realisations came under pressure. The companies remain optimistic of further improvement in demand and prices in the coming months, aided by benign inflation, supportive tax rationalisation measures and healthy infrastructure-led growth. Industry leaders, including UltraTech, Ambuja Cements, Shree Cement, Dalmia Bharat, JK Lakshmi Cement and JSW Cement, saw higher capacity utilisation and expansion in volumes. However, overall profitability was impacted by rising input costs, provisions under new labour codes and elevated prices of pet coke and coal. Despite these challenges, toplines were supported by premiumisation, improved product mix and higher non-trade sales. Apart from grey cement, companies also reported robust growth in their Ready Mix Concrete (RMC) business, which registered high double-digit expansion. Leading cement maker UltraTech .

Ambuja Cements' Q3 profit declines 90% due to high base, one-offs

Ambuja Cements' reported Q3 profit plunged due to one-time income and tax credit in the year-ago quarter, even as normalised profit and volumes rose sharply

JK Cement surges 5% on strong volume growth, upbeat brokerage views

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.

Q3FY26 Cement Preview: Axis Sec sees volume, revenue growth on weak pricing

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

Indian cement firms most exposed to CBAM risk: World Economic Forum

The study, which examines corporate readiness in Brazil, China, India and South Africa for CBAM, finds no evidence so far of broad competitiveness losses for exporters from these economies

Near-term margins for cement companies to remain under pressure

Weak Q3 pricing persists despite Y-o-Y profit gains, as aggressive capacity expansion overshadows near-term demand

Ambuja, NCL, India Cements seen favourably placed on charts; eye 13% upside

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.

Top cement companies post strong Q2 on better realisations, volumes

Low base, premium mix and new capacity supported gains

Sagar Cements falls 4% after Q2 results; weak QoQ numbers weigh on stock

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

Nuvoco Vistas posts ₹36.43 cr profit in Q2 FY26 amid product premiumisation

Nirma Group-owned cement maker reports record Q2 Ebitda of ₹371 crore and 44% share of premium products, reversing last year's loss of ₹85.17 crore

Cement sector set for H2FY26 upswing; JK Cement tops Nuvama's picks

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

Cement sector operating profit to rise 12-18% in FY26, says Icra

Icra expects cement companies' FY26 operating profit to reach Rs 900-950 per tonne, with healthy demand, better realisations and GST cuts driving growth despite global crude risks

4 reasons HDFC Securities recommends 'Add' on JK Cement, raises target

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.