The revival in demand seen in the last financial year has also led to narrowing down of demand-supply mismatch in the industry
With infrastructure claiming a larger share, movement and distribution of cement is bound to change
Volume growth, lower costs to drive Q4 profitability; analysts remain underweight on sector
ACC, Sagar Cements, Sanghi Ind, Mangalam Cement, KCP and Gujarat Sidhee up in the range of 3% to 10%
Strengthening demand, slower capacity ramp up to boost utilisation in existing units, improve pricing; up-cycle seen lasting 5 years