Page 2 - Cement Sector

GST cut to lift cement demand, margins; UltraTech, Nuvoco among top picks

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

Why is JM Financial bullish on UltraTech, JK Cement? All details here

JM Financial Institutional Securities has picked UltraTech Cement and JK Cement as its top picks in the cement sector; here's why

Star Cement hits record high, stock zooms 44% in 2 months; here's why

Star Cement stock hit a record high of ₹308.10, gaining 4% on the BSE in Tuesday's intra-day trade, surpassing its previous high of ₹299.80 touched on August 13, 2025.

Higher sales realisation, volume growth boost cement firms' earnings in Q1

Driven by increased government spending on key infrastructure projects, leading cement manufacturers reported a solid performance in the June quarter with a double-digit volume growth and higher sales realisation. Cement makers expect the trend of an overall improvement to continue in FY26. Moreover, lower input costs, such as a decline in coal and petcoke prices, along with stable diesel costs, also helped in improvement on EBITDA terms, which faced a rough patch in FY25. Leading cement maker UltraTech Cement reported a volume growth of 9.7 per cent to 36.83 million tonnes (MT), helped by acquisitions of India Cements and the cement business of Kesoram Industries. Similarly, Adani Group firm Ambuja Cements also reported its highest-ever cement sales volume of 18.4 MT and its highest-ever quarterly revenue at Rs 10,000 crore. Sales volume of Birla Corporation rose 9.36 per cent to 4.79 MT, and Nirma Group firm Nuvoco Vistas Corp reported a sales volume of 5.1 MMT in Q1. JK Lakshm

Ramco Cements tanks after mixed Q1; opportunity or red flag? Find out here

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.

Shree Cement Q1: Profit nearly doubles, analysts stay cautiously optimistic

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

UltraTech Cement gets target upgrades on solid Q1 show, integration wins

UltraTech Cement's consolidated net sales rose 13 per cent year-on-year (Y-o-Y) to ₹21,040 crore, up from ₹18,626 crore in the corresponding period last year.

Cement shares in focus; Sagar, Dalmia Bharat, JK Cement hit 52-week highs

Cement stocks rally on hopes of healthy demand. The Indian Government in Budget 2026 had announced a series of measures, which would boost cement demand substantially.

NCL Industries shares fall 3% on weak Q1 business update; details here

NCL Industries shares fell 3 per cent, driven by a decline across key product segments for the first quarter

Cement makers to regain decadal average profitability in FY26: Crisil

Operating profit for cement firms may rise to ₹975-1,000/tonne in FY26, above the decadal average, supported by rural housing demand and realisation gains, says Crisil

Results preview: Cement companies may report profit boost amid price gains

Cement prices rose 6% YoY in Q1 FY26 while moderate volume growth and soft fuel costs are expected to aid profitability despite seasonal monsoon impact

UltraTech, JK Lakshmi, Shree Cement, ACC rally up to 6% on positive outlook

Analysts at Elara Capital expect demand growth for the cement sector to rebound in FY26, driven by improved execution of government initiatives, such as the PMAY-G, and increased irrigation spending.

Cement sector to profit from $2.2 trn infra investment by 2030: Karan Adani

The cement industry will be a "key enabler" and is expected to benefit significantly from the approximately USD 2.2 trillion in investments projected in the infrastructure sector by 2030, said ACC Chairman Karan Adani. ACC Cement, part of Adani Group's cement business, which crossed the 100 MTPA capacity milestone in April 2025, is contributing to India's growth by laying a strong, sustainable foundation for a brighter tomorrow, said Adani in the latest annual report of the company. "The infrastructure sector, vital to realising India's economic ambitions by 2030, is projected to require investments of approximately USD 2.2 trillion. As a key enabler of infrastructure growth, the cement industry stands to benefit significantly from these investments," he said while addressing the shareholders. The cement sector is set for significant expansion, and its strategic priorities are designed to leverage this potential effectively, he added. ACC is part of Ambuja Cement, which holds the .

Motilal Oswal sector of the week: Cement; check top stocks to buy and hold

Motilal Oswal sees upside in UltraTech Cement and JK Lakshmi Cement as they expect a strong profit and margin growth over FY25-FY27

Cement shares in focus; JK, Dalmia, Shree Cement hit 52-wk high; here's why

During FY26, the cement industry is expected to achieve 6.5-7.5 per cent demand growth fuelled by infrastructure projects, rural recovery and real estate momentum.

Birla Corp shares see best day in 5 years as stock rallies 20%; here's why

Birla Corp.'s stock rose as much as 20 per cent during the day to an upper circuit of ₹1,268.8 per share, the biggest intraday gain since May 26, 2020

Adani Cement hits 100 MT capacity; Gautam Adani hails record pace

The business tycoon further said that Adani Cement is now one of the most efficient cement manufacturers on the planet

ACC sees worst day since November last year after Q4 results; here's why

ACC's stock fell as much as 6.5 per cent during the day to ₹1,931 per share, the worst intraday loss since November 21 this year

Cement shares rally up to 5%, UltraTech, JK hit record highs; here's why

With the monsoon still two months away, cement companies stand to benefit from this seasonally strong period.

Dalmia Bharat shares up 5% as Q4 profit surges 37%; earnings summary here

Dalmia Bharat reported a 37.18 per cent rise in consolidated net profit to ₹439 crore for the fourth quarter of 2024-25