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
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.
Nuvoco Vistas stock jumps after the company reported its highest-ever first quarterly consolidated Earnings before interest, taxes, depreciation, and amortization (EBITDA) of ₹533 crore in Q1FY26.
NCL Industries shares fell 3 per cent, driven by a decline across key product segments for the first quarter
In FY 2025-26, cement demand growth is expected to rebound by 6-7 per cent owing to traction from the infrastructure and rural housing segments
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.
Motilal Oswal sees upside in UltraTech Cement and JK Lakshmi Cement as they expect a strong profit and margin growth over FY25-FY27
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
With the monsoon still two months away, cement companies stand to benefit from this seasonally strong period.