Q1FY27 company results: Firms including Indian Overseas Bank, Sobha, Mahindra Logistics, Canara HSBC Life Insurance Company, and Rallis India are also to release their April-June earnings today
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.
While cement demand remains resilient and volumes are growing, rising input costs, capacity additions and geopolitical risks could weigh on profitability
Rising fuel and packaging costs linked to the conflict may weigh on the sector's margins
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
Stocks to Watch today, March 27, 2026: BPCL, IOCL, Oil India, RIL, and others will be in focus; here's why
Among stock preferences, UltraTech Cement remains its top pick in the large-cap segment for Motilal Oswal, while it maintains a positive view on JK Cement and Dalmia Bharat in the mid-cap space
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.
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
Reviewing the performance of its high-conviction ideas, InCred said Tata Motors Commercial Vehicles, GE Vernova T&D and Thyrocare Technologies have been "big outperformers to Nifty"
In his annual note, Birla reflected on changing global power equations, trade tensions, India's economic rise, and the Aditya Birla Group's expansion
Analysts expect margins and Ebitda to improve over the medium to long term, supported by favourable demand conditions and the company's ability to fund expansion largely through internal accruals