Cement Stocks

Cement stocks trade higher on positive note from CLSA; Ramco Cements, UltraTech lead gains

According to CLSA, the outlook for cement stocks has become more positive due to expectations of higher profitability, supported by pricing discipline and the removal of the coal cess

HSBC expects these five cement stocks to rise up to 24%

Recent major deals in the Indian cement sector has accelerated the pace of consolidation and will likely drive prices, analysts at HSBC said.

Affordable housing seen as unpriced dark horse from cement GST cut

Analysts say lower input costs could ease margins, revive demand and re-rate valuations for affordable housing developers, while cement stocks have already priced in the gains

GST Windfall: Where fund managers are buying, where they’re bailing

Tax cuts likely to spur demand in cars, cement and durables, but stretched valuations keep fund managers selective

Ultratech, Ambuja, ACC and other cement stocks surge as GST rate cut to 18% boosts outlook

Analysts said the move could lower construction costs, improve housing affordability, and support medium-term profitability for the sector.

Cement companies to benefit from GST rate cut, favourable cost outlook

Lower tax on cement and stable production costs should benefit cement companies. However, does it change the investment outlook for cement majors?

Cement stocks may be on fire in FY26; GST rate cut buzz fuels fresh rally hopes

Possible GST cut from 28% to 18% adds fuel to an already hot cement trade, with analysts eyeing demand boost, fatter margins, and sector re-rating

Cement stocks rally on hopes of GST cut, brokerages see demand boost ahead

Buzz around a possible GST rate cut on cement from 28 percent to 18 percent lifted shares of Ultratech Cement, JK Cement, ACC, and Shree Cement. Analysts said lower rates could make cement more affordable, fueling housing and infra demand

Cement prices rise across regions in May as demand improves, says Nuvama analysts

Cement prices have seen a broad-based increase in May 2025, led by southern states, as demand begins to firm up

Cement stocks on a roll: Shree Cement, JK Cement, Dalmia Bharat hit 52-week highs on healthy outlook

Cement stocks rallied as strong Q4 results and optimism around rising demand in FY26 have sparked renewed interest from investors and brokerages alike

Motilal Oswal sees cement demand to rebound from mid-April; picks Ultratech, JK Cement

Analysts estimate cement spreads in April 2025 to be at a 17-month high, mainly led by price hikes

Nomura suggests to stick with cement industry leaders; downgrades ACC, Shree Cement and Nuvoco Vistas

On the flipside, Nomura retained its 'buy' calls on UltraTech, Ambuja Cements and Ramco Cements as it sided with players that are actively working towards sustainable cost-saving measures.

Cement prices continue to climb in early 2025, regional trends mixed: Nomura

While demand growth remains uncertain, dealers across all regions, except the south, expect further price hikes in January

Cement stocks rally as Jefferies predicts recovery from H2FY25; Ultratech tops Nifty gainers

Jefferies identified Ultratech Cement as its top pick among large-cap stocks and JK Cement as its mid-cap favorite

Short Call | Cement conundrum: Housing, construction setbacks and valuations that don’t add up! Power Grid, Piramal Pharma in focus

All successful investment involves trying to get into something where it’s worth more than you’re paying - Charlie Munger

Cement’s $100 billion illusion: Kotak says current valuations devoid of logic

Kotak Institutional Equities warns that Indian cement companies' valuations, driven by a $100 billion market cap, appear unsustainable given weak demand, high costs, and unrealistic sales expectations.

Cement stocks in focus after Macquarie highlights price pressures, sluggish demand

Macquarie's cautious outlook on cement stocks reflects ongoing demand challenges and price pressures, with mixed ratings across key players as the sector faces near-term risks.

Cement struggle: Falling prices, weak demand hit profitability; pickup likely in H2FY25

Cement prices fell across regions in July 2024, squeezing industry margins, with demand expected to recover only in the latter half of FY25.

Ultratech poised to become new 'Thalaiva' in South post India Cements acquisition, say analysts

Analysts predict this deal could lead to a larger stake purchase and establish a new 'Thalaiva' (dominant player) in the Southern market

Short Call: Bargains or falling knives, cement cracks, recovery in chemicals, KEC, TVS, Asian Paints, Tata Power in focus

"The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch." – Warren Buffett

Why Ambuja Cements' entry into the southern market won't be disruptive yet, according to Nomura