Cement Stock News
India Cements sets board meeting date to declare Q1 results 2025. Details here
India Cements will hold a Board meeting on July 19, 2025, to review unaudited financial results for Q1 2025-26. The meeting follows a profitable Q4FY25 despite revenue decline and trading window closure from July 1, 2025, until after results announcement on July 21, 2025.
2 min read5 Jun 2025Stocks to buy: Cement sector set for steady growth in FY26; brokerages bullish on THESE four stocks
Cement stocks are poised for growth as the sector rebounded in Q4FY25, with top firms achieving strong results and capacity expansions. Analysts predict demand growth between 6-9% in FY26, driven by urbanization and infrastructure investments, despite potential seasonal challenges.
3 min read5 Jun 2025This cement stock rallies 26% in 2 days after Q4 results beat estimates. Should you chase the rally?
Stocks to buy: Domestic brokerages have raised target prices for Birla Corporation shares after its strong Q4FY25 performance, with significant growth in volume, revenue, and profits. JM Financial raised its target price to ₹1,600, while Axis Securities also lifted the target price to ₹1,560.
3 min read14 May 2025This cement stock hits 20% upper circuit after company reports strong Q4 turnaround. Do you own it?
Stocks in focus today: Birla Corporation's share price surged 20% to ₹1,068 after reporting a 33% YoY increase in Q4FY25 net profit to ₹257 crore. Cement sales volume rose 8% YoY, but full-year revenue declined 4% to ₹9,312 crore, with net profit down 30% YoY to ₹295 crore.
2 min read12 May 2025Cement price hikes in April ease margin fears—at least for now
Cement prices saw a sharp rebound in April, offering much-needed relief as energy costs creep up. But with global uncertainties looming, the durability of this pricing power remains in question.
2 min read15 Apr 2025UltraTech cements its lead—and looks to build on it
A recovery in infrastructure spending and industry consolidation is driving India’s cement sector into a sustained earnings upcycle. UltraTech, the market leader, is well-positioned to capitalize—but pricing pressures and its ambitious push into cables and wires pose fresh challenges.
6 min read27 Mar 2025Is the cement sector consolidation at its fag end?
A key trigger for increased merger and acquisition activities in the cement sector has been balance sheet stress among mid-sized and small companies.
3 min read26 Mar 2025Tamil Nadu’s limestone tax: A crushing blow to cement margins?
Tamil Nadu’s ₹160 per tonne limestone tax comes as demand weakens and prices fall, squeezing margins for players like Ramco and Dalmia. Larger rivals are insulated for now, but the move could set a costly precedent.
5 min read15 Mar 2025Ramco Cements faces new setback as Tamil Nadu's mining tax may increase costs
With about half of its total clinker capacity in Tamil Nadu, Ramco is seen as the worst-affected among its listed peers.
2 min read13 Mar 2025Dalmia Bharat has a lot of ground to cover to achieve a pan-India presence
Dalmia Bharat must make more timely capacity additions to meet its mammoth target of becoming a pan-India cement company and achieving 75mtpa capacity by FY28 and 110-130mtpa by FY31.
2 min read4 Mar 2025Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared