Cement Sector
Dalmia Bharat share price gains as Goldman Sachs upgrades to ‘Buy’; sees 17% upside
Dalmia Bharat share price rose nearly 2% after Goldman Sachs upgraded it to a Buy. The target price was revised to ₹2,020, indicating a 17% upside. Concerns exist over energy costs, demand outlook, and capacity additions, but easing tensions in the West Asia conflict support a positive view.
2 min read25 Jun 2026Cement price hikes miss the mark as cost inflation struggle intensifies
Stocks of large cement makers have declined 6-23% so far in 2026, with Adani Group companies Ambuja Cements and ACC falling more than 20% each
5 min read4 Jun 2026Cement prices hit one-year high, more hikes likely as costs surge amid West Asia war
Input cost pressures from energy, fuel and packaging are expected to push prices closer to four-year highs amid steady demand.
2 min read17 Apr 2026Nuvoco bets on expansion to fuel growth, but has little room for error
With elevated competitive intensity in the cement sector and capacity additions by competitors in east India, can a low-cost expansion and one big-ticket project really change the game for Nuvoco?
2 min read11 Sep 2025Cement sector gathers momentum: Axis Securities highlights top stock picks post Q1
Axis Securities reports a strong start to FY26 for the cement sector, with Q1 results exceeding expectations. Key players like UltraTech and Ambuja offer promising investment opportunities as demand and pricing remain robust, alongside disciplined cost management.
2 min read15 Aug 2025Cement companies end June quarter with solid growth on volume rebound and higher realisations
Cement sector ends Q1 with solid performance, driven by price hikes, volume growth and a decline in power and fuel costs, along with other operating expenses, aided the EBITDA recovery.
2 min read12 Aug 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 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 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 2025Cement makers are buying green power and private ships. Here's why
Rising demand notwithstanding, cement prices keep falling—pushing makers to bet on green power and private fleets to cut costs.
1 min read16 Nov 2024Wait for it…
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