Cement Sector News
Nuvoco 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 2024Is Ambuja overpaying for Orient Cement?
Ambuja’s acquisition of a significant stake in Orient Cement is a strategic bet on India’s growth story, but with earnings under pressure, the challenge now lies in making the premium payout deliver returns.
3 min read22 Oct 2024Cement stocks: The next big opportunity?
Despite recent challenges, such as slowing demand, falling cement prices and profitability pressures, the cement industry has a lot going for it.
7 min read28 Aug 2024UltraTech Cement, JK Cement, Dalmia Bharat: Axis Securities' 3 top stock picks after Q1 earnings – here's why
Axis Securities identifies UltraTech Cement, JK Cement, and Dalmia Bharat as top picks despite Q1FY25 challenges, citing strategic expansions and potential for improved performance.
4 min read19 Aug 2024Popular 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