Cement Prices Rise in June, But Monsoon Poses Demand Risk

Cement prices across India have shown a mixed trend in June 2025. The pan-India average price rose by ₹2 per bag, now at ₹358 per bag, led by a sharp ₹19 per bag increase in South India, especially in Tamil Nadu and Kerala. In contrast, prices declined by ₹3 in Central India, ₹5 in Western India, and ₹2 in other southern regions. Eastern India saw minor corrections of ₹3–₹5 per bag in Kolkata and Bihar, though May demand improved. Northern India remained largely flat, with token hikes of ₹2–₹4 per bag; Rajasthan saw a strong 15% month-on-month demand growth in May. Despite higher quarter-on-quarter prices across most regions, the early arrival of the monsoon may slow construction activity and weaken demand in June. From a market perspective, companies like

, , and could benefit from price discipline in the South, while , , and may face pressure due to softer demand in other regions. Going forward, pricing stability and volume trends will depend heavily on the monsoon impact and infrastructure project momentum. Follow me for more such posts, Thank You! Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.