Cement stocks may gain if GST cut to 18 percent is approved

Cement stocks such as

, , and are in focus as the government considers reducing GST on cement from 28% to 18%. Brokerages suggest this move could lower cement prices by 7–8%, making premium cement more affordable and potentially increasing its market share from 40% today to 55–60% by FY30. While the cut may initially weigh on company margins, analysts believe higher demand over time could offset the impact. The GST Council will take a final decision in its meeting on September 3–4, 2025, making this a key event for the sector. 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.