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Kundan Motwani

26th Aug · SEBI-Registered Analyst

🏗️ Cement Sector Buzz

📌 The proposed GST rationalisation may cut tax on cement from 28% → 18%. 👉 If implemented, prices could drop from ~₹350 ➝ ~₹325 per bag (if the full benefit is passed on). 💡 Big beneficiaries:

ULTRACEMCO
🏢
AMBUJACEM
🧱 … and other pan-India Category A players. ⚡ Why it matters: Boosts demand in infra & housing Supports govt’s push for affordable housing Positive for long-term growth in cement stocks

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