🏗️ 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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