CEMENT COMPANIES POISED FOR STRONG PROFIT GROWTH

Cement companies are anticipating a significant profit growth in FY25-26 led by volume growth and higher capacity utilization. Construction activity is growing and lower fuel costs will boost profitability. Larger players like

, , and are well-positioned in the market. Regional players like , , and are also seeing relatively better performance than what they did in the previous year. It is expected that this could be the year of cement companies as far as the growth in the profit is concerned. Moreover, cement company shares rose sharply after a strong Q1FY26 results that highlighted improved profitability and demand revival, with optimism rising on better realisations, capacity expansions, and infrastructure-driven volume growth.