Synopsis: UltraTech Cement is in focus after Morgan Stanley named it its preferred pick in the cement sector. Despite rising cost pressures and margin headwinds, the company’s scale, capacity expansion, and sustainability initiatives position it to outperform peers...
Synopsis: India’s leading cement companies delivered steady FY26 performance supported by infrastructure demand, capacity expansion, and operational efficiency, while profitability improved across several players despite sector-wide cost and pricing pressures. India’s...
Synopsis: Indian cement companies, including UltraTech Cement Limited and Ambuja Cements Limited, face margin pressure from rising costs and weak demand, with growth slowing to 5–7% and input inflation impacting profitability despite price hikes. The cement industry...
Synopsis: Even as cement companies push through a second price hike of the month from May 5, with regional increases of Rs 10-30 per bag, a 70 percent surge in polypropylene costs and double-digit freight inflation mean the sector’s Q1 FY27 margins are headed...
Synopsis:UltraTech Cement reported strong FY26 growth with rising volumes and earnings, supported by cost control, but input cost pressures and external risks could make FY27 tougher despite expansion and efficiency gains. The shares of this large cap company majorly...
Synopsis: – On April 17, 2026, UltraTech Cement commissioned three new grinding units to cross 200 MTPA, becoming the world’s largest cement company outside China. Only state-backed CNBM, at 530 MTPA, stands ahead. With a ₹16,000 crore expansion already in...
Synopsis: DAM Capital has upgraded every Indian cement stock it covers to ‘Buy’, pointing to cheap valuations after a long price fall. UltraTech and JSW Cement are its top picks, with better pricing discipline and strong demand expected to drive a sector...
Synopsis: Investec expects a gradual Q4 recovery in cement stocks, supported by price hikes and operating leverage, though higher fuel costs may cap margin gains. It maintains a Buy rating on select players like UltraTech, Ambuja, JSW Cement, and JK Cement. Cement...
Synopsis: The New Nifty Cement Index is led by UltraTech Cement (16.21%) and Shree Cement (15.31%), followed by Grasim, Ambuja, and other major players, reflecting a concentration in large, established companies driving India’s cement sector performance. The Nifty...
Synopsis: Ambuja and UltraTech announced Q3FY26 results, where one saw 27 percent YoY net profit growth while the other reported a decline. Brokerages still highlight upon EBITDA margin expansion, cost optimization, and capacity expansion plans driving long-term...
