Cement Q3 Results Preview - Pricing Pressure To Continue; ACC, Shree Cement To Outperform The Pack: DRChoksey

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

DRChoksey Report

We maintain a positive outlook on the cement sector, driven by expectations of demand recovery from increased infrastructure activity, supported by government initiatives and cost optimization measures. Rising demand from urbanization and infrastructure investments is expected to create a favorable market environment over the medium to long term.

However, we do not foresee any significant increase in cement prices in the near term, as pricing dynamics are likely to remain stable.

We have identified ACC and Shree Cement as our top picks, poised to outperform the sector, with performance primarily driven by volume growth.

Click on the attachment to read the full report:

DISCLAIMER

This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.