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Systematix Research Report
The industry is expected to grow by 7-8% in this fiscal, although the larger players, will account for nearly two thirds of the new capacity addition of 220 million tonner per annum and grow at a much faster pace. We anticipate further consolidation, particularly in the South as the major players in the business acquire the cash-stranded smaller players.
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Our channel check suggests any price hikes attempted until Q3 FY25 are unlikely to hold amid subdued demand and the monsoon impact. However, a strong demand revival in H2 is expected with imminent price hikes boosting volumes and profitability.
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We remain upbeat on long term growth prospects of the sector on the back of strong underlying demand with economic impetus and government's mammoth expansion plans.
Ultratech Cement Ltd., ACC Ltd. and Sagar Cements Ltd. continue to remain our top picks within the coverage universe.
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