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Motilal Oswal Report
Cement demand remained strong, driven by sustained infrastructure spending, healthy government capex, and steady traction in housing and urban development, which together are supporting robust volume growth across most regions. The recent spike in fuel prices poses a potential cost risk to the FY27 earnings if not passed on through price hikes.
In the brokerage's view, the recent correction in cement stocks offers a favorable entry point to accumulate fundamentally strong companies with healthy balance sheets, expanding capacities, and improving regional market positions.
UltraTech Cement Ltd. remains Motilal Oswal's preferred pick in the large-cap space, while maintains a positive view on JK Cement Ltd. and Dalmia Bharat Ltd. within the mid-cap space.
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