Volume growth during the quarter for companies under Systematix' coverage is expected to be in the range of 6-7% YoY with strong performance expected from JK Cement and Ambuja at 11.5%/8.2% while Dalmia and Ultratech are likely to report slower growth at 5.4%/5.8%.
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Systematix Report
The industry is expected to grow by 6-7% in this fiscal, although the larger players, will account for nearly 60% of the total industry capacity. Near term outlook on the sector remains cautious due to monsoon led slowdown.
Pricing will depend on rainfall intensity in August-September 2025 and post monsoon demand revival. We remain upbeat on long term growth prospects of the sector on the back of strong underlying demand with economic impetus, government's mammoth expansion plans and moderating input costs.
Ultratech, Ambuja and JK Cement are our top picks within the coverage universe. However, with the recent surge in valuations, we will revise our top picks post Q1 FY26 results.
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