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Ambuja, UltraTech, JK Cement — Systematix' Top Stock Picks In Cement Pack; Q1 Results Preview
Cement Q1 Results Preview: Ultratech, Ambuja, JK Cement are the brokerages' top picks, however, with the recent surge in valuations will revise top picks post Q1 FY26 results.
10 Jul 2025, 03:06 PM IST 
Cement demand in Q1 FY26 was better on a YoY basis, primarily due to a low base caused by elections last year.
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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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